Each the Invesco Meals & Beverage ETF (NYSEMKT:PBJ) and the First Belief Nasdaq Meals & Beverage ETF (NASDAQ:FTXG) provide publicity to the U.S. meals and beverage trade, with related holdings counts. This comparability highlights their variations in danger, revenue potential, and buying and selling traits to assist buyers resolve which can higher match their portfolio wants.
Metric | PBJ | FTXG |
|---|---|---|
Issuer | Invesco | First Belief |
Expense ratio | 0.61% | 0.60% |
1-yr return (as of Feb. 14, 2026) | 7.50% | 6.87% |
Dividend yield | 1.62% | 2.60% |
Beta | 0.55 | 0.42 |
AUM | $103.9 million | $20.10 million |
Beta measures value volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents whole return over the trailing 12 months.
PBJ and FTXG are almost similar when it comes to bills, however FTXG gives a better dividend yield, which can enchantment to buyers in search of revenue from the sector.
Metric | PBJ | FTXG |
|---|---|---|
Max drawdown (5 y) | -15.84% | -21.71% |
Development of $1,000 over 5 years | $1,296 | $925 |
Almost a decade since its inception, FTXG tracks a sensible beta index centered on U.S. meals and beverage firms, with 31 firms in its holdings. Its largest positions are PepsiCo, Inc. (NASDAQ:PEP), Archer-Daniels-Midland Firm (NYSE:ADM), and Mondelez Worldwide, Inc. (NASDAQ:MDLZ).
Launched over a decade in the past, PBJ additionally holds 31 shares throughout the meals and beverage sector, however it spreads its high holdings throughout Hershey Co. (NYSE:HSY), PepsiCo, and Sysco Corp. (NYSE:SYY).
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If buyers are extra involved with long-term investments, PBJ has seemed a lot better, with a 31% return during the last 5 years, whereas FTXG has fallen 6.94% over the identical interval. And despite the fact that FXTG has the upper dividend yield proportion, PBJ has the upper quarterly dividend payout, because the fund’s value is roughly twice as excessive.
High holdings might also be a think about deciding between these two ETFs, as a result of when taking a look at FTXG, PepsiCo is its main asset, whereas PBJ’s most weighted asset is Hershey.
No matter which fund buyers select, each will be precious additions to at least one’s portfolio throughout financial downturns, as most of the firms held inside each funds present important items to shoppers whatever the economic system’s situation. Shopper defensive shares and ETFs are sometimes used as a hedge in opposition to market volatility, so whereas their returns will not be as excessive as tech shares, they are often way more secure.
