KXI vs LRGC
Comparison between ISHARES GLOBAL CONSUMER STAPLES ETF (KXI, ETF) and AB US LARGE CAP STRATEGIC EQUITIES ETF (LRGC, ETF).
KXI vs LRGC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KXI
$977M
Winner
LRGC
$980M
Expense Ratio
KXI
0.39%
LRGC
0.39%
Max Drawdown
KXI
43.89%
Winner
LRGC
19.38%
Sharpe Ratio
KXI
0.25
Winner
LRGC
1.85
5Y Beta
Winner
KXI
0.24
LRGC
0.96
P/E Ratio
KXI
26.73
Winner
LRGC
26.25
Forward P/E
Winner
KXI
21.18
LRGC
21.35
PEG Ratio
KXI
1.07
Winner
LRGC
0.54
5Y Dividends CAGR
KXI
3.51%
LRGC
N/A
5Y EPS CAGR
KXI
9.37%
Winner
LRGC
26.68%
Debt to Equity
KXI
134.91%
LRGC
N/A
P/S Ratio
Winner
KXI
1.55
LRGC
3.57
P/B Ratio
KXI
5.72
Winner
LRGC
4.85
KXI vs LRGC - Holdings Comparison
KXI and LRGC have 5 common holdings. Overlap is 3.17%
KXI's top 25 holdings weight is 71.79%. LRGC's top 25 holdings weight is 65.23%.
| Rank | KXI | LRGC |
|---|---|---|
| #1 | WALMART INC (WMT) - 9.51% | NVIDIA CORP (NVDA) - 7.72% |
| #2 | COSTCO WHOLESALE CORP (COST) - 7.53% | ALPHABET INC CLASS C (GOOG) - 6.21% |
| #3 | PROCTER & GAMBLE CO (PG) - 5.86% | MICROSOFT CORP (MSFT) - 5.98% |
| #4 | NESTLE SA (n/a) - 4.58% | APPLE INC (AAPL) - 5.03% |
| #5 | COCA-COLA CO (KO) - 4.42% | AMAZON.COM INC (AMZN) - 4.71% |
| #6 | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.39% | META PLATFORMS INC CLASS A (META) - 3.34% |
| #7 | PEPSICO INC (PEP) - 4.38% | BROADCOM INC (AVGO) - 3.33% |
| #8 | UNILEVER PLC (n/a) - 3.36% | VISA INC CLASS A (V) - 3.05% |
| #9 | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.06% | CHARLES SCHWAB CORP (SCHW) - 1.83% |
| #10 | ALTRIA GROUP INC (MO) - 2.98% | EATON CORP PLC (ETN) - 1.82% |
| #11 | L'OREAL SA (n/a) - 2.71% | GE VERNOVA INC (GEV) - 1.73% |
| #12 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.98% | n/a (TSM) - 1.72% |
| #13 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 1.96% | THE WALT DISNEY CO (DIS) - 1.67% |
| #14 | COLGATE-PALMOLIVE CO (CL) - 1.83% | EOG RESOURCES INC (EOG) - 1.65% |
| #15 | TARGET CORP (TGT) - 1.58% | BANK OF AMERICA CORP (BAC) - 1.60% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.48% | WELLS FARGO & CO (WFC) - 1.57% |
| #17 | DANONE SA (n/a) - 1.36% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.54% |
| #18 | DIAGEO PLC (n/a) - 1.19% | UNITEDHEALTH GROUP INC (UNH) - 1.49% |
| #19 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.15% | AUTOZONE INC (AZO) - 1.44% |
| #20 | TESCO PLC (n/a) - 1.12% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.36% |
| #21 | ALIMENTATION COUCHE-TARD INC (n/a) - 1.12% | APPLIED MATERIALS INC (AMAT) - 1.33% |
| #22 | RECKITT BENCKISER GROUP PLC (n/a) - 1.11% | EXXON MOBIL CORP (XOM) - 1.32% |
| #23 | JAPAN TOBACCO INC (n/a) - 1.07% | COCA-COLA CO (KO) - 1.29% |
| #24 | KEURIG DR PEPPER INC (KDP) - 1.03% | MERCK & CO INC (MRK) - 1.27% |
| #25 | THE KROGER CO (KR) - 1.03% | S&P GLOBAL INC (SPGI) - 1.23% |
| Total Holdings | 119 | 70 |
KXI vs LRGC - Historical Returns
Returns include dividend reinvestment.
1M
KXI
+0.28%
Winner
LRGC
+7.60%
3M
KXI
-4.00%
Winner
LRGC
+5.48%
6M
KXI
+8.04%
Winner
LRGC
+8.20%
1Y
KXI
+6.88%
Winner
LRGC
+28.82%
5Y(CAGR)
KXI
+4.76%
LRGC
N/A
10Y(CAGR)
KXI
+5.92%
LRGC
N/A
Max(CAGR)
KXI
+7.59%
Winner
LRGC
+21.91%
KXI vs LRGC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | KXI | LRGC |
|---|---|---|
| 2026 | +6.21% | +5.89% |
| 2025 | +10.14% | +16.15% |
| 2024 | +3.87% | +25.63% |
| 2023 | +2.61% | +9.30% |
| 2022 | -6.21% | N/A |
| 2021 | +14.10% | N/A |
| 2020 | +8.00% | N/A |
| 2019 | +23.80% | N/A |
| 2018 | -10.33% | N/A |
| 2017 | +17.61% | N/A |
| 2016 | +2.76% | N/A |
| 2015 | +6.71% | N/A |
| 2014 | +8.17% | N/A |
| 2013 | +17.21% | N/A |
| 2012 | +12.58% | N/A |
| 2011 | +8.92% | N/A |
| 2010 | +11.43% | N/A |
| 2009 | +20.22% | N/A |
| 2008 | -21.43% | N/A |
| 2007 | +18.69% | N/A |
| 2006 | +5.39% | N/A |
KXI vs LRGC Drawdown Comparison
The maximum drawdown for KXI was -42.27%, occurring on Mar 9, 2009. Recovery took 728 trading sessions.
The maximum drawdown for LRGC was -19.38%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current KXI drawdown is -6.70%. The current LRGC drawdown is -0.41%.
| Rank | KXI | LRGC |
|---|---|---|
| #1 | -42.27% Dec 12, 2007 - Nov 4, 2010 | -19.38% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -24.59% Jan 22, 2020 - Aug 18, 2020 | -10.00% Jan 9, 2026 - Apr 15, 2026 |
| #3 | -17.44% Jan 4, 2022 - Apr 24, 2023 | -8.34% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -16.31% May 31, 2011 - Feb 9, 2012 | -5.52% Oct 28, 2025 - Jan 6, 2026 |
| #5 | -15.98% Jan 26, 2018 - Jun 7, 2019 | -5.38% Oct 16, 2023 - Nov 6, 2023 |
| #6 | -13.71% May 1, 2023 - May 16, 2024 | -5.20% Mar 21, 2024 - May 14, 2024 |
| #7 | -11.38% Sep 6, 2016 - Apr 11, 2017 | -4.18% Dec 4, 2024 - Jan 22, 2025 |
| #8 | -10.27% Sep 16, 2024 - Apr 17, 2025 | -3.76% Sep 20, 2023 - Oct 16, 2023 |
| #9 | -10.24% Feb 27, 2026 - Mar 20, 2026 | -2.69% Oct 6, 2025 - Oct 21, 2025 |
| #10 | -10.03% Aug 5, 2015 - Mar 4, 2016 | -2.61% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -8.16% May 15, 2013 - Oct 22, 2013 | -2.37% Jan 23, 2025 - Feb 19, 2025 |
| #12 | -7.83% Oct 29, 2013 - Apr 8, 2014 | -2.08% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -6.92% Oct 12, 2020 - Nov 10, 2020 | -2.04% Jul 25, 2025 - Aug 12, 2025 |
| #14 | -6.92% Jul 3, 2014 - Nov 11, 2014 | -1.79% Aug 13, 2025 - Aug 28, 2025 |
| #15 | -6.85% Apr 26, 2012 - Jul 2, 2012 | -1.64% Sep 22, 2025 - Oct 6, 2025 |
Correlation
Correlation between KXI and LRGC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2006 - 2025)
KXI vs LRGC dividend yield comparison.
| Year | KXI | LRGC |
|---|---|---|
| 2025 | 2.29% | 0.58% |
| 2024 | 2.51% | 0.46% |
| 2023 | 2.99% | 0.17% |
| 2022 | 1.98% | 0.00% |
| 2021 | 2.26% | 0.00% |
| 2020 | 2.34% | 0.00% |
| 2019 | 2.17% | 0.00% |
| 2018 | 2.97% | 0.00% |
| 2017 | 2.17% | 0.00% |
| 2016 | 2.34% | 0.00% |
| 2015 | 2.20% | 0.00% |
| 2014 | 2.35% | 0.00% |
| 2013 | 2.03% | 0.00% |
| 2012 | 2.73% | 0.00% |
| 2011 | 2.34% | 0.00% |
| 2010 | 2.32% | 0.00% |
| 2009 | 2.20% | 0.00% |
| 2008 | 2.47% | 0.00% |
| 2007 | 0.58% | 0.00% |
| 2006 | 0.52% | 0.00% |
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