Constituent dispersion · breadth vs the index

KXI — Global Staples

61/91 covered · 78% by weight · benchmark: KXI price · closes through 2026-09-14 ·holdings as of 2026-06-16

Concentration 38.52% in top 5 21.51 effective names · HHI 465
RS vs S&P 500 21d +0.48pp sector return − SPY
RS vs Nasdaq-100 21d +1.42pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -1.71% · A/D -84 (-1.38/name)
KXI price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week -0.04% -0.46 -11pp -1.08pp Weakening
1 month -1.71% -1.38 -23pp -3.21pp Confirming ↓
1 quarter -0.50% -0.49 -42pp -6.70pp Weakening

Over the last 126 sessions: price down -1.36%, breadth down (-1.39/name) · % beating 39→33 · median−ETF -1.13pp→-2.66pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +1.44% +1.20% -0.24pp 52 / 9 26 / 35 31 of 61 ±1.44%
5d -0.04% -0.30% -0.26pp 27 / 34 27 / 34 18 of 61 ±3.99%
21d -1.71% -4.37% -2.66pp 18 / 43 20 / 41 6 of 61 ±6.86%
YTD +5.63% +1.62% -4.01pp 32 / 29 23 / 38 3 of 61 ±18.76%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • WMT+1.80%+0.16pp
  • COST+1.56%+0.12pp
  • ULVR.LSE+3.20%+0.11pp
  • NESN.SW+2.14%+0.1pp
  • PM+1.99%+0.09pp
  • BN-1.42%-0.02pp
  • KHC-1.34%-0.01pp
  • MKC-1.81%-0.01pp
  • MKS.LSE-2.16%-0.01pp
  • BG-0.96%0pp

This month (21d)

  • MO+8.50%+0.28pp
  • PM+3.15%+0.14pp
  • KO+2.21%+0.1pp
  • ADM+8.53%+0.08pp
  • KR+7.16%+0.07pp
  • WMT-5.51%-0.48pp
  • COST-4.46%-0.34pp
  • CASY-27.19%-0.22pp
  • BN-16.63%-0.21pp
  • PEP-3.04%-0.13pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • EL+12.48%
  • ADM+8.53%
  • MO+8.50%
  • BG+8.22%
  • KR+7.16%
  • CASY-27.19%
  • BN-16.63%
  • CLX-16.17%
  • HRL-14.24%
  • RI.PA-11.51%

KXI — constituent leadership race

$100 in each covered KXI constituent at 2025-12-30, rebased to 100. Watch leadership change hands.

0%

Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 61 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
WMT Walmart Inc 8.73% 109.08 +1.80% +1.81% -5.51% -1.89% 41
COST Costco Wholesale 7.65% 918.91 +1.56% +0.35% -4.46% +6.86% 48
PG Procter & Gamble Company 5.47% 146.13 +0.59% -0.21% +1.30% +3.46% 75
KO Coca-Cola Company 4.52% 89.35 +1.20% +1.45% +2.21% +28.69% 84
NESN.SW NESTLE SA 4.50% 79.20 +2.14% +0.56% -2.23% +4.69% 61
PM Philip Morris International 4.50% 194.86 +1.99% +6.76% +3.15% +22.57% 85
PEP Pepsico Inc 4.37% 136.34 +0.01% -0.94% -3.04% -4.15% 56
ULVR.LSE UNILEVER PLC 3.33% 4697.00 +3.20% +0.07% +1.48% -1.67% 79
MO Altria Group 3.30% 70.61 +2.36% +2.51% +8.50% +24.51% 95
MDLZ Mondelez Intl Inc 2.10% 62.39 -0.08% +1.81% -1.79% +16.91% 64
CL Colgate-Palmolive Company 1.94% 87.89 +1.26% -0.99% -5.42% +12.60% 43
MNST Monster Beverage Corp 1.64% 44.20 +1.84% +0.87% -5.31% +15.30% 44
TGT Target Corp 1.52% 158.70 +1.84% -3.49% +2.05% +65.55% 82
DGE.LSE DIAGEO PLC 1.26% 1643.00 +2.50% +0.80% -6.22% +3.50% 36
BN Brookfield Corp 1.25% 37.61 -1.42% -6.53% -16.63% -17.77% 2
RKT Rocket Companies Inc Cl A 1.09% 13.44 +1.97% -4.41% -10.64% -30.58% 10
TSCO Tractor Supply Company 1.06% 33.83 +2.48% -3.32% -6.47% -31.50% 30
KDP Keurig Dr Pepper Inc 1.04% 31.58 +0.61% -3.10% +1.48% +14.68% 77
KR Kroger Company 1.04% 60.91 +4.14% +3.96% +7.16% -1.51% 92
ADM Archer Daniels Midland 0.99% 86.44 -0.32% +2.16% +8.53% +52.49% 97
SYY Sysco Corp 0.98% 83.54 +0.40% +4.36% -0.01% +15.06% 69
KVUE Kenvue Inc 0.89% 17.91 +0.73% -4.43% -6.72% +6.28% 25
KMB Kimberly-Clark Corp 0.87% 99.09 +0.96% -5.59% -10.49% +0.79% 11
CASY Casey's General Stor 0.82% 621.61 +1.00% -17.79% -27.19% +12.65% 0
HSY Hershey Foods Corp 0.75% 173.68 +0.21% +0.31% -5.95% -3.20% 38
IMB.LSE IMPERIAL BRANDS PLC 0.75% 2553.00 +2.53% +3.28% -1.78% -14.63% 66
L Loews Corp 0.67% 109.20 +0.38% -0.09% -3.07% +3.81% 54
DG Dollar General Corp 0.62% 129.17 +3.68% -3.03% +5.81% -1.83% 89
CHD Church & Dwight Company 0.60% 94.58 +0.46% -4.03% -6.37% +13.51% 33
HEIA.AS HEINEKEN NV 0.59% 72.04 +2.50% -0.30% -2.01% +5.12% 62
STZ Constellation Brands 0.56% 125.00 +2.08% -2.48% -8.32% -8.20% 18
KHC Kraft Heinz Company 0.54% 24.27 -1.34% -2.33% -4.37% +1.76% 49
EL Estee Lauder Companies 0.52% 98.22 +1.13% -5.43% +12.48% -5.55% 98
TSN Tyson Foods 0.50% 53.16 +0.34% +3.38% -5.73% -7.81% 39
GIS General Mills 0.48% 36.47 +1.73% -4.75% -6.27% -19.12% 34
DLTR Dollar Tree Inc 0.47% 119.17 +0.85% -9.32% -8.00% -3.12% 20
BG Bunge Ltd 0.43% 121.23 -0.96% +2.12% +8.22% +37.70% 93
ESSITY-B.ST ESSITY CLASS B 0.43% 267.10 +2.22% -0.52% -3.99% +4.37% 51
RI.PA PERNOD RICARD SA 0.40% 61.20 +3.00% +0.13% -11.51% -16.28% 7
ABEV Ambev S.A. ADR 0.37% 3.03 +0.33% +0.33% +6.69% +23.02% 90
KRZ.IR KERRY GROUP PLC 0.37% 84.35 +1.02% +2.00% +0.48% +8.14% 72
LISN.SW CHOCOLADEFABRIKEN LINDT & SPRUENGL 0.35% 89600.00 +1.93% +4.19% -6.47% -21.71% 28
CARL-B.CO CARLSBERG AS CL B 0.32% 868.80 +2.79% -0.25% -6.52% +7.54% 26
MKC Mccormick & Company 0.32% 50.39 -1.81% -3.25% -7.46% -25.36% 21
LISP.SW CHOCOLADEFABRIKEN LINDT & SPRUENGL 0.31% 8600.00 +2.14% +4.18% -8.51% -24.48% 16
CLX Clorox Company 0.31% 89.31 +1.77% -4.03% -16.17% -9.32% 3
SJM J.M. Smucker Company 0.29% 121.30 +0.13% -3.79% +1.50% +26.65% 80
MOWI.OL MOWI 0.26% 204.00 -0.87% +1.49% +0.99% -14.60% 74
MKS.LSE MARKS AND SPENCER GROUP PLC 0.26% 370.80 -2.16% -5.17% -5.09% +13.29% 46
ORK.OL ORKLA 0.23% 92.00 +0.99% -0.33% -11.20% -15.39% 8
HEIO.AS HEINEKEN HOLDING NV 0.22% 67.95 +2.72% +0.59% -2.51% +9.19% 59
MICC The Magnum ICE Cream Company N.V. 0.21% 19.91 +1.32% +3.05% -0.90% +25.62% 67
SAP SAP Ag ADR 0.19% 218.28 +5.78% +1.47% +4.30% -10.14% 87
TAP Molson Coors Brewing 0.19% 39.08 +0.39% -3.51% -7.22% -14.41% 23
ABF.LSE ASSOCIATED BRITISH FOODS PLC 0.19% 1866.00 +1.22% -8.48% -9.64% -11.29% 13
KESKOB.HE KESKO CLASS B 0.17% 21.78 -0.55% -2.59% +0.37% +15.82% 70
CAG Conagra Brands 0.17% 14.79 +1.30% -4.46% -3.90% -10.68% 52
HRL Hormel Foods Corp 0.16% 20.96 +1.90% -2.69% -14.24% -9.16% 5
BARN.SW BARRY CALLEBAUT AG 0.14% 1102.00 +0.18% +3.77% -2.99% -13.68% 57
BF-B BROWN FORMAN CORP CLASS B 0.12% 26.24 +0.08% -1.83% -6.39% +1.62% 31
CPB The Campbell's Company 0.10% 21.25 +1.19% -0.61% -8.72% -21.23% 15

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.

FAQ · from the current data

KXI dispersion — data Q&A

Is KXI's move broad or carried by a few names (21 sessions)?

As of 2026-09-14: over 21 sessions the fund returned -1.71% while its median constituent returned -4.37% — a dispersion of 6.86 pp; 33% of 61 members beat the fund. Broad decline - breadth is falling with price.

How did KXI's members trade in the last session?

As of 2026-09-14: fund +1.44%, median member +1.20%, 52 advancers vs 9 decliners.

What does the dispersion page for KXI measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 61 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.