FTXG vs. PBJ
Compare and contrast key facts about First Trust Nasdaq Food & Beverage ETF (FTXG) and Invesco Dynamic Food & Beverage ETF (PBJ).
FTXG and PBJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTXG is a passively managed fund by First Trust that tracks the performance of the Nasdaq U.S. Smart Food & Beverage Index. It was launched on Sep 20, 2016. PBJ is a passively managed fund by Invesco that tracks the performance of the Dynamic Food & Beverage Intellidex Index. It was launched on Jun 23, 2005. Both FTXG and PBJ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTXG or PBJ.
Correlation
The correlation between FTXG and PBJ is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FTXG vs. PBJ - Performance Comparison
Key characteristics
FTXG:
-0.25
PBJ:
-0.14
FTXG:
-0.25
PBJ:
-0.09
FTXG:
0.97
PBJ:
0.99
FTXG:
-0.21
PBJ:
-0.17
FTXG:
-0.55
PBJ:
-0.45
FTXG:
7.05%
PBJ:
4.32%
FTXG:
15.22%
PBJ:
14.46%
FTXG:
-31.53%
PBJ:
-39.15%
FTXG:
-13.88%
PBJ:
-4.40%
Returns By Period
In the year-to-date period, FTXG achieves a -0.02% return, which is significantly lower than PBJ's 0.61% return.
FTXG
-0.02%
-1.22%
-6.17%
-4.30%
6.81%
N/A
PBJ
0.61%
1.98%
0.29%
-1.73%
10.62%
5.18%
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FTXG vs. PBJ - Expense Ratio Comparison
FTXG has a 0.60% expense ratio, which is lower than PBJ's 0.63% expense ratio.
Risk-Adjusted Performance
FTXG vs. PBJ — Risk-Adjusted Performance Rank
FTXG
PBJ
FTXG vs. PBJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Food & Beverage ETF (FTXG) and Invesco Dynamic Food & Beverage ETF (PBJ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FTXG vs. PBJ - Dividend Comparison
FTXG's dividend yield for the trailing twelve months is around 2.79%, more than PBJ's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTXG First Trust Nasdaq Food & Beverage ETF | 2.79% | 2.76% | 4.27% | 1.50% | 1.52% | 1.35% | 1.26% | 1.37% | 1.56% | 0.30% | 0.00% | 0.00% |
PBJ Invesco Dynamic Food & Beverage ETF | 1.44% | 1.11% | 1.80% | 1.81% | 0.90% | 1.12% | 1.21% | 1.41% | 0.70% | 1.56% | 1.24% | 1.32% |
Drawdowns
FTXG vs. PBJ - Drawdown Comparison
The maximum FTXG drawdown since its inception was -31.53%, smaller than the maximum PBJ drawdown of -39.15%. Use the drawdown chart below to compare losses from any high point for FTXG and PBJ. For additional features, visit the drawdowns tool.
Volatility
FTXG vs. PBJ - Volatility Comparison
First Trust Nasdaq Food & Beverage ETF (FTXG) and Invesco Dynamic Food & Beverage ETF (PBJ) have volatilities of 7.95% and 8.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.