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See exactly how PBJ's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for PBJ and 80,000+ other tickers.
The Invesco Food & Beverage ETF, referred to as the Fund, mirrors the performance of the Dynamic Food & Beverage Intellidex Index. Generally, the Fund commits at least 90% of its total capital to the assets found within this Index. The Index aims to achieve capital appreciation by meticulously evaluating companies based on several key investment attributes, including share price trajectory, earnings expansion, inherent quality, executive actions, and overall market value. Composed of securities from 30 U.S. companies, the Index specifically targets businesses primarily involved in the…
The Vanguard Consumer Staples ETF and the Invesco Food and Beverage ETF are built to weather recessions, but one is the better choice.
IYK delivered 8.3% returns over one year with a 2.5% dividend yield, while maintaining broader sector diversification across household products and tobacco alongside food and beverage stocks.
The Fidelity MSCI Consumer Staples Index ETF (FSTA) carries a significantly lower expense ratio of 0.08% compared to the 0.61% charged by Invesco Food & Beverage ETF (PBJ). PBJ maintains a concentrated portfolio of 31 holdings, while FSTA offers broader exposure with 98 positions.
Invesco Food & Beverage ETF earns a 'hold' rating due to persistent long-term underperformance and quality concerns despite improved near-term growth metrics. PBJ's 11.49% next-year EPS growth and 13.76x forward P/E create a compelling GARP profile, but quality and debt remain key risks. High portfolio turnover and a quant model not tailored to consumer staples drive volatility and inconsistent factor exposures.
Invesco Food & Beverage ETF manages significantly more assets and has a longer operational history than First Trust Nasdaq Food & Beverage ETF First Trust Nasdaq Food & Beverage ETF provides a higher dividend yield but has experienced greater historical volatility Both funds concentrate heavily on the consumer defensive sector and share identical holdings counts