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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
July 4 travel is set to stay strong despite inflation and high gas prices. These ETFs could benefit from holiday spending trends.
As we venture toward the halfway point of 2026, the headline narrative for consumer food prices is one of stabilizing moderation. However, this masks a sharp structural divergence under the surface that potentially has implications for ETFs tracking different cross-sections of the consumer food space.
Invesco Food & Beverage ETF has provided higher total returns over the last five years compared to First Trust Nasdaq Food & Beverage ETF. First Trust Nasdaq Food & Beverage ETF offers a higher trailing-12-month dividend yield.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.