Consumer Staples ETFs: How PBJ and XLP Stack Up

Jake Lerch, The Motley Fool

Wed, June 17, 2026 astatine 8:51 AM CDT 5 min read

The State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT:XLP) offers a low-cost, high-liquidity way to large-cap staples, whereas the Invesco Food & Beverage ETF (NYSEMKT:PBJ) uses a proprietary enactment process to people niche nutrient and beverage companies.

Both funds people the antiaircraft user assemblage but done antithetic lenses. While PBJ uses an Intellidex strategy to prime 30 circumstantial food-related stocks based connected superior appreciation potential, XLP tracks the user staples heavyweights of the S&P 500, offering a much accepted market-cap-weighted illustration for antiaircraft investors.

Snapshot (cost & size)

Beta measures terms volatility comparative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr instrumentality represents full instrumentality implicit the trailing 12 months. Dividend output is the trailing-12-month organisation yield.

The State Street money is notably much affordable, with an disbursal ratio of 0.08% compared to 0.61% for the Invesco fund. Additionally, XLP provides a higher payout, with a organisation output astir 1.00 percent constituent supra PBJ.

Performance & hazard examination

Over the past 5 years, XLP has achieved higher full growth, turning $1,000 into $1,344, portion PBJ reached $1,174. Both funds grounds debased volatility, with betas good beneath the broader marketplace average.

What's wrong

The State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT:XLP) tracks the Consumer Staples Select Sector Index, providing vulnerability to 36 holdings. Its portfolio is astir wholly dedicated to user defensives astatine 99.00%, with a insignificant 1.00% tilt toward user cyclicals. Its largest positions see Walmart (NASDAQ:WMT) astatine 11.12%, Costco Wholesale (NASDAQ:COST) astatine 9.21%, and Procter & Gamble (NYSE:PG) astatine 7.27%. This fund, which was launched successful 1998, has paid $2.18 per stock implicit the trailing 12 months.

In contrast, the Invesco Food & Beverage ETF (NYSEMKT:PBJ) follows the Dynamic Food & Beverage Intellidex Index, holding 31 companies with a much concentrated absorption connected user defensives astatine 79.00%, positive 10.00% successful user cyclicals and 6.00% successful industrials. Its largest positions see Archer-Daniels-Midland (NYSE:ADM) astatine 5.23%, Monster Beverage (NASDAQ:MNST) astatine 5.16%, and Coca-Cola (NYSE:KO) astatine 4.98%. Launched successful 2005, the money has a trailing-12-month dividend of $0.75 per stock and has nary unsocial quirks successful its structure.