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Staples ETF Widens Gap Over Discretionary in 2026

Source: etftrends.com

Consumer Demand & RetailMarket Technicals & FlowsInvestor Sentiment & Positioning

The Consumer Staples Select Sector SPDR ETF (XLP) gained 6.6% in 2026 through September 21, while the Consumer Discretionary Select Sector SPDR ETF (XLY) fell more than 7%. The resulting performance gap of more than 13 percentage points signals a defensive market preference for staples over economically sensitive discretionary stocks.

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