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PBJ - ETF AI Analysis

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PBJ

Invesco Dynamic Food & Beverage ETF (PBJ)

Rating:67Neutral
Price Target:
PBJ’s overall rating suggests it is a solid but not top-tier food and beverage ETF, with strengths that are partly offset by some weaker spots. High-quality holdings like Monster Beverage and Coca-Cola, which show strong financial performance, positive earnings sentiment, and supportive growth strategies, help lift the fund’s quality. However, holdings such as Kroger and Starbucks, which face issues like high leverage, profitability pressures, and bearish technical trends, along with the ETF’s concentration in the food and beverage sector, introduce risk and likely keep the rating from being higher.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has recently worked well for investors.
Leading Holdings with Strong Momentum
Several of the largest positions, such as Archer Daniels Midland, Corteva, Monster Beverage, Starbucks, and Coca-Cola, have shown strong performance, helping support the fund’s overall returns.
Defensive Sector Focus
Heavy exposure to consumer defensive companies means the fund is tilted toward businesses that tend to be more resilient when the economy slows.
Negative Factors
High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Short-Term Performance Bumpiness
Recent one-month gains contrast with weaker three-month results, suggesting the fund’s returns can be choppy over shorter periods.
Concentrated U.S. and Sector Exposure
With almost all assets in U.S. stocks and a heavy tilt toward consumer defensive names, investors are highly exposed to one country and a narrow slice of the market.

PBJ vs. SPDR S&P 500 ETF (SPY)

PBJ Summary

The Invesco Dynamic Food & Beverage ETF (PBJ) follows the Dynamic Food & Beverage Intellidex Index, focusing on U.S. companies in the food and drink business. It holds well-known names like Coca-Cola and PepsiCo, along with grocery and snack brands, giving you a mix of makers, distributors, and sellers of everyday products. Someone might invest in PBJ to add stability and diversification to their portfolio, since people tend to buy food and drinks in good and bad times. However, this ETF can still go up and down with the stock market and is heavily tied to the food and beverage industry.
How much will it cost me?The Invesco Dynamic Food & Beverage ETF (PBJ) has an expense ratio of 0.61%, meaning you’ll pay $6.10 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on selecting stocks with strong fundamentals in the food and beverage industry.
What would affect this ETF?The Invesco Dynamic Food & Beverage ETF (PBJ) could benefit from steady demand for consumer staples, especially during economic uncertainty, as food and beverage products are essential. However, rising interest rates or inflation could increase costs for companies in this sector, potentially affecting profitability. Additionally, regulatory changes or shifts in consumer preferences toward healthier or sustainable options may impact some of its top holdings like Monster Beverage or Kraft Heinz.

PBJ Top 10 Holdings

PBJ is powered by classic consumer staples, with Coca-Cola, Monster Beverage, and Starbucks doing much of the heavy lifting as their shares keep rising on solid demand for drinks and coffee. Freshpet and Maplebear add a fast-growing, more adventurous flavor, with both stocks climbing and giving the fund a bit of a growth kick. On the flip side, PepsiCo and Kroger have been lagging, acting like a mild headwind rather than a full-on drag. Overall, PBJ is firmly anchored in U.S. food and beverage names, making it a concentrated bet on North American consumer staples.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Archer Daniels Midland5.72%$5.03M$40.97B44.81%
64
Neutral
Kroger Company5.34%$4.70M$37.46B-7.94%
56
Neutral
Keurig Dr Pepper5.07%$4.46M$43.27B15.55%
71
Outperform
Corteva5.04%$4.44M$54.05B15.38%
75
Outperform
Coca-Cola4.94%$4.34M$378.06B32.50%
75
Outperform
Sysco4.87%$4.28M$37.75B-3.44%
71
Outperform
Starbucks4.70%$4.13M$110.97B14.32%
56
Neutral
Monster Beverage4.69%$4.13M$87.31B37.72%
80
Outperform
The Andersons3.06%$2.69M$2.43B79.76%
71
Outperform
Bunge Global2.99%$2.63M$22.50B49.32%
66
Neutral

PBJ Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
47.93
Negative
100DMA
47.99
Negative
200DMA
47.79
Negative
Market Momentum
MACD
-0.33
Positive
RSI
36.67
Neutral
STOCH
3.30
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBJ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 47.71, equal to the 50-day MA of 47.93, and equal to the 200-day MA of 47.79, indicating a bearish trend. The MACD of -0.33 indicates Positive momentum. The RSI at 36.67 is Neutral, neither overbought nor oversold. The STOCH value of 3.30 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PBJ.

PBJ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$87.85M0.61%
67
Neutral
$85.89M0.40%
68
Neutral
$79.07M0.60%
67
Neutral
$71.71M0.15%
70
Outperform
$35.96M0.29%
63
Neutral
$17.99M0.60%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PBJ
Invesco Dynamic Food & Beverage ETF
46.54
1.35
2.99%
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
PSL
Invesco DWA Consumer Staples Momentum ETF
GXPS
Global X PureCap MSCI Consumer Staples ETF
PSCC
Invesco S&P SmallCap Consumer Staples ETF
FTXG
First Trust Nasdaq Food & Beverage ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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