iShares Global Consumer Staples ETF

iShares Global Consumer Staples ETF (KXI) is a BlackRock index fund. It tracks the S&P Global 1200 Consumer Staples (Sector) Capped Index, which holds large makers and sellers of everyday goods such as Walmart, Costco, Procter & Gamble and Nestlé. It also invests outside the US: as of June 30, 2026, 58.7% of assets were in US stocks, with sizable stakes in the UK, Switzerland and Japan. The trade-off is cost. It charges 0.38% a year, while XLP charges 0.08% and VDC 0.09%.

• Over the year to Oct 27, 2026, KXI returned +10.3%, 6th of 9 among similar funds.
• Its 5-year annualized return was +5.4% and its 10-year +6.5%.
• In the 2020 COVID crash it fell 24.3% and regained its old high 4.8 months after the low.
• Its worst full calendar year was 2008 (-22.6%); its best was 2019 (+23.4%).
• The deepest fall in its price history was 42.3% (Dec 12, 2007 to Mar 9, 2009), recovered by Nov 4, 2010.

As of Jun 30, 2026, the fund held 104 securities; the ten largest made up 49.42% of assets.

By sector

• Over the three months to Jun 30, 2026, investors added a net $23.6M (creations minus redemptions, per the N-PORT report).
• Monthly total returns reported for that quarter: +2.67%, -1.80%, +1.36%.

KXI follows the S&P Global 1200 Consumer Staples (Sector) Capped Index, built by S&P Dow Jones Indices. The index is a slice of the S&P Global 1200, which measures large companies in major world markets. It keeps only the companies S&P classifies as consumer staples, meaning makers and sellers of food, drinks, household goods, personal care products and tobacco. As of March 31, 2026, these came from countries including the US, the UK, Switzerland, Japan, France, Canada, Brazil and Mexico.

A capping rule limits how much the biggest names can count. All companies that each make up more than 5% of the index can't add up to more than 25% together. At each quarterly rebalance, the index trims companies above 4.5% so that together they total no more than 22.5%. It also rebalances between reviews if the 25% limit is breached.

BlackRock uses "representative sampling." This means the fund buys a group of stocks that behaves like the index, rather than every single holding. It must keep at least 80% of its assets in index stocks. It may use futures (contracts that track an index) and hold cash to stay close to the index. Turnover was 17%, meaning a modest share of the portfolio changes hands each year. The fund may lend up to one-third of its assets to other investors. It doesn't try to beat the index or move into safer assets when markets fall.

• KXI charges 0.38% a year, versus an average of 0.35% for the similar funds below (4th of 9, cheapest first).
• Using the prospectus's standard example, $10,000 invested would cost about $39 in the first year and $480 over 10 years (assuming a 5% annual return).

It holds companies selling everyday necessities, which has tended to make it steadier than the broad market, though it still fell sharply in past crises.

Staples companies sell things people buy in good times and bad, but KXI has still fallen hard. Its deepest drop was 42.3%, from December 2007 to March 2009. It took about 20 months from that low to recover. It fell 24.3% in the 2020 COVID crash and 17.4% in the 2022 bear market, recovering in roughly five and six months. Its worst calendar year was 2008, at -22.6%. Selling shares to cover spending in a year like that locks in losses.

The trailing 12-month yield was 2.28% as of October 27, 2026, paid twice a year. In the SEC's standard $10,000 example, costs total $480 over 10 years. Over the 10 years to December 31, 2025, it returned 5.83% a year, versus 11.28% for a broad global stock index. Past results don't predict the future, and a plan should look at the whole portfolio, not one fund.

Matched by holdings overlap from the latest N-PORT reports.