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Constituent dispersion · breadth vs the index

KXI — Global Staples

61/91 covered · 78% by weight · benchmark: KXI price · closes through 2026-09-24 ·holdings as of 2026-06-16

Concentration 38.52% in top 5 21.51 effective names · HHI 465
RS vs S&P 500 21d -4.56pp sector return − SPY
RS vs Nasdaq-100 21d -8.66pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -4.39% · A/D -217 (-3.56/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 -1.35% -1.02 +3pp +0.91pp Confirming ↓
1 month -4.39% -3.56 -4pp -0.44pp Confirming ↓
1 quarter -2.52% -2.1 -20pp -3.72pp Confirming ↓

Over the last 126 sessions: price up +0.36%, breadth down (-1.07/name) · % beating 44→44 · median−ETF -1.39pp→-0.79pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -0.46% -0.40% +0.06pp 23 / 38 32 / 29 36 of 61 ±1.29%
5d -1.35% -1.27% +0.08pp 14 / 47 31 / 30 25 of 61 ±2.4%
21d -4.39% -5.18% -0.79pp 7 / 54 27 / 34 10 of 61 ±6.2%
YTD +2.72% -0.11% -2.84pp 30 / 31 27 / 34 4 of 61 ±18.82%

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)

  • NESN.SW+1.09%+0.05pp
  • KR+2.22%+0.02pp
  • ULVR.LSE+0.67%+0.02pp
  • DGE.LSE+1.36%+0.02pp
  • PM+0.35%+0.02pp
  • WMT-2.66%-0.23pp
  • COST-0.91%-0.07pp
  • PEP-1.56%-0.07pp
  • PG-1.16%-0.06pp
  • MNST-2.82%-0.05pp

This month (21d)

  • WMT+2.10%+0.18pp
  • MO+1.19%+0.04pp
  • ADM+3.44%+0.03pp
  • PG+0.19%+0.01pp
  • KR+0.80%+0.01pp
  • COST-6.62%-0.51pp
  • PEP-8.96%-0.39pp
  • CASY-27.41%-0.22pp
  • MNST-12.44%-0.2pp
  • RKT-16.57%-0.18pp

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)

  • ADM+3.44%
  • KESKOB.HE+3.23%
  • WMT+2.10%
  • MO+1.19%
  • KR+0.80%
  • CASY-27.41%
  • CLX-22.04%
  • RKT-16.57%
  • HRL-16.57%
  • DLTR-15.60%

KXI — constituent leadership race

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

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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% 107.59 -2.66% +0.75% +2.10% -3.23% 95
COST Costco Wholesale 7.65% 896.48 -0.91% +0.29% -6.62% +4.25% 41
PG Procter & Gamble Company 5.47% 145.68 -1.16% -1.27% +0.19% +3.15% 90
KO Coca-Cola Company 4.52% 88.10 +0.01% +0.05% -3.86% +26.89% 59
NESN.SW NESTLE SA 4.50% 77.94 +1.09% -0.50% -2.42% +3.03% 70
PM Philip Morris International 4.50% 191.50 +0.35% +0.54% -1.25% +20.45% 80
PEP Pepsico Inc 4.37% 128.15 -1.56% -4.12% -8.96% -9.91% 31
ULVR.LSE UNILEVER PLC 3.33% 4708.50 +0.67% +1.64% -1.11% -1.43% 84
MO Altria Group 3.30% 68.88 -0.10% -1.18% +1.19% +21.46% 93
MDLZ Mondelez Intl Inc 2.10% 60.86 -0.94% -1.90% -3.38% +14.04% 64
CL Colgate-Palmolive Company 1.94% 85.32 -0.71% -2.75% -6.58% +9.31% 43
MNST Monster Beverage Corp 1.64% 42.67 -2.82% -4.13% -12.44% +11.31% 16
TGT Target Corp 1.52% 156.15 -0.07% -2.30% -4.48% +62.89% 54
DGE.LSE DIAGEO PLC 1.26% 1642.50 +1.36% +1.01% -5.36% +3.47% 48
BN Brookfield Corp 1.25% 36.63 -1.24% -1.51% -13.03% -19.91% 11
RKT Rocket Companies Inc Cl A 1.09% 11.93 -1.81% -5.09% -16.57% -38.38% 3
TSCO Tractor Supply Company 1.06% 31.44 -2.63% -4.20% -11.14% -36.34% 23
KDP Keurig Dr Pepper Inc 1.04% 30.88 -2.77% -1.75% -3.02% +12.14% 67
KR Kroger Company 1.04% 58.92 +2.22% -3.01% +0.80% -4.73% 92
ADM Archer Daniels Midland 0.99% 81.88 -0.33% -7.05% +3.44% +44.44% 98
SYY Sysco Corp 0.98% 78.19 +1.36% -1.16% -6.31% +7.70% 44
KVUE Kenvue Inc 0.89% 17.61 -0.34% -0.28% -8.90% +4.50% 33
KMB Kimberly-Clark Corp 0.87% 97.22 -0.49% -0.99% -11.38% -1.11% 21
CASY Casey's General Stor 0.82% 598.85 +0.26% -1.42% -27.41% +8.52% 0
HSY Hershey Foods Corp 0.75% 166.88 -0.93% -0.86% -10.85% -6.99% 25
IMB.LSE IMPERIAL BRANDS PLC 0.75% 2475.00 +0.32% -0.84% -1.79% -17.24% 77
L Loews Corp 0.67% 105.07 +0.03% -3.04% -5.18% -0.11% 49
DG Dollar General Corp 0.62% 122.53 +1.60% -1.94% -0.04% -6.88% 87
CHD Church & Dwight Company 0.60% 95.33 -0.72% +0.29% -7.05% +14.41% 38
HEIA.AS HEINEKEN NV 0.59% 71.20 +0.39% -0.22% -2.22% +3.90% 72
STZ Constellation Brands 0.56% 114.21 -2.02% -6.73% -15.41% -16.12% 10
KHC Kraft Heinz Company 0.54% 23.86 +0.29% -3.52% -4.26% +0.04% 56
EL Estee Lauder Companies 0.52% 95.37 -3.50% +1.61% -8.73% -8.29% 34
TSN Tyson Foods 0.50% 51.14 -0.43% -2.14% -9.71% -11.31% 30
GIS General Mills 0.48% 34.83 -2.76% -4.99% -12.44% -22.76% 15
DLTR Dollar Tree Inc 0.47% 113.50 +0.30% -0.79% -15.60% -7.73% 7
BG Bunge Ltd 0.43% 110.21 -1.14% -7.63% -1.34% +25.18% 79
ESSITY-B.ST ESSITY CLASS B 0.43% 260.40 -0.88% -1.48% -7.36% +1.75% 36
RI.PA PERNOD RICARD SA 0.40% 59.58 -0.03% -0.90% -11.86% -18.50% 20
ABEV Ambev S.A. ADR 0.37% 2.91 -0.68% -1.89% -0.68% +18.15% 85
KRZ.IR KERRY GROUP PLC 0.37% 85.35 +0.47% +0.41% +0.06% +9.42% 89
LISN.SW CHOCOLADEFABRIKEN LINDT & SPRUENGL 0.35% 89200.00 -0.11% -0.56% -3.67% -22.06% 61
CARL-B.CO CARLSBERG AS CL B 0.32% 871.20 +1.11% +1.99% -2.09% +7.84% 74
MKC Mccormick & Company 0.32% 47.82 -2.59% -3.78% -12.22% -29.16% 18
LISP.SW CHOCOLADEFABRIKEN LINDT & SPRUENGL 0.31% 8585.00 -0.17% -1.09% -5.56% -24.61% 46
CLX Clorox Company 0.31% 81.80 -2.55% -3.76% -22.04% -16.94% 2
SJM J.M. Smucker Company 0.29% 121.66 -0.61% -1.69% -3.02% +27.02% 66
MOWI.OL MOWI 0.26% 200.60 -0.69% -1.08% -4.14% -16.02% 57
MKS.LSE MARKS AND SPENCER GROUP PLC 0.26% 371.00 +0.87% +1.64% -5.14% +13.35% 51
ORK.OL ORKLA 0.23% 93.75 +0.54% +2.29% -2.45% -13.78% 69
HEIO.AS HEINEKEN HOLDING NV 0.22% 66.75 +0.68% -0.74% -2.05% +7.27% 75
MICC The Magnum ICE Cream Company N.V. 0.21% 19.28 +1.15% +1.85% -4.98% +21.64% 52
SAP SAP Ag ADR 0.19% 209.11 -0.72% -2.13% -3.60% -13.91% 62
TAP Molson Coors Brewing 0.19% 36.35 -0.74% -6.99% -12.46% -20.39% 13
ABF.LSE ASSOCIATED BRITISH FOODS PLC 0.19% 1842.00 +0.77% -0.05% -10.76% -12.43% 26
KESKOB.HE KESKO CLASS B 0.17% 22.98 +1.59% +1.95% +3.23% +22.20% 97
CAG Conagra Brands 0.17% 14.67 -0.74% -3.36% -9.83% -11.40% 28
HRL Hormel Foods Corp 0.16% 19.84 -0.40% -4.43% -16.57% -14.01% 5
BARN.SW BARRY CALLEBAUT AG 0.14% 1121.00 +0.45% -0.09% -1.15% -12.19% 82
BF-B BROWN FORMAN CORP CLASS B 0.12% 26.00 -1.10% -1.89% -6.95% +0.69% 39
CPB The Campbell's Company 0.10% 19.85 -2.41% -6.28% -15.42% -26.42% 8

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 2026-09-24: over 21 sessions the fund returned -4.39% while its median constituent returned -5.18% — a dispersion of 6.20 pp; 44% 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 2026-09-24: fund -0.46%, median member -0.40%, 23 advancers vs 38 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 Closelooknet lake.

Is this investment advice?

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