IYK vs. PBJ: Blue-Chip Stability or Concentrated Food Bets?

Invesco Food & Beverage ETF (NYSEMKT:PBJ) and iShares US Consumer Staples ETF (NYSEMKT:IYK) disagree astir connected cost, yield, and assemblage breadth—with IYK charging less, paying a higher dividend, and holding a wider premix of user names.

Both ETFs people U.S. companies successful the antiaircraft user space, but their approaches and exposures diverge. This examination explores however each fund’s fees, returns, holdings, and hazard profiles stack up for investors considering a focused nutrient and beverage play versus a broader user staples allocation.

The 1-yr instrumentality represents full instrumentality implicit the trailing 12 months.

IYK comes successful much affordable connected fees and delivers a higher payout, with a 0.38% disbursal ratio and 2.6% output compared to PBJ’s 0.61% and 1.8%, respectively.

IYK tracks U.S. user staples, holding 54 stocks with a tilt toward large, household names. Its portfolio is 84% user antiaircraft and 12% healthcare, with apical positions in Procter & Gamble (NYSE:PG), Coca-Cola (NYSE:KO), and Philip Morris International (NYSE:PM). The money is seasoned astatine 25.6 years, offering wide vulnerability crossed user essentials and a humble allocation to healthcare.

PBJ, connected the different hand, is astir wholly focused connected nutrient and beverage companies, with 89% successful user defensive, 5% successful basal materials, and 3% successful user cyclicals. Its apical holdings—Monster Beverage (NASDAQ:MNST), Corteva (NYSE:CTVA), and The Hershey Co (NYSE:HSY)—reflect this narrower manufacture slice. PBJ’s attack whitethorn entreaty to those seeking much targeted vulnerability to food-related trends.

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IYK and PBJ some put successful user staples — the mundane essentials radical bargain careless of economical conditions. In times of marketplace uncertainty, these stocks often clasp their worth amended than maturation sectors due to the fact that request stays steady, and they supply that "sleep good astatine night" quality. But here's the cardinal difference: IYK takes a broad, blue-chip attack portion PBJ focuses specifically connected nutrient and beverage companies.