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PBJ - ETF AI Analysis

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PBJ

Invesco Dynamic Food & Beverage ETF (PBJ)

Rating:69Neutral
Price Target:
PBJ, the Invesco Dynamic Food & Beverage ETF, has a solid overall rating driven largely by strong, well-established consumer brands like PepsiCo, Monster Beverage, Hershey, and Corteva, which benefit from robust financial performance, innovation, and generally positive outlooks. The fund’s score is held back somewhat by weaker names such as United Natural Foods and Kroger, which face profitability, valuation, and technical challenges. The main risk factor is its concentration in the food and beverage industry, meaning the ETF is heavily exposed to sector-specific headwinds like changing consumer preferences and input cost pressures.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its strategy.
Resilient Consumer Defensive Focus
With most assets in consumer defensive companies like food and beverage producers and retailers, the fund targets businesses that tend to hold up better during economic slowdowns.
Several Strong Top Holdings
Key positions such as Corteva, Archer Daniels Midland, Kroger, and United Natural Foods have delivered strong year-to-date results, helping support the fund’s overall performance.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentrated Sector Exposure
With the vast majority of assets in the consumer defensive sector, the ETF is heavily tied to the fortunes of food and beverage-related businesses.
Limited Geographic Diversification
Almost all holdings are U.S.-based, so investors get little benefit from international diversification.

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

PBJ Summary

PBJ is the Invesco Dynamic Food & Beverage ETF, which follows the Dynamic Food & Beverage Intellidex Index. It focuses on U.S. companies in the food and drink business, including makers, distributors, and retailers of everyday items. Well-known holdings include PepsiCo and The Hershey Company. Someone might invest in PBJ to get diversified exposure to consumer staples, a sector that can be more stable because people keep buying food and beverages 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 leaning heavily into U.S. food and beverage names, with a clear tilt toward defensive consumer staples. Corteva and Archer Daniels Midland have been quietly rising, acting as steady engines for the fund, while PepsiCo adds a reliable blue-chip backbone. On the flip side, Sysco and Hershey have been losing steam lately, putting a bit of drag on overall returns, and Mondelez looks more mixed than exciting. United Natural Foods has been a surprising bright spot, injecting some growth flavor into an otherwise steady, staples-focused portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Archer Daniels Midland5.29%$4.93M$33.36B46.80%
64
Neutral
Corteva5.20%$4.85M$53.57B29.01%
75
Outperform
Kroger Company4.82%$4.49M$41.18B-6.35%
56
Neutral
Mondelez International4.79%$4.47M$73.94B-11.80%
62
Neutral
PepsiCo4.64%$4.32M$212.45B15.21%
78
Outperform
Monster Beverage4.58%$4.27M$76.50B31.41%
80
Outperform
Sysco4.28%$3.99M$36.61B7.02%
71
Outperform
The Hershey Company4.13%$3.85M$38.81B14.37%
76
Outperform
United Natural Foods3.48%$3.24M$2.93B85.50%
52
Neutral
Maplebear3.30%$3.08M$9.98B7.94%
79
Outperform

PBJ Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
49.29
Positive
100DMA
47.83
Positive
200DMA
46.84
Positive
Market Momentum
MACD
0.16
Positive
RSI
50.74
Neutral
STOCH
56.91
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBJ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 49.68, equal to the 50-day MA of 49.29, and equal to the 200-day MA of 46.84, indicating a neutral trend. The MACD of 0.16 indicates Positive momentum. The RSI at 50.74 is Neutral, neither overbought nor oversold. The STOCH value of 56.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PBJ.

PBJ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$93.28M0.61%
69
Neutral
$96.88M0.40%
68
Neutral
$90.39M0.60%
68
Neutral
$52.23M0.15%
70
Outperform
$33.47M0.29%
66
Neutral
$21.00M0.60%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PBJ
Invesco Dynamic Food & Beverage ETF
49.47
2.75
5.89%
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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