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Upturn AI SWOT - About
iShares Global Consumer Staples ETF (KXI)
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Upturn Advisory Summary
07/30/2025: KXI (1-star) is currently NOT-A-BUY. Pass it for now.
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 6.26% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/30/2025 |
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 manufacture and distribute essential products like food, beverages, and household goods.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and extensive track record in the ETF market.
Management Expertise
BlackRock has a dedicated team of experienced professionals managing its ETF offerings, leveraging deep sector knowledge and analytical capabilities.
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: Tracks the S&P Global 1200 Consumer Staples Sector Index.
Composition Primarily holds stocks of companies classified in the consumer staples sector, geographically diversified across global markets.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 65264000
Competitors
Key Competitors
- Consumer Staples Select Sector SPDR Fund (XLP)
- Vanguard Consumer Staples ETF (VDC)
- Invesco S&P Global Core Equal Weight ETF (EWCO)
Competitive Landscape
The consumer staples ETF market is dominated by XLP and VDC, offering broad exposure to US companies. KXI distinguishes itself by providing global diversification, which may appeal to investors seeking international exposure within the sector. KXI's disadvantage compared to XLP and VDC is it's relatively smaller AUM, lower liquidity and a slightly higher expense ratio, which may make it less attractive to some investors.
Financial Performance
Historical Performance: Historical performance data unavailable. Refer to fund fact sheet.
Benchmark Comparison: Benchmark comparison data unavailable. Refer to fund fact sheet.
Expense Ratio: 0.46
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity, allowing investors to buy and sell shares without significantly impacting the price.
Bid-Ask Spread
The bid-ask spread is relatively tight, suggesting efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates and consumer spending patterns, coupled with the growth prospects of emerging markets, significantly influence the performance of KXI. Current market conditions, characterized by global economic uncertainty, can affect consumer behavior and demand for staples.
Growth Trajectory
The growth trajectory of KXI is tied to the performance of global consumer staples companies, with holdings potentially shifting as economic conditions and consumer preferences evolve.
Moat and Competitive Advantages
Competitive Edge
KXI's competitive advantage lies in its focus on global consumer staples companies, providing diversification beyond the US market. This global exposure can offer access to faster-growing markets and mitigate risks associated with regional economic downturns. The fund is managed by BlackRock, a reputable asset manager, adding credibility and assurance for investors. Its niche focus allows it to capture the nuances of international consumer behavior.
Risk Analysis
Volatility
Historical volatility data unavailable. Refer to fund fact sheet.
Market Risk
Market risks associated with KXI include fluctuations in global equity markets, currency exchange rate risks, and the potential for changing consumer preferences affecting the demand for specific staple products.
Investor Profile
Ideal Investor Profile
The ideal investor profile for KXI is a risk-averse investor seeking stable returns and global diversification within the consumer staples sector.
Market Risk
KXI is suitable for long-term investors seeking a defensive allocation to mitigate portfolio volatility.
Summary
The iShares Global Consumer Staples ETF (KXI) offers exposure to companies involved in producing and distributing consumer staples globally. Managed by BlackRock, a reputable firm, KXI seeks to track the S&P Global 1200 Consumer Staples Sector Index. Its global focus distinguishes it from competitors primarily focused on the US market, providing broader diversification. It suits long-term investors looking for stability and international exposure in their portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made in consultation with a qualified financial advisor. Market share data is estimated. All investment involves risk, including potential loss of principal.
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.