IYKETF

The iShares U.S. Consumer Staples ETF (IYK) is a passively managed fund with $1.64 billion in assets, offering broad exposure to the Consumer Staples sector with a 0.37% expense ratio and 2.44% dividend yield. The fund has gained 17.36% year-to-date and 14.24% over the past year, with top holdings including Procter & Gamble (13.63%), Coca-Cola, and Philip Morris International. It carries a Zacks ETF Rank of 3 (Hold) and is considered a medium-risk option with a beta of 0.40.

Philip Morris International (PM) reported Q3 2026 results beating both earnings and revenue estimates with year-over-year growth. The company's smoke-free product business now accounts for over 40% of revenues, with strong e-vapor shipment growth. However, PM shares initially fell 4.8% post-earnings due to concerns over rising energy costs and supply chain disruptions from Middle East and Ukraine conflicts, though they later rebounded 3.8%.

PepsiCo reported Q3 fiscal 2026 revenues of $25.27 billion and core EPS of $2.34, beating estimates, but faces margin pressure from rising commodity and energy costs. The company lowered its full-year core EPS growth guidance to 2.5-3.5% from 5-7% and plans additional cost-cutting measures. The results highlight PepsiCo's exposure through major consumer staples ETFs.

The Vanguard Consumer Staples Index Fund ETF Shares (VDC) is a low-cost, passively managed ETF with a 0.09% expense ratio and $8.01 billion in assets. With a Zacks ETF Rank of 3 (Hold), it offers diversified exposure to 106 consumer staples companies including Walmart, Costco, and Coca-Cola. Year-to-date performance is up 14.13%, with a medium risk profile (beta of 0.49) and 2.06% dividend yield.