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Upturn AI SWOT - About
iShares Global Consumer Staples ETF (KXI)
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Upturn Advisory Summary
09/16/2025: KXI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.9% | Avg. Invested days 50 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.66 | 52 Weeks Range 57.73 - 66.76 | Updated Date 06/29/2025 |
52 Weeks Range 57.73 - 66.76 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global Consumer Staples ETF
ETF Overview
Overview
The iShares Global Consumer Staples ETF (KXI) seeks to track the investment results of an index composed of global equities in the consumer staples sector. It offers exposure to companies that manufacture and distribute products like food, beverages, and household goods.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider known for its wide range of investment products.
Management Expertise
BlackRock has extensive experience and a strong track record in managing ETFs, leveraging its global investment resources.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the consumer staples sector.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, providing exposure to the global consumer staples sector.
Composition The ETF primarily holds stocks of companies classified in the consumer staples sector across global markets.
Market Position
Market Share: Data not readily available for KXI specific global market share.
Total Net Assets (AUM): 380000000
Competitors
Key Competitors
- Consumer Staples Select Sector SPDR Fund (XLP)
- Vanguard Consumer Staples ETF (VDC)
- Invesco Dynamic Food & Beverage ETF (PBJ)
Competitive Landscape
The consumer staples ETF market is competitive. KXI offers global diversification, which is its advantage. However, it faces competition from larger, more liquid US-focused ETFs like XLP and VDC, which have lower expense ratios. PBJ offers a more targeted food and beverage exposure.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires specific index data and historical performance analysis.
Expense Ratio: 0.46
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is generally competitive but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, consumer spending patterns, inflation rates, and global market conditions affect KXI.
Growth Trajectory
Growth trends depend on consumer staples sector performance and geographic exposure, with potential adjustments in holdings over time.
Moat and Competitive Advantages
Competitive Edge
KXI's competitive edge lies in its global diversification within the consumer staples sector. This provides exposure to a broader range of companies and markets compared to US-focused ETFs. However, it has a higher expense ratio and smaller AUM than major US consumer staples ETFs, reducing its appeal to some investors. The fund provides targeted access to global consumer staples names.
Risk Analysis
Volatility
Volatility is generally lower than broader market ETFs due to the defensive nature of consumer staples stocks.
Market Risk
Market risk includes fluctuations in global equity markets and currency exchange rate risks, as well as risks specific to the consumer staples sector, such as changing consumer preferences and regulatory changes.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking global diversification and stable returns from the consumer staples sector, with a moderate risk tolerance.
Market Risk
This ETF is best suited for long-term investors seeking stable returns and diversification, as well as passive index followers.
Summary
The iShares Global Consumer Staples ETF (KXI) provides investors with global exposure to the consumer staples sector. Its advantage lies in its global diversification, but it faces competition from larger US-focused ETFs. KXI's expense ratio is higher than some competitors and should be considered. It is suited for long-term investors looking for stable returns, and those willing to accept moderate risk and a higher cost for global access.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
Data and analysis are based on available information and market conditions at the time of writing. Investment involves risk, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Global Consumer Staples ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of global equities in the consumer staples sector.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.