iShares US Consumer Staples ETF

IYK

時価総額 $17.5億

iShares U.S. Consumer Staples ETF has a lower expense ratio and much larger assets under management than Invesco S&P 500 Equal Weight Consumer Staples ETF. Invesco S&P 500 Equal Weight Consumer Staples ETF provides a higher dividend yield but has significantly underperformed on a total-return basis over the last year.

State Street Consumer Staples Select Sector SPDR ETF offers a significantly lower expense ratio of 0.08% compared to 0.37% for iShares U.S. Consumer Staples ETF. While iShares U.S. Consumer Staples ETF includes exposure to healthcare and materials, the State Street fund is almost exclusively focused on consumer defensive stocks.

Weak consumer sentiment and rising economic risks could strengthen the case for consumer staples ETFs. Here are the funds worth considering now.

The iShares U.S. Consumer Staples ETF offers significantly higher assets under management (AUM) and a lower expense ratio than the First Trust Nasdaq Food & Beverage ETF. The First Trust Nasdaq Food & Beverage ETF focuses narrowly on the food industry, whereas the iShares U.S. Consumer Staples ETF provides broader exposure to household products and healthcare.

Looking for broad exposure to the Consumer Staples - Broad segment of the equity market? You should consider the iShares U.S. Consumer Staples ETF (IYK), a passively managed exchange traded fund launched on June 12, 2000.

The U.S. consumer remains resilient enough to support earnings growth, but that resilience is increasingly concentrated. The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 67.0% growth over last year's levels. Of the 185 retailers tracked by LSEG, the Broadline Retail sector, representing a wide variety of consumer goods, is headed for the highest earnings growth rate in the second quarter, recording a 231.1% surge over last year's level.

The beverage industry appears greatly undervalued relative to 11-year averages, while tobacco is significantly overvalued and exhibits the lowest quality score. IYK offers a compelling long-term alternative to XLP, with superior historical and risk-adjusted returns despite higher volatility and concentration risk. Four consumer staples stocks cheaper than their peers in August.

Fidelity MSCI Consumer Staples Index ETF has a lower expense ratio of 0.08% compared to 0.38% for iShares U.S. Consumer Staples ETF. iShares U.S. Consumer Staples ETF provides a higher dividend yield and more concentrated exposure to top holdings.

iShares U.S. Consumer Staples ETF offers a lower expense ratio and a higher dividend yield than Invesco Food & Beverage ETF. Invesco Food & Beverage ETF maintains a concentrated portfolio focused on the food supply chain while the iShares fund covers a broader staples universe.

A hawkish Fed may not be off the table. Despite a recent pullback, Fed hike bets remain elevated.