Costco

Procter & Gamble

Walmart

Coca-Cola

PepsiCo

Philip Morris

Colgate-Palmolive

Altria

Mondelez

Target

Consumer Staples Select Sector SPDR Fund

XLP tracks a market-cap-weighted index of consumer-staples stocks drawn from the S&P 500.

Alerian MLP ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

Innovator S&P 500 Buffer ETF - October

Global X Robotics & Artificial Intelligence ETF

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

Amplify CWP Dividend & Option Income ETF

iShares Robotics & Artificial Intelligence Multisector ETF

JPMorgan Equity Premium Income ETF

MUSQ Global Music Industry ETF

Flexshares US Quality Low Volatility Index Fund

iShares MSCI USA Quality Factor ETF

ROBO Global Robotics and Automation ETF

ALPS Sector Dividend Dogs ETF

iShares 1-3 Year Treasury Bond ETF

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco S&P 500 Low Volatility ETF

Neos S&P 500 High Income ETF

iShares 20+ Year Treasury Bond ETF

iShares Edge MSCI Min Vol USA ETF

VictoryShares Free Cash Flow ETF

Vanguard High Dividend Yield ETF

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Oil & Gas Exploration & Production ETF

Global X S&P 500 Covered Call ETF

Hello, VettaFi Voices! Whenever I read about the economy in 2023, the one word that comes up repeatedly in various forms is “uncertain.

VettaFi Voices On: Risk Management in an Uncertain Economy

Agree Realty

Alexandria Real Estate Equities

Crown Castle International

Extra Space Storage

iShares U.S. Real Estate ETF

Realty Income Corp

Public Storage

Rexford Industrial Realty

Vanguard Real Estate ETF

W. P. Carey

Real Estate Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

REITs have dropped by about 30% since early 2022, much more than other defensive, debt-utilizing sectors like utilities and consumer staples. Interest rates are unlikely to increase significantly further from here, while REIT fundamentals remain strong, aside from the notable exception of office buildings. I highlight 6 of my favorite blue-chip REITs with investment-grade credit ratings, low-leveraged balance sheets, and strong long-term growth prospects.

REIT Crash: The More They Drop, The More I Buy

American Eagle Outfitters

Best Buy

Global X Health & Wellness Thematic ETF

First Trust NASDAQ Global Auto Index Fund

Advisorshares Restaurant ETF

Group 1 Automotive

McDonald's

VanEck Vectors Semiconductor ETF

Unilever

SPDR S&P Retail ETF

Retail sales in the United States grew 0.6% sequentially in August 2023, beating forecasts of a 0.2% advance.

6 ETF Areas & Stocks to Win on Upbeat August Retail Sales

Amplify Travel Tech ETF

Defiance Hotel Airline and Cruise ETF

Fidelity MSCI Consumer Discretionary ETF

Fidelity MSCI Consumer Staples ETF

First Trust Consumer Discretionary AlphaDEX Fund

First Trust Consumer Staples AlphaDEX Fund

Goldman Sachs Future Consumer Equity ETF

iShares Evolved U.S. Discretionary Spending ETF

First Trust S-Network E-Commerce ETF

iShares U.S. Consumer Services ETF

iShares U.S. Consumer Goods ETF

ALPS Global Travel Beneficiaries ETF

iShares Global Consumer Staples ETF

Tema Luxury ETF

Roundhill S&P Global Luxury Etf

Direxion Daily Travel & Vacation Bull 2X Shares

Invesco DWA Consumer Cyclicals Momentum ETF

Invesco S&P SmallCap Consumer Staples ETF

 Invesco S&P SmallCap Consumer Discretionary ETF

Invesco DWA Consumer Staples Momentum ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Invesco S&P 500 Equal Weight Consumer Staples ETF

VanEck Vectors Retail ETF

iShares Global Consumer Discretionary ETF

Vanguard Consumer Discretionary ETF

Vanguard Consumer Staples ETF

Some consumer discretionary stocks have performed better than others. Luxury, homebuilding, and travel have been a bright spots.

Outlook For Consumer Discretionary Stocks Amid Shifting Spending Patterns

iShares MSCI ACWI ETF

First Trust Morningstar Dividend Leaders Index Fund

iShares International Select Dividend ETF

JPMorgan Ultra-Short Income ETF

ProShares S&P 500 Dividend Aristocrats ETF

Invesco Global Short Term High Yield Bond ETF

SPDR S&P 500 ETF Trust

SPDR Portfolio S&P 500 Value ETF

Vanguard Dividend Appreciation ETF

Health Care Select Sector SPDR Fund

Principal Active Income ETF

The 60/40 has proven to be one of the winning and time-tested strategies.

Time for 60/40 Portfolio? ETFs in Focus

Conagra Brands

Kraft Heinz

Non-cyclical stocks offer steady growth and reliability, attracting investors during economic downturns. Rising interest rates and inflation pose a risk to stocks, making bonds with "durable" interest rates an attractive option. Consumer staples stocks have underperformed in 2023 but may see a turnaround due to potential inflation risks and rising oil prices.

Deep-Value Opportunity To Invest In High-Yielding Non-Cyclical Stocks

Pacer US Cash Cows 100 ETF

Alerian Energy Infrastructure ETF

WisdomTree U.S. Earnings 500 Fund

iShares S&P 500 Growth ETF

American Century U.S. Quality Growth ETF

Invesco QQQ

Invesco S&P 500 Quality ETF

Vanguard Telecommunication Services ETF

Communication Services Select Sector SPDR Fund

Hi VettaFi Voices, we are heading toward the last week of the Q2 earnings season. Now seems like a good time to assess how things have gone so far and what we can expect from next week.

VettaFi Voices On: The Coming End of Earnings Season

First Trust Materials AlphaDEX Fund

Hoya Capital Housing ETF

iShares U.S. Oil Equipment & Services ETF

Annual inflation rate in the United States accelerated to 3.2% in July 2023 from 3% in June.

4 Sector ETFs to Fight Sticky Inflation

Booking Hlds

Proshares Online Retail ETF

Retail sales in the United States gained 0.7% sequentially in July of 2023, marking a fourth successive rise.

ETF Areas & Stocks to Win on Upbeat July Retail Sales

Dollar General

SPDR Gold Trust

Despite a summer slowdown in the US job market, it remains resilient against recession predictions and higher interest rates. July added 187,000 jobs, slightly below expectations, yet the unemployment rate fell to 3.5%.

Recession-Ready: 3 Stocks To Consider For Your Portfolio

American Express

Global X FinTech ETF

Amplify Mobile Payments ETF

SPDR S&P Bank ETF

Mastercard

Visa

The surge in credit card balances reverberates through various sectors of the economy, each facing unique challenges and opportunities.

ETF Areas in Focus as US Credit Card Balance Crosses $1T

Consumer staples are often seen as a safe haven during recessions, but high inflation and interest rates still negatively impact the industry. Valuations in the consumer staples sector are too high compared to elevated interest rates and slowing projected earnings growth rates. The debt picture at many food/beverage and consumer product giants is not conservative, bringing weaker growth outlooks and falling margins vs. a decade ago.

XLP: Consumer Staples Are Too Expensive Vs. High Interest Rates

First Trust Nasdaq Food & Beverage ETF 

Both Coca-Cola and PepsiCo have beaten top-and-bottom lines in the second quarter. Guidance also remains upbeat.

Coke, PepsiCo Earnings Should Drive Consumer Staples ETFs

Cambria Cannabis ETF

Philip Morris beat both earnings and revenue estimates in the second quarter. Look into some ETFs to capitalize.

5 ETFs to Make the Most of Philip Morris's Q2 Earnings Beat

Strategic Residential & Apartment Real Estate ETF

SPDR S&P Transportation ETF

The U.S. consumer inflation rate took a dip to 3.0% in June 2023, marking the lowest since March 2021 and slightly below market expectations of 3.1%.

4 Sector ETFs to Win from 2-Year Low June Inflation Data

First Trust Industrials/Producer Durables AlphaDEX Fund

iShares U.S. Healthcare ETF

SPDR S&P Homebuilders ETF

Investors could be well served by ETFs from sectors that house the top-ranked industries.

4 Top-Ranked Sector ETFs to Buy in the Second Half

First Trust Capital Strength ETF

SPDR Portfolio S&P 500 High Dividend ETF

The Wall Street rally in the first half of 2023 involved a narrow market breadth. Hence, there were many ETF under-performers.

5 ETF Underdogs of 1H Likely to Turnaround in 2H

iShares U.S. Medical Devices ETF

U.S. consumer inflation rate took a dip to 4.0% in May 2023, marking the lowest since March 2021 and slightly below market expectations of 4.1%.

4 Sector ETFs to Win from 2-Year Low May Inflation Data

In retail, employees are often told that the consumer is always right. While this isn't always true, it is a reminder that patient customer service usually wins the day.

Key Consumer ETF Ratio Trading At Bullish Inflection Point!

Consumers are now opting for cheaper or lower-cost alternatives over premium or more expensive products, mainly due to high inflation and higher rates.

ETFs to Invest as Consumers Shift to Economical Shopping

iShares Global Healthcare ETF

Exchange-traded funds can provide investors with an easy way to diversify and keep risk down. Healthcare and consumer staples are two areas that investors can target with ETFs.

Worried About a Recession? Stash Your Cash in These 2 ETFs.

iShares US Infrastructure ETF

Technology Select Sector SPDR Fund

These sectors delivered upbeat earnings and revenue surprises in the ongoing Q1 reporting season.

5 Sector ETFs Win on Q1 Earnings Beat

Schwab International Equity ETF

Vanguard Utilities ETF

While the benchmark S&P 500 index may be up nearly 8% for the year, recent pensiveness in the market incentivizes consideration of safe ETFs to buy. Fundamentally, exchange-traded funds offer relative protection thanks to their broad footprint.

7 Safe ETFs to Shield Your Portfolio From Market Turmoil

iShares Global Clean Energy ETF

SPDR S&P Insurance ETF

VanEck Vectors Agribusiness ETF

Energy Select Sector SPDR Fund

The annual inflation rate in the United States dropped to 4.9% in April 2023, the lowest since April 2021.

Sector ETFs Likely to Gain on April Inflation Data

iShares iBoxx High Yield Corporate Bond ETF

iShares 3-7 Year Treasury Bond ETF

SPDR Bloomberg High Yield Bond ETF

Vanguard Intermediate-Term Treasury ETF

BondBloxx Bloomberg One Year Target Duration US Treasury ETF

Political wrestling over the extension of the debt ceiling is scaring investors. But many found a place to hide out with the best ETFs.

Investors Found Ways To Protect Money From Possible U.S. Default

News for Consumer Staples Select Sector SPDR Fund ETF (XLP)