Constituent dispersion · breadth vs the index

KXI — Global Staples

61/91 covered · 78% by weight · benchmark: KXI price · closes through 2026-09-04 ·holdings as of 2026-06-16

Concentration 38.52% in top 5 21.51 effective names · HHI 465
RS vs S&P 500 21d -1.57pp sector return − SPY
RS vs Nasdaq-100 21d -1.96pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -1.36% · A/D -47 (-0.77/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 -0.52% -1.03 -15pp -2.73pp Weakening
1 month -1.36% -0.77 -12pp -2.19pp Confirming ↓
1 quarter +1.35% +1.3 -12pp -3.02pp Confirming ↑

Over the last 126 sessions: price down -2.02%, breadth down (-1.46/name) · % beating 43→44 · median−ETF -1.49pp→-1.58pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -0.42% -0.65% -0.22pp 18 / 43 26 / 35 43 of 61 ±1.09%
5d -0.52% -1.76% -1.24pp 20 / 41 23 / 38 12 of 61 ±3.19%
21d -1.36% -2.34% -0.99pp 23 / 38 28 / 33 8 of 61 ±6.62%
YTD +5.68% +3.68% -1.99pp 34 / 27 27 / 34 3 of 61 ±18.88%

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+0.60%+0.03pp
  • ULVR.LSE+0.63%+0.02pp
  • EL+2.97%+0.02pp
  • TSCO+1.13%+0.01pp
  • DG+1.49%+0.01pp
  • WMT-1.18%-0.1pp
  • PM-1.96%-0.09pp
  • COST-1.04%-0.08pp
  • KO-0.83%-0.04pp
  • MO-0.88%-0.03pp

This month (21d)

  • TGT+12.66%+0.19pp
  • EL+21.49%+0.11pp
  • ADM+9.16%+0.09pp
  • KDP+7.31%+0.08pp
  • RKT+6.35%+0.07pp
  • WMT-4.40%-0.38pp
  • COST-3.52%-0.27pp
  • NESN.SW-3.46%-0.16pp
  • PM-2.94%-0.13pp
  • MNST-6.92%-0.11pp

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+21.49%
  • TGT+12.66%
  • ADM+9.16%
  • BG+8.91%
  • SAP+7.85%
  • HRL-14.15%
  • TSN-12.16%
  • ORK.OL-11.27%
  • CLX-10.85%
  • RI.PA-10.52%

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% 107.14 -1.18% +3.93% -4.40% -3.64% 36
COST Costco Wholesale 7.65% 915.74 -1.04% -3.14% -3.52% +6.49% 39
PG Procter & Gamble Company 5.47% 146.44 -0.33% +1.85% -0.36% +3.68% 61
KO Coca-Cola Company 4.52% 88.07 -0.83% -1.77% +1.40% +26.84% 70
NESN.SW NESTLE SA 4.50% 78.31 +0.60% -0.39% -3.46% +3.51% 41
PM Philip Morris International 4.50% 182.53 -1.96% -4.88% -2.94% +14.81% 48
PEP Pepsico Inc 4.37% 137.63 -0.66% -1.40% -0.59% -3.25% 56
ULVR.LSE UNILEVER PLC 3.33% 4763.00 +0.63% +0.23% +0.61% -0.29% 66
MO Altria Group 3.30% 68.88 -0.88% +0.34% +1.67% +21.46% 72
MDLZ Mondelez Intl Inc 2.10% 61.28 -0.28% -1.73% -2.34% +14.83% 49
CL Colgate-Palmolive Company 1.94% 88.77 -1.47% -2.18% -4.55% +13.73% 33
MNST Monster Beverage Corp 1.64% 43.82 -0.59% -6.49% -6.92% +14.31% 20
TGT Target Corp 1.52% 164.44 +0.26% +0.77% +12.66% +71.54% 97
DGE.LSE DIAGEO PLC 1.26% 1657.00 -0.57% -2.62% +0.98% +4.39% 67
BN Brookfield Corp 1.25% 40.31 -0.27% -2.47% -8.34% -11.87% 15
RKT Rocket Companies Inc Cl A 1.09% 14.06 -1.13% +2.11% +6.35% -27.38% 87
TSCO Tractor Supply Company 1.06% 34.99 +1.13% +0.78% +2.64% -29.15% 77
KDP Keurig Dr Pepper Inc 1.04% 32.59 -0.88% +1.27% +7.31% +18.35% 90
KR Kroger Company 1.04% 58.59 +0.14% +1.51% +2.92% -5.26% 79
ADM Archer Daniels Midland 0.99% 84.61 +0.27% +3.77% +9.16% +49.26% 95
SYY Sysco Corp 0.98% 80.05 -1.27% -2.31% -5.10% +10.26% 30
KVUE Kenvue Inc 0.89% 18.74 -1.11% -2.24% -1.21% +11.21% 54
KMB Kimberly-Clark Corp 0.87% 104.96 -1.60% -3.04% -3.41% +6.77% 44
CASY Casey's General Stor 0.82% 756.09 -0.31% +0.08% -9.17% +37.02% 11
HSY Hershey Foods Corp 0.75% 173.15 -1.09% -3.30% -4.65% -3.49% 31
IMB.LSE IMPERIAL BRANDS PLC 0.75% 2489.00 -1.15% -1.35% -9.39% -16.77% 10
L Loews Corp 0.67% 109.30 -0.67% -0.38% -5.76% +3.91% 23
DG Dollar General Corp 0.62% 133.21 +1.49% +8.40% +4.52% +1.24% 82
CHD Church & Dwight Company 0.60% 98.55 -0.04% -2.68% -4.36% +18.28% 38
HEIA.AS HEINEKEN NV 0.59% 73.02 +0.38% +1.05% -6.17% +6.55% 21
STZ Constellation Brands 0.56% 128.18 -0.70% -1.92% -3.27% -5.86% 46
KHC Kraft Heinz Company 0.54% 24.85 -0.68% -1.76% -0.44% +4.19% 57
EL Estee Lauder Companies 0.52% 103.86 +2.97% +0.80% +21.49% -0.13% 98
TSN Tyson Foods 0.50% 51.42 -0.66% -6.32% -12.16% -10.83% 2
GIS General Mills 0.48% 38.29 -2.47% -7.85% +6.15% -15.09% 85
DLTR Dollar Tree Inc 0.47% 131.42 +0.29% +2.46% +1.34% +6.84% 69
BG Bunge Ltd 0.43% 118.71 -1.17% +2.80% +8.91% +34.83% 93
ESSITY-B.ST ESSITY CLASS B 0.43% 272.20 -0.33% -2.86% -3.41% +6.36% 43
RI.PA PERNOD RICARD SA 0.40% 61.76 -1.12% -2.28% -10.52% -15.51% 7
ABEV Ambev S.A. ADR 0.37% 3.02 -0.66% +5.59% +0.33% +22.61% 62
KRZ.IR KERRY GROUP PLC 0.37% 84.05 -0.24% -1.00% +0.54% +7.76% 64
LISN.SW CHOCOLADEFABRIKEN LINDT & SPRUENGL 0.35% 87900.00 -0.57% -2.66% -7.47% -23.19% 16
CARL-B.CO CARLSBERG AS CL B 0.32% 875.20 +1.02% -1.60% -8.49% +8.33% 13
MKC Mccormick & Company 0.32% 52.08 -0.95% -5.87% -0.38% -22.85% 59
LISP.SW CHOCOLADEFABRIKEN LINDT & SPRUENGL 0.31% 8475.00 -0.59% -2.75% -9.98% -25.57% 8
CLX Clorox Company 0.31% 93.06 -1.30% -9.24% -10.85% -5.51% 5
SJM J.M. Smucker Company 0.29% 126.08 -1.89% -4.73% +7.12% +31.64% 89
MOWI.OL MOWI 0.26% 201.80 +0.60% -3.44% +1.92% -15.52% 74
MKS.LSE MARKS AND SPENCER GROUP PLC 0.26% 387.90 +0.36% -0.89% -5.25% +18.51% 26
ORK.OL ORKLA 0.23% 93.25 +0.81% -2.05% -11.27% -14.24% 3
HEIO.AS HEINEKEN HOLDING NV 0.22% 68.25 +0.37% +0.89% -7.26% +9.68% 18
MICC The Magnum ICE Cream Company N.V. 0.21% 19.32 -2.13% -4.26% +2.11% +21.89% 75
SAP SAP Ag ADR 0.19% 215.11 -0.88% -2.90% +7.85% -11.44% 92
TAP Molson Coors Brewing 0.19% 40.50 -0.17% -2.32% -4.50% -11.30% 34
ABF.LSE ASSOCIATED BRITISH FOODS PLC 0.19% 2072.00 +1.57% +0.39% -1.57% -1.50% 52
KESKOB.HE KESKO CLASS B 0.17% 22.64 +1.25% +1.07% +5.40% +20.39% 84
CAG Conagra Brands 0.17% 15.48 -0.90% -3.79% +4.24% -6.51% 80
HRL Hormel Foods Corp 0.16% 21.54 -0.65% -0.14% -14.15% -6.65% 0
BARN.SW BARRY CALLEBAUT AG 0.14% 1087.00 +0.28% -1.81% -1.98% -14.85% 51
BF-B BROWN FORMAN CORP CLASS B 0.12% 26.73 -2.84% -0.96% -5.45% +3.52% 25
CPB The Campbell's Company 0.10% 21.38 -3.39% -8.59% -5.23% -20.75% 28

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 2026-09-04: over 21 sessions the fund returned -1.36% while its median constituent returned -2.34% — a dispersion of 6.62 pp; 46% 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 2026-09-04: fund -0.42%, median member -0.65%, 18 advancers vs 43 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.