Despite the recent uncertainty relating to tariffs, most retailers have performed better than expected. The earnings season was marked by an initial surprise from Walmart when the retail giant noted that prices would increase as a result of tariffs. Other retailers, however, such as Home Depot offered a more positive outlook.
I reiterate my buy rating on XRT, supported by resilient consumer spending and a bullish seasonal period for retail stocks. XRT's valuation remains attractive at a 15.3x P/E, with improved momentum and strong June-July historical performance. The ETF offers diversified exposure to retail, with a focus on small and mid-cap Consumer Discretionary stocks and a higher-than-average dividend yield.
Gerald Storch, former Target vice chairman, joins CNBC's 'Money Movers' to discuss how retail companies will adapt to tariffs, how supply chain structure impacts tariff impact, and more.
![]() XRT In 1 month Estimated | Quarterly | $0.2 Per Share |
![]() XRT 1 month ago Paid | Quarterly | $0.2 Per Share |
![]() XRT 4 months ago Paid | Quarterly | $0.18 Per Share |
![]() XRT 7 months ago Paid | Quarterly | $0.56 Per Share |
![]() XRT 10 months ago Paid | Quarterly | $0.12 Per Share |
![]() XRT 24 Jun 2024 Paid | Quarterly | $0.37 Per Share |
![]() XRT In 1 month Estimated | Quarterly | $0.2 Per Share |
![]() XRT 1 month ago Paid | Quarterly | $0.2 Per Share |
![]() XRT 4 months ago Paid | Quarterly | $0.18 Per Share |
![]() XRT 7 months ago Paid | Quarterly | $0.56 Per Share |
![]() XRT 10 months ago Paid | Quarterly | $0.12 Per Share |
![]() XRT 24 Jun 2024 Paid | Quarterly | $0.37 Per Share |
XHAN Exchange | US Country |
The fund is designed to mirror the performance of the S&P Retail Select Industry Index, reflecting a specialized approach to investing in the retail sector. It utilizes a sampling strategy to achieve this goal, whereby it invests most or all of its assets in the securities that make up the index. This index is a component of the S&P Total Market Index (S&P TMI), focusing specifically on the retail industry. By committing at least 80% of its total assets to securities within the index, the fund seeks to offer investors exposure to the retail segment's performance, reflecting trends and opportunities within this dynamic sector.
The fund's main product and service offerings are centered around investment in the retail sector, as outlined below: