Constituent dispersion · breadth vs the index

KXI — Global Staples

59/91 covered · 78% by weight · benchmark: KXI price · closes through 2026-08-28 ·holdings as of 2026-06-16

Concentration 38.52% in top 5 21.51 effective names · HHI 465
RS vs S&P 500 21d -5.32pp sector return − SPY
RS vs Nasdaq-100 21d -6.40pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -1.59% · A/D -8 (-0.14/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 -0.61% -0.19 +8pp +1.08pp Weakening
1 month -1.59% -0.14 +10pp +1.15pp Confirming ↓
1 quarter +1.69% +2.02 +7pp +0.87pp Confirming ↑

Over the last 126 sessions: price down -4.94%, breadth down (-2.61/name) · % beating 54→61 · median−ETF +0.55pp→+1.35pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.29% +0.17% -0.12pp 37 / 22 29 / 30 38 of 59 ±1.33%
5d -0.61% -0.44% +0.17pp 21 / 38 33 / 26 18 of 59 ±3.05%
21d -1.59% -0.24% +1.35pp 25 / 34 36 / 23 7 of 59 ±7.46%
YTD +6.23% +4.11% -2.13pp 32 / 27 25 / 34 2 of 59 ±18.39%

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)

  • COST+1.16%+0.09pp
  • MO+1.45%+0.05pp
  • PEP+0.97%+0.04pp
  • WMT+0.45%+0.04pp
  • PM+0.74%+0.03pp
  • RKT-3.30%-0.04pp
  • TGT-1.66%-0.03pp
  • DG-2.38%-0.01pp
  • EL-2.66%-0.01pp
  • HSY-1.25%-0.01pp

This month (21d)

  • TGT+12.92%+0.2pp
  • TSCO+14.93%+0.16pp
  • EL+21.81%+0.11pp
  • GIS+14.09%+0.07pp
  • KO+1.32%+0.06pp
  • WMT-7.21%-0.63pp
  • NESN.SW-4.56%-0.21pp
  • CASY-12.85%-0.11pp
  • IMB.LSE-11.08%-0.08pp
  • BN-5.77%-0.07pp

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)

  • SAP+22.48%
  • EL+21.81%
  • TSCO+14.93%
  • GIS+14.09%
  • TGT+12.92%
  • HRL-14.98%
  • CASY-12.85%
  • IMB.LSE-11.08%
  • ORK.OL-10.10%
  • TSN-8.66%

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 — 59 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
WMT Walmart Inc 8.73% 103.09 +0.45% -0.59% -7.21% -7.28% 12
COST Costco Wholesale 7.65% 945.47 +1.16% -0.24% -0.91% +9.95% 42
PG Procter & Gamble Company 5.47% 143.78 +0.45% -0.62% -0.13% +1.80% 54
KO Coca-Cola Company 4.52% 89.66 +0.67% -1.58% +1.32% +29.13% 69
NESN.SW NESTLE SA 4.50% 78.62 +0.13% -1.33% -4.56% +3.92% 25
PM Philip Morris International 4.50% 191.89 +0.74% +1.94% -0.06% +20.70% 56
PEP Pepsico Inc 4.37% 141.07 +0.97% -1.68% +0.62% -0.83% 61
ULVR.LSE UNILEVER PLC 3.33% 4776.00 +0.51% +2.03% -0.70% -0.02% 46
MO Altria Group 3.30% 68.65 +1.45% +3.87% +1.05% +21.05% 66
MDLZ Mondelez Intl Inc 2.10% 62.36 -0.11% -3.24% -1.14% +16.85% 39
CL Colgate-Palmolive Company 1.94% 90.75 -0.23% -0.36% -0.93% +16.27% 41
MNST Monster Beverage Corp 1.64% 46.86 +0.34% -1.95% -4.02% +22.24% 27
TGT Target Corp 1.52% 163.18 -1.66% -1.37% +12.92% +70.23% 92
DGE.LSE DIAGEO PLC 1.26% 1709.00 +0.44% -0.58% +3.99% +7.66% 80
BN Brookfield Corp 1.25% 64.40 -0.46% -2.90% -5.77% -13.13% 19
RKT Rocket Companies Inc Cl A 1.09% 13.77 -3.30% -1.15% +3.85% -28.87% 78
TSCO Tractor Supply Company 1.06% 34.72 +0.06% -0.06% +14.93% -29.70% 95
KDP Keurig Dr Pepper Inc 1.04% 32.18 +0.94% +0.44% +1.93% +16.86% 71
KR Kroger Company 1.04% 57.72 +1.39% -0.31% -0.24% -6.67% 49
ADM Archer Daniels Midland 0.99% 81.54 +3.08% +1.54% +1.15% +43.84% 68
SYY Sysco Corp 0.98% 81.94 -0.62% -2.57% -3.27% +12.86% 32
KVUE Kenvue Inc 0.89% 19.17 -0.16% +0.58% -0.73% +13.76% 44
KMB Kimberly-Clark Corp 0.87% 109.55 -0.39% +0.22% -0.58% +11.43% 47
CASY Casey's General Stor 0.82% 755.47 -1.04% -9.60% -12.85% +36.91% 2
HSY Hershey Foods Corp 0.75% 179.05 -1.25% -3.97% +1.03% -0.20% 64
IMB.LSE IMPERIAL BRANDS PLC 0.75% 2527.00 +0.16% +0.96% -11.08% -15.50% 3
L Loews Corp 0.67% 109.72 -0.09% -0.10% -5.71% +4.31% 20
DG Dollar General Corp 0.62% 122.89 -2.38% -0.42% -3.62% -6.61% 29
CHD Church & Dwight Company 0.60% 101.26 -1.08% +2.49% +3.67% +21.53% 76
HEIA.AS HEINEKEN NV 0.59% 72.26 +0.17% -0.22% -7.64% +5.44% 10
STZ Constellation Brands 0.56% 130.69 -0.56% -3.66% +0.24% -4.02% 58
KHC Kraft Heinz Company 0.54% 25.70 +2.27% +0.47% -2.58% +7.76% 36
EL Estee Lauder Companies 0.52% 103.39 -2.66% +1.42% +21.81% -0.58% 97
TSN Tyson Foods 0.50% 55.40 +0.09% -5.27% -8.66% -3.93% 7
GIS General Mills 0.48% 41.55 +2.74% +3.95% +14.09% -7.86% 93
DLTR Dollar Tree Inc 0.47% 128.26 +0.99% -2.45% -0.24% +4.27% 51
BG Bunge Ltd 0.43% 115.48 +3.50% +2.10% +9.91% +31.17% 90
ESSITY-B.ST ESSITY CLASS B 0.43% 280.20 +0.14% +2.45% +0.94% +9.49% 63
RI.PA PERNOD RICARD SA 0.40% 63.20 -2.02% -7.63% -6.89% -13.54% 15
KRZ.IR KERRY GROUP PLC 0.37% 84.90 +0.35% +1.07% +0.41% +8.85% 59
LISN.SW CHOCOLADEFABRIKEN LINDT & SPRUENGL 0.35% 90300.00 -2.59% -3.42% -5.54% -21.10% 24
CARL-B.CO CARLSBERG AS CL B 0.32% 889.40 +0.88% +0.88% -7.82% +10.09% 8
MKC Mccormick & Company 0.32% 55.33 +1.45% -0.14% +8.58% -18.04% 88
LISP.SW CHOCOLADEFABRIKEN LINDT & SPRUENGL 0.31% 8715.00 -1.86% -5.07% -7.04% -23.47% 14
CLX Clorox Company 0.31% 102.53 -1.06% -3.90% +6.00% +4.11% 83
SJM J.M. Smucker Company 0.29% 132.34 +0.38% +6.45% +8.29% +38.17% 86
MOWI.OL MOWI 0.26% 209.00 +1.41% +3.90% +2.05% -12.50% 73
MKS.LSE MARKS AND SPENCER GROUP PLC 0.26% 394.80 +0.87% +3.11% -3.59% +20.62% 31
ORK.OL ORKLA 0.23% 95.20 +0.95% -2.41% -10.10% -12.44% 5
HEIO.AS HEINEKEN HOLDING NV 0.22% 67.65 +0.07% -0.51% -6.88% +8.71% 17
SAP SAP Ag ADR 0.19% 221.54 +0.17% +1.31% +22.48% -8.80% 98
TAP Molson Coors Brewing 0.19% 41.46 +0.68% -2.32% -0.22% -9.19% 53
ABF.LSE ASSOCIATED BRITISH FOODS PLC 0.19% 2052.00 -0.58% -0.44% -1.87% -2.45% 37
KESKOB.HE KESKO CLASS B 0.17% 22.40 +1.08% +1.91% +3.32% +19.11% 75
CAG Conagra Brands 0.17% 16.09 +0.44% -2.07% +7.05% -2.82% 85
HRL Hormel Foods Corp 0.16% 21.57 +1.36% -9.67% -14.98% -6.52% 0
BARN.SW BARRY CALLEBAUT AG 0.14% 1107.00 -0.98% -2.72% -2.89% -13.29% 34
BF-B BROWN FORMAN CORP CLASS B 0.12% 27.22 -0.22% -4.29% -5.58% +5.42% 22
CPB The Campbell's Company 0.10% 23.39 +0.47% -2.34% +5.93% -13.30% 81

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 2026-08-28: over 21 sessions the fund returned -1.59% while its median constituent returned -0.24% — a dispersion of 7.46 pp; 61% of 59 members beat the fund. Broad decline - breadth is falling with price.

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

As of 2026-08-28: fund +0.29%, median member +0.17%, 37 advancers vs 22 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. 59 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.