KXI
+1.58 · +2.39%
$67.40 · NYSE ARCA

iShares Global Consumer Staples ETF (KXI) ETF Analysis | Consumer Defensive

iShares · United States
AUM:$1.0B
#– of – in Consumer Defensive ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.41% — moderate cost. Consider how fees compound over long holding periods.

What is KXI?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
KXI delivered 15.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.41%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 51.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.0B
Expense Ratio0.41%
Dividend Yield2.18%
Holdings10
Inception DateSept 2006
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.60
CategoryConsumer Defensive
CurrencyUSD
Portfolio Impact

How would KXI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-6.6%
1Y
+6.4%
3Y
+21.4%
5Y
+23.6%
OpenBook InsightIf you had invested £10,000 in KXI 5 years ago, it would have grown to £12,357 — a gain of £2,357.

Annual Returns

Calendar year performance

KXI delivered positive returns in 4 of the last 5 calendar years.
YearKXI
2026 YTD+6.3%
2025+10.1%
2024+3.9%
2023+2.6%
2022-6.2%
CAGR 4yr+2.4%
4/5 positive yearsAvg return: +3.3%Worst year: -6.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
15.0%
Low
Momentum
-0.3%
30-day change
Support Level
68.25
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.