PBCS - ETF AI Analysis
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Portfolio Building Block World Consumer Staples ETF (PBCS)
PBCS, the Portfolio Building Block World Consumer Staples ETF, earns a solid overall rating thanks to its heavy exposure to strong global consumer staples leaders like Walmart and PepsiCo, which benefit from robust financial performance, strategic growth initiatives, and supportive cash flows. The rating is held back somewhat by holdings such as Philip Morris and Altria, where high leverage, bearish technical trends, and industry challenges add risk. The main risk factor is the fund’s concentration in the consumer staples sector, which limits diversification and ties performance closely to that industry’s dynamics.
PBCS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 75.19M
- Region
- Developed Markets
- Expense Ratio
- 0.14%
- Beta
- -0.17
- Issuer
- Portfolio Building Block
- Inception Date
- Sep 24, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- BITA Global Consumer Staples Select Index - Benchmark TR Net
PBCS Summary
PBCS is the Portfolio Building Block World Consumer Staples ETF. It follows the BITA Global Consumer Staples Select Index, focusing on companies that sell everyday essentials like food, drinks, and household products around the world. Big names in the fund include Walmart and Coca-Cola. Investors might consider this ETF to add stability and diversification, since consumer staples tend to be used in good and bad economic times. However, it can still go up and down with the stock market and is heavily focused on consumer staples companies, which may lag when more growth-focused sectors are booming.
How much will it cost me?
This ETF has an expense ratio of 0.14%, which means you’ll pay about $1.40 per year for every $1,000 you invest. That’s lower than the average ETF because it’s a passively managed fund that tracks a consumer staples index, keeping costs down.
What would affect this ETF?
This ETF is heavily invested in large global consumer staples companies like Walmart, Coca-Cola, and Nestlé, so it could benefit if developed-market economies stay stable, shoppers keep spending on everyday essentials, and interest rates fall, which often supports defensive sectors. On the other hand, it could face pressure if higher interest rates make safer income options more attractive, if new regulations or taxes hit tobacco, beverages, or packaged foods, or if a global slowdown hurts major retailers and brand-name consumer goods companies.
PBCS Top 10 Holdings
This ETF leans heavily on global consumer staples giants, with U.S. powerhouses like Costco and Procter & Gamble helping keep the fund’s engine humming as their shares trend steadily higher. Coca-Cola and Philip Morris are also rising, giving the portfolio a lift with their strong brand power. On the flip side, European staples such as Nestlé and PepsiCo have been losing steam lately, acting as mild brakes on performance. Overall, the fund is firmly anchored in defensive consumer names across developed markets, with a clear tilt toward large U.S. and European household brands.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WMT | Walmart | 10.58% | $7.37M | $995.84B | 23.45% | 78Outperform |
 COST | Costco | 9.21% | $6.42M | $466.86B | 14.07% | 72Outperform |
 KO | Coca-Cola | 7.93% | $5.53M | $411.56B | 38.53% | 75Outperform |
 PG | Procter & Gamble | 7.53% | $5.25M | $383.36B | 13.19% | 69Neutral |
 PM | Philip Morris | 6.10% | $4.25M | $308.43B | 32.01% | 61Neutral |
 CH:NESN | Nestlé SA | 5.25% | $3.66M | CHF 220.83B | 8.82% | 71Outperform |
 PEP | PepsiCo | 4.22% | $2.94M | $192.61B | -0.17% | 78Outperform |
 GB:ULVR | Unilever | 3.13% | $2.18M | GBP 106.21B | -4.59% | 72Outperform |
 MO | Altria Group | 2.88% | $2.01M | $126.62B | 32.91% | 64Neutral |
 FR:OR | L'Oreal | 2.76% | $1.93M | EUR 239.27B | 26.97% | 71Outperform |
PBCS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBCS, the sentiment is Positive. The current price of 27.31 is above the 20-day moving average (MA) of 26.63, compared to the 50-day MA of , and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.83 indicates Negative momentum. The RSI at 62.49 is Neutral, neither overbought nor oversold. The STOCH value of 73.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PBCS.
PBCS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PBCS | $27.31 | $27.00(-1.14% Downside) | $75.19M | 0.14% | 68Neutral |
 AGNG | $40.28 | $44.45(10.36% Upside) | $98.84M | 0.50% | 64Neutral |
 FDIQ | $76.05 | $84.76(11.46% Upside) | $43.99M | 0.35% | 73Outperform |
 WISE | $28.19 | $53.53(89.87% Upside) | $19.81M | 0.35% | 58Neutral |
 FOWF | $33.12 | $46.03(38.95% Upside) | $14.18M | 0.49% | 70Neutral |
 ERET | $28.45 | $31.94(12.27% Upside) | $13.67M | 0.30% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PBCS | Portfolio Building Block World Consumer Staples ETF | 27.31 | 2.55 | 10.31% | |
| AGNG | Global X Aging Population ETF | 40.28 | 6.23 | 18.30% | |
| FDIQ | Invesco Bloomberg Financial Data Providers ETF | 76.05 | 18.43 | 31.98% | |
| WISE | Themes Generative Artificial Intelligence ETF | 28.19 | -13.74 | -32.76% | |
| FOWF | Pacer Solactive Whitney Future of Warfare ETF | 33.12 | 2.36 | 7.68% | |
| ERET | iShares Environmentally Aware Real Estate ETF | 28.45 | 2.03 | 7.70% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.