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iShares Consumer Staples ETF offers lower fees and higher yield than PBJ
IYK charges a 0.38% expense ratio versus 0.61% for PBJ, and its trailing yield is 2.50% compared with 1.30%.
The Motley Fool, via Yahoo Finance, contrasts two defensive consumer-focused ETFs, iShares U.S. Consumer Staples ETF (IYK) and Invesco Food & Beverage ETF (PBJ), noting that IYK is positioned as broader staples exposure while PBJ concentrates on food and beverage holdings.
According to the comparison, IYK has a lower cost structure, with a 0.38% expense ratio versus 0.61% for PBJ, and a wider income gap. The outlet reports that IYK paid $1.90 per share over the trailing 12 months, which translates to a 2.50% yield on the fund’s recent price of about $73.11.
The two ETFs also differ in portfolio construction. IYK holds 53 stocks and allocates 83% to consumer defensive names, with healthcare at 13% and basic materials at 3%, and its largest positions include Procter & Gamble, Coca-Cola, and Philip Morris International.
For PBJ, the outlet says it tracks the Dynamic Food & Beverage Intellidex Index with 31 equities, including 70% in consumer defensive stocks. It highlights that PBJ paid $0.61 per share over the trailing 12 months, for a 1.30% yield on a recent price of about $47.92, with top holdings such as Monster Beverage and Archer-Daniels-Midland.