Latest news with #XLP
Yahoo
5 days ago
- Business
- Yahoo
QQQ Attracts $572M in Assets as Markets Start June Higher
The Invesco QQQ Trust (QQQ) pulled in $571.5 million, increasing its total assets to just over $334 billion, according to data provided by FactSet. The inflows came as markets climbed on the first trading day of June, with the S&P 500 rising 0.4% despite escalating tensions between the U.S. and both China and the European Union. The SPDR Gold Shares (GLD) attracted $302.1 million as investors sought safe havens amid trade uncertainty. The Consumer Staples Select Sector SPDR Fund (XLP) gained $240.3 million, while the Vanguard FTSE Europe ETF (VGK) pulled in just under $238 million. The SPDR S&P 500 ETF Trust (SPY) experienced the largest outflows of $2.7 billion despite the broader market advance. The Vanguard Information Technology ETF (VGT) and the iShares 20+ Year Treasury Bond ETF (TLT) both saw outflows of $1.1 billion. U.S. equity ETFs saw outflows of $5.3 billion, while U.S. fixed income lost $2.1 billion. International fixed income collected $781 million, and commodities ETFs gained $456.9 million. Overall, ETFs experienced outflows of $6.9 billion as investors awaited potential talks between Presidents Donald Trump and Xi Jinping this week. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I 571.51 334,125.18 0.17% GLD SPDR Gold Shares 302.06 98,290.97 0.31% SPLG SPDR Portfolio S&P 500 ETF 246.38 67,769.20 0.36% XLP Consumer Staples Select Sector SPDR Fund 240.33 16,634.01 1.44% VGK Vanguard FTSE Europe ETF 237.98 25,306.95 0.94% PWB Invesco Large Cap Growth ETF 230.69 1,355.44 17.02% HYG iShares iBoxx $ High Yield Corporate Bond ETF 190.38 16,134.40 1.18% XLC Communication Services Select Sector SPDR Fund 187.69 22,102.00 0.85% AGG iShares Core U.S. Aggregate Bond ETF 186.17 124,511.70 0.15% XLI Industrial Select Sector SPDR Fund 157.19 21,417.83 0.73% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust -2,684.70 600,832.27 -0.45% VGT Vanguard Information Technology ETF -1,107.36 85,574.38 -1.29% TLT iShares 20+ Year Treasury Bond ETF -1,060.90 49,836.24 -2.13% BIL SPDR Bloomberg 1-3 Month T-Bill ETF -789.00 43,215.70 -1.83% IWM iShares Russell 2000 ETF -533.91 61,574.41 -0.87% VOO Vanguard S&P 500 ETF -487.47 656,853.52 -0.07% IBIT iShares Bitcoin Trust ETF -430.81 69,213.48 -0.62% SGOV iShares 0-3 Month Treasury Bond ETF -397.82 46,812.41 -0.85% SHLD Global X Defense Tech ETF -296.86 2,275.34 -13.05% NULG Nuveen ESG Large-Cap Growth ETF -278.85 1,562.44 -17.85% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -17.71 9,986.25 -0.18% Asset Allocation -53.62 24,735.96 -0.22% Commodities ETFs 456.90 209,569.41 0.22% Currency -533.21 141,983.35 -0.38% International Equity 72.02 1,787,557.61 0.00% International Fixed Income 781.00 291,703.25 0.27% Inverse -102.08 14,674.58 -0.70% Leveraged -138.74 118,632.54 -0.12% US Equity -5,246.31 6,778,231.59 -0.08% US Fixed Income -2,071.86 1,664,551.06 -0.12% Total: -6,853.60 11,041,625.60 -0.06% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved
Yahoo
5 days ago
- Business
- Yahoo
3 Consumer Staples Funds You Can Bank on for the Months Ahead
The Consumer Staples sector has experienced a notable resurgence in 2025, driven by a combination of economic uncertainty, shifting consumer behaviors and strong corporate performances. The sector's performance can also be owed to its defensive nature. Market participants have gravitated toward companies offering essential goods and services, which tend to maintain steady demand regardless of economic cycles. The Consumer Staples Select Sector SPDR Fund (XLP), a benchmark for the sector, has reflected this trend, having grown 5.9% as of May 2025. During the period, XLP reached a new one-year high, indicating strong investor confidence. Several consumer staples mutual funds have also demonstrated solid performance. These funds benefit from holding a diversified portfolio of consumer staples companies, providing a buffer against market volatility. The very defensive nature of the stocks that constitute these funds ensures that market volatility does not have a lasting impact on the sector. The word 'staples' itself quite efficiently explains that consumers would need them regardless of what transpires. The sector, thus, is fundamentally strong and resistant to the vagaries of the market. Consumer staples may not have the highest earnings growth or year-over-year revenue growth, but the sector has experienced relatively little disruption historically. On the positive side, these stocks make up for modest growth with low price volatility, reliable profits, dividends and defensive positioning. Several companies within the sector have reported strong earnings, underscoring the sector's stability. Hence, astute investors should invest in mutual funds focused on consumer staples at present. Mutual funds, in general, reduce transaction costs and diversify portfolios without an array of commission charges that are mostly associated with stock purchases (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money). We have thus selected three such mutual funds that boast a Zacks Mutual Fund Rank #1 (Strong Buy), 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000 and carry a low expense ratio. Fidelity Select Retailing FSRPX normally invests the majority of its assets in common stocks of companies principally engaged in merchandising finished goods and services primarily to individual consumers. FSRPX uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions for its decisions. As of February 2025, the top three holdings for FSRPX were 24.8% in Amazon, 6.2% in Walmart and 6.2% in Lowe's. FSRPX's 3-year and 5-year annualized returns are 8.5% and 11.9%, respectively. Its net expense ratio is 0.64%. FSRPX has a Zacks Mutual Fund Rank #1. To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here. Fidelity Advisor Consumer Staples FDIGX invests the majority of its assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. FDIGX uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions for its decisions. As of February 2025, the top three holdings for FDGIX were 14.4% in Coca-Cola, 12.9% in Procter & Gamble and 10.3% in Keurig Dr Pepper. FDIGX's 3-year and 5-year annualized returns are 2.6% and 9.1%, respectively. Its net expense ratio is 0.71%. FDIGX has a Zacks Mutual Fund Rank #2. Fidelity Select Consumer Staples Portfolio FDFAX invests the majority of its assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. FDIGX uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions for its decisions. As of February 2025, the top three holdings for FDFAX were 14.4% in Coca-Cola, 12.9% in Procter & Gamble and 10.3% in Keurig Dr Pepper. FDFAX's 3-year and 5-year annualized returns are 2.7% and 9.1%, respectively. Its net expense ratio is 0.67%. FDFAX has a Zacks Mutual Fund Rank #2. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (FSRPX): Fund Analysis Report Get Your Free (FDFAX): Fund Analysis Report Get Your Free (FDIGX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
6 days ago
- Business
- CNBC
This consumer products giant is a buy after a recent pullback, RBC says
RBC Capital Markets thinks shares of Church & Dwight could see a rebound as tariff and consumer woes appear to have eased in recent weeks. The company also has a new growth engine with its recent acquisition, according to the firm. Analyst Nik Modi upgraded the consumer products company to outperform from sector perform and lifted his price target by $14 to $114. His new target suggests that the stock can jump about 16% from its latest close. Church & Dwight, which owns brands including Arm & Hammer and Nair, declined 7% on May 1 after the company issued lackluster second-quarter earnings guidance. Year to date, shares have lost 6%. But Modi believes the stock is now trading at a "good entry point" after this pullback, given it has also underperformed the Consumer Staples Select Sector SPDR Fund (XLP) in 2025. "CHD shares have underperformed following a soft Q1 print impacted by destocking, slower category growth, and the impact of tariffs," Modi said. But "after spending time with Church & Dwight management (CEO/ new CFO), we have renewed confidence that the current guide adequately reflects the challenges of the current environment." The analyst is also confident that Church & Dwight will continue to gain market share across most of its portfolio for the rest of the year, highlighting that the company's year-over-year volume share in laundry detergent, mouthwash and skin care has increased year to date. CHD 1Y mountain Church & Dwight stock performance over the past year. Additionally, Modi is optimistic that Church & Dwight's acquisition of hand sanitizer brand Touchland will usher in greater distribution opportunities as well as potential opportunity to drive greater revenue synergy with Sephora. "We are also bullish on the acquisition of Touchland given its product efficacy, differentiation, distribution opportunities and loyal consumer base," he said in a note to clients. "We see this acquisition as more akin to recent acquisitions Hero and TheraBreath and less like acquisitions like Flawless or Vitafusion." Analysts in general aren't fully on board with Church & Dwight. Of the 24 analysts that cover the name, only eight rate it a strong buy or buy, while 11 have a hold rating. Another five rate it as underperform or sell, per LSEG.
Yahoo
16-05-2025
- Business
- Yahoo
ETFs in Focus Post Walmart Q1 Earnings
Walmart WMT reported better-than-expected first-quarter fiscal 2026 results. The mega-retailer maintained its full-year outlook but warned of tariff-related price hikes later this month. WMT shares are down 0.5%.This has put ETFs with the highest allocation to the world's largest brick-and-mortar retailer. These include Fidelity MSCI Consumer Staples Index ETF FSTA, Vanguard Consumer Staples ETF VDC, Consumer Staples Select Sector SPDR Fund XLP, VanEck Vectors Retail ETF RTH and iShares Evolved U.S. Discretionary Spending ETF IEDI. Earnings per share were 61 cents, outpacing the Zacks Consensus Estimate of 57 cents and improving 1.7% from the year-ago quarter. Revenues rose 2.5% year over year to $165.6 billion and topped the consensus mark of $165.59 billion. U.S. comparable sales rose 4.6% year over year. Notably, e-commerce sales rose 22% globally, led by in-store pickup and delivery, as well as its advertising platform and online marketplace (see: all Consumer Staples ETFs here).The mega-retailer issued revenue guidance for the second quarter of 2026 and reaffirmed its full-year outlook. It expects revenues to grow 3.5%-4.5% in the fiscal second quarter. For fiscal 2026, Walmart continues to expect revenues to grow 3%-4% to $674.5 billion and earnings per share in the range of $2.50-$2.60. Below, we have shared details on the ETFs:Fidelity MSCI Consumer Staples Index ETF (FSTA)Fidelity MSCI Consumer Staples Index ETF offers broad exposure to the consumer staples sector by tracking the MSCI USA IMI Consumer Staples Index and holds 104 stocks in its basket. Of these, Walmart takes the second spot with a 12.1% share. Fidelity MSCI Consumer Staples Index ETF has amassed $1.3 billion in its asset base. It's trading in a good volume of around 143,000 shares a day, on average. FSTA charges 8 bps in annual fees from investors and has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook (read: 5 Sector ETFs That Beat the Market in April).Vanguard Consumer Staples ETF (VDC)Vanguard Consumer Staples ETF also targets the broad consumer staples space by tracking the MSCI US Investable Market Consumer Staples 25/50 Index. It holds 103 stocks in its basket, with Walmart occupying the second position, with a 12.3% allocation. Vanguard Consumer Staples ETF manages a $7.4 billion asset base and charges a fee of 9 bps per year. VDC trades in a good average volume of around 192,000 shares per day and has a Zacks ETF Rank #3 with a Medium risk Staples Select Sector SPDR Fund (XLP)Consumer Staples Select Sector SPDR Fund targets the broad consumer staples space and follows the Consumer Staples Select Sector Index. It holds about 38 securities in its basket, with Walmart taking the second spot at 9.9%. XLP has the largest allocation in consumer staples distribution & retail at 30.9%, while beverages, household products, and food products account for a double-digit allocation each. Consumer Staples Select Sector SPDR Fund is the most popular consumer staples ETF with AUM of $15.5 billion and an average daily volume of 12 million shares. XLP charges 8 bps in fees per year and has a Zacks ETF Rank #3 with a Medium risk Vectors Retail ETF (RTH)VanEck Vectors Retail ETF provides exposure to the 26 largest retail firms by tracking the MVIS US Listed Retail 25 Index, which measures the performance of the companies involved in retail distribution, wholesalers, online, direct mail and TV retailers, multi-line retailers, specialty retailers, and food and other staples retailers. Walmart takes the second spot with a 9.4% share. VanEck Vectors Retail ETF has amassed $244.3 million in its asset base and charges 35 bps in annual fees. It trades in a lower volume of 5,000 shares a day on average. VanEck Vectors Retail ETF has a Zacks ETF Rank #3 with a Medium risk outlook (read: 5 Sector ETFs to Make the Most of the U.S.-China Trade Deal).iShares U.S. Consumer Focused ETF (IEDI)iShares U.S. Consumer Focused ETF is an actively managed ETF that provides exposure to U.S. companies with a focus on consumer spending and consumer goods. It holds 178 stocks in its basket, with Walmart occupying the fourth position at 8.6% share. iShares U.S. Consumer Focused ETF has accumulated $35 million in its asset base and charges 18 bps in fees per year. Volume is paltry for IEDI as it exchanges 4,000 shares a day, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Walmart Inc. (WMT) : Free Stock Analysis Report Consumer Staples Select Sector SPDR ETF (XLP): ETF Research Reports VanEck Retail ETF (RTH): ETF Research Reports Vanguard Consumer Staples ETF (VDC): ETF Research Reports Fidelity MSCI Consumer Staples Index ETF (FSTA): ETF Research Reports iShares U.S. Consumer Focused ETF (IEDI): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Globe and Mail
16-05-2025
- Business
- Globe and Mail
Looking for Exposure to Walmart Stock (WMT) Post Q1 Earnings? Try These Two ETFs
Walmart's (WMT) prospects look strong, driven by e-commerce expansion, supply chain improvements, and global market growth. Also, the company is combining online and in-store shopping to make buying easy and smooth for customers. Thus, investors looking for exposure to WMT stock may consider investing in these two ETFs: Vanguard Consumer Staples ETF (VDC) and Consumer Staples Select Sector SPDR Fund (XLP). Confident Investing Starts Here: Quickly and easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks straight to you inbox with TipRanks' Smart Value Newsletter It is worth mentioning that Walmart recently beat expectations in Q1, driven by strong U.S. same-store sales and a big boost in e-commerce. Looking ahead, WMT expects Q2 net sales to grow between 3.5% and 4.5%. For Fiscal 2026, the company maintains a cautious outlook, projecting net sales growth between 3% and 4%, in line with its long-term target of 4% annual growth set years ago. Let's take a deeper look at these two ETFs. Vanguard Consumer Staples ETF The VDC ETF tracks the performance of consumer staples companies, such as food, beverage, household, and personal care brands. It offers exposure to stable, defensive stocks that tend to perform well regardless of economic cycles. Importantly, WMT accounts for 11.2% of VDC's total holdings. Some of the top holdings in VDC ETF include Costco Wholesale (COST), Procter & Gamble (PG), and Foot Locker (FL). Overall, the ETF has $7.51 million in assets under management (AUM) and an expense ratio of 0.09%. Over the past year, the VDC ETF has generated a return of 11.74%. On TipRanks, VDC has a Moderate Buy consensus rating based on 56 Buys, 44 Holds, and four Sells assigned in the last three months. At $240.74, the average VDC ETF price target implies 11.74% upside potential. Consumer Staples Select Sector SPDR Fund The XLP ETF tracks the Consumer Staples Select Sector Index. It includes companies from industries like food, beverage, household products, and personal care. It must be noted that consumer staples stocks tend to be less volatile during market downturns. WMT stock constitutes 12.67% of the ETF's holdings. Apart from WMT, some of the top stocks in the XLP ETF are Costco, Coca-Cola (KO), and Philip Morris (PM). Overall, the ETF has $15.82 billion in AUM. Also, it has an expense ratio of 0.09%. The XLP ETF has returned 3.42% in the past year. Turning to Wall Street, the ETF has a Moderate Buy consensus rating. Of the 40 stocks held, 23 have Buys, 16 have a Hold rating, and one has a Sell. At $88.61, the average XLP ETF price target implies a 11.45% upside potential. Concluding Thoughts ETFs provide indirect exposure to WMT, reducing risk compared to investing directly in the stock. Furthermore, ETFs are a liquid and transparent way to participate in the market. Investors seeking ETF recommendations might consider XLP and VDC, as these ETFs offer exposure to Walmart stock.
