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IXIiShares · Equity - Global Sectors · Equity · Global ex-Australia

iShares Global Consumer Staples ETF

Fee p.a.
0.41%
ASX report
Fund size
A$136m
12m flow A$-3.2m
Yield
2.1%
2 payments / yr
Volatility 3y
12.7%
annualised
Max DD 3y
−10.4%
all-time −15.5%
Listed
2009
12 Mar 2009 · spread 0.21%

Growth of $10,000

Since listing, distributions reinvested
$5k$10k$15k$20k$25k$30k$35k$40k$45k200920112013201520172019202120232025
$10,000 at listing$41,037 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−3.4%
−0.6%
3 months
2.4%
6 months
−5.1%
Year to date
−0.7%
1 year
−3.3%
1.4%
3 years p.a.
3.3%
4.0%
5 years p.a.
4.4%
5.6%
10 years p.a.
6.0%
Since listing p.a.
8.6%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y −0.06Vol 1y 14.1%Vol 5y 12.7%Max DD 1y −10.3%Max DD 5y −11.2%Best year 42.3%81% positive years

Calendar-year returns

2010
−3.6%
2011
4.9%
2012
7.3%
2013
42.3%
2014
16.6%
2015
19.6%
2016
1.4%
2017
8.4%
2018
−1.2%
2019
24.0%
2020
−1.8%
2021
18.5%
2022
1.4%
2023
0.1%
2024
14.3%
2025
2.0%
2026
−0.7%

Where the money is

Look-through exposure as at 2 Sept 2026 · 1 securities · top 10 = 100.0%

Country

United States100.0%

Sector

Financials100.0%

Top holdings

ISHARES GLOBAL CONSUMER STAPLES ETUnited States
100.0%

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
iShares Edge MSCI World Minimum Volatility ETF
0.25%
0%
0.65
Global X S&P 500 High Yield Low Volatility ETF
0.35%
0%
0.64
Vanguard Global Infrastructure Index ETF
0.47%
0%
0.55
iShares Global Healthcare ETF
0.41%
0%
0.54
Betashares S&P Global High Dividend Aristocrats ETF
0.39%
0%
0.50
SPDR Dow Jones Global Real Estate ESG Tilted ETF
0.20%
0%
0.48
VanEck Global Healthcare Leaders ETF
0.45%
0%
0.46
SPDR S&P Global Dividend ETF
0.35%
0%
0.41
Betashares S&P 500 Equal Weight ETF
0.29%
0%
0.39
Betashares FTSE 100 ETF
0.45%
0%
0.38
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