Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Global Consumer Staples ETF (KXI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/04/2025: KXI (1-star) is a SELL. SELL since 1 days. Simulated Profits (-3.55%). Updated daily EoD!
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 -0.18% | Avg. Invested days 45 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2025 |
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 provides exposure to companies that produce and sell consumer staples, such as food, beverages, and household products. The ETF is passively managed and aims to replicate the S&P Global 1200 Consumer Staples Sector Index.
Reputation and Reliability
BlackRock is one of the largest and most reputable asset managers globally, with a strong track record in managing ETFs.
Management Expertise
BlackRock has extensive experience in managing a wide range of ETFs, including sector-specific and global equity funds.
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 the S&P Global 1200 Consumer Staples Sector Index.
Composition The ETF holds stocks of companies in the consumer staples sector globally.
Market Position
Market Share: KXI holds a moderate market share within the global consumer staples ETF category, but faces stiff competition.
Total Net Assets (AUM): 319100000
Competitors
Key Competitors
- Consumer Staples Select Sector SPDR Fund (XLP)
- Vanguard Consumer Staples ETF (VDC)
- First Trust Consumer Staples AlphaDEX Fund (FXG)
Competitive Landscape
The consumer staples ETF market is dominated by XLP and VDC. KXI offers global exposure, which differentiates it, but it is a disadvantage if US market is outperforming. FXG uses a different selection methodology, leading to different portfolio composition and performance.
Financial Performance
Historical Performance: Past performance is not indicative of future results and is best obtained from financial data providers, such as Bloomberg, Yahoo Finance, or Morningstar.
Benchmark Comparison: Performance should be compared to the S&P Global 1200 Consumer Staples Sector Index.
Expense Ratio: 0.46
Liquidity
Average Trading Volume
The ETF's average trading volume can vary but is generally moderate, facilitating relatively easy buying and selling for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic factors such as inflation, interest rates, and consumer spending habits, along with sector-specific trends like changing consumer preferences, influence KXI.
Growth Trajectory
The growth trajectory depends on the global consumer staples market and BlackRock's ability to effectively manage and market the ETF.
Moat and Competitive Advantages
Competitive Edge
KXI's competitive edge lies in its global diversification within the consumer staples sector. It offers exposure to international consumer staples companies, which may provide diversification benefits compared to US-only funds. However, higher expense ratio of 0.46% compared to XLP's expense ratio of 0.12% and VDC's expense ratio of 0.10% may be a disadvantage. The ETF's performance is directly linked to the performance of global consumer staples stocks. The ETF's value fluctuates based on global political and economic factors.
Risk Analysis
Volatility
The ETF's volatility generally mirrors the volatility of the global consumer staples sector.
Market Risk
The ETF is exposed to market risk, currency risk, and risks associated with international investing, including political and economic instability in certain regions.
Investor Profile
Ideal Investor Profile
KXI is suitable for investors seeking global exposure to the consumer staples sector for diversification or income.
Market Risk
The ETF is more suited for long-term investors seeking stable returns and diversification rather than active traders.
Summary
iShares Global Consumer Staples ETF (KXI) offers global exposure to consumer staples companies, providing diversification benefits. Managed by BlackRock, a reputable firm, the ETF tracks the S&P Global 1200 Consumer Staples Sector Index. It carries a moderate expense ratio and is suitable for long-term investors. However, it faces competition from larger, more liquid US-focused ETFs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. 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.