Consumer Staples Select Sector SPDR Fund (S&P 500 consumer-staples sector) against Fidelity MSCI Consumer Staples Index ETF (MSCI USA IMI Consumer Staples 25/50) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| XLP | FSTA | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +11.4% | — | — |
| 1Y CAGR | +9.43% | — | — |
| 3Y CAGR | +8.41% | — | — |
| 5Y CAGR | +6.32% | — | — |
| 10Y CAGR | +7.48% | — | — |
| Since inception CAGR | +6.78% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is XLP minus FSTA. XLP since-inception measured from first available bar December 22, 1998. Since-inception spans differ — compare that row with care.
| XLP | FSTA | |
|---|---|---|
| Name | State Street Consumer Staples Select Sector SPDR ETF | Fidelity MSCI Consumer Staples Index ETF |
| Category | Consumer Defensive | Consumer Defensive |
| Style | Passive | Active |
| Expense ratio | 0.08% | — |
| Assets (AUM) | $14.6B | $1.4B |
| Dividend yield | 2.58% | 2.17% |
| Avg volume (3-mo) | 11.3M | 120K |
| Inception | December 16, 1998 | October 21, 2013 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| Shared holding | XLP | FSTA | MIN |
|---|---|---|---|
| WMTWalmart Inc | 10.39% | 13.38% | 10.39% |
| COSTCostco Wholesale Corp | 9.00% | 11.35% | 9.00% |
| KOCoca-Cola Co | 7.23% | 8.51% | 7.23% |
| PGProcter & Gamble Co | 7.17% | 8.37% | 7.17% |
| PMPhilip Morris International Inc | 6.34% | 4.54% | 4.54% |
| PEPPepsiCo Inc | 4.36% |
| 4.22% |
| 4.22% |
| MOAltria Group Inc | 4.22% | 3.66% | 3.66% |
| MDLZMondelez International Inc Class A | 4.38% | 2.66% | 2.66% |
| MNSTMonster Beverage Corp | 4.37% | 2.38% | 2.38% |
| CLColgate-Palmolive Co | 4.58% | 2.33% | 2.33% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.