VDC vs. PBJ
Compare and contrast key facts about Vanguard Consumer Staples ETF (VDC) and Invesco Dynamic Food & Beverage ETF (PBJ).
VDC and PBJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. 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 VDC 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.
Performance
VDC vs. PBJ - Performance Comparison
Loading graphics...
VDC vs. PBJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDC Vanguard Consumer Staples ETF | 6.90% | 2.17% | 13.30% | 2.38% | -1.79% | 17.64% | 10.86% | 26.11% | -7.79% | 11.85% |
PBJ Invesco Dynamic Food & Beverage ETF | 9.63% | -1.86% | 2.49% | 2.31% | 3.14% | 26.88% | 5.53% | 17.50% | -11.21% | 1.87% |
Returns By Period
In the year-to-date period, VDC achieves a 6.90% return, which is significantly lower than PBJ's 9.63% return. Over the past 10 years, VDC has outperformed PBJ with an annualized return of 7.72%, while PBJ has yielded a comparatively lower 5.50% annualized return.
VDC
- 1D
- 0.23%
- 1M
- -7.52%
- YTD
- 6.90%
- 6M
- 6.26%
- 1Y
- 4.94%
- 3Y*
- 7.68%
- 5Y*
- 7.34%
- 10Y*
- 7.72%
PBJ
- 1D
- 0.48%
- 1M
- -3.63%
- YTD
- 9.63%
- 6M
- 7.39%
- 1Y
- 8.24%
- 3Y*
- 3.42%
- 5Y*
- 5.64%
- 10Y*
- 5.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VDC vs. PBJ - Expense Ratio Comparison
VDC has a 0.10% expense ratio, which is lower than PBJ's 0.63% expense ratio.
Return for Risk
VDC vs. PBJ — Risk / Return Rank
VDC
PBJ
VDC vs. PBJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples ETF (VDC) 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.
| VDC | PBJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.58 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.62 | 0.92 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.78 | -0.08 |
Martin ratioReturn relative to average drawdown | 1.76 | 1.92 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VDC | PBJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.58 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.41 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.36 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.47 | +0.20 |
Correlation
The correlation between VDC and PBJ is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VDC vs. PBJ - Dividend Comparison
VDC's dividend yield for the trailing twelve months is around 2.15%, more than PBJ's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDC Vanguard Consumer Staples ETF | 2.15% | 2.26% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% |
PBJ Invesco Dynamic Food & Beverage ETF | 1.54% | 1.83% | 1.11% | 1.81% | 1.82% | 0.90% | 1.12% | 1.21% | 1.41% | 0.70% | 1.56% | 1.24% |
Drawdowns
VDC vs. PBJ - Drawdown Comparison
The maximum VDC drawdown since its inception was -34.24%, smaller than the maximum PBJ drawdown of -39.15%. Use the drawdown chart below to compare losses from any high point for VDC and PBJ.
Loading graphics...
Drawdown Indicators
| VDC | PBJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.24% | -39.15% | +4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -12.48% | +3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -16.55% | -15.81% | -0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -25.31% | -28.49% | +3.18% |
Current DrawdownCurrent decline from peak | -7.52% | -3.63% | -3.89% |
Average DrawdownAverage peak-to-trough decline | -3.71% | -5.41% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 5.09% | -1.36% |
Volatility
VDC vs. PBJ - Volatility Comparison
Vanguard Consumer Staples ETF (VDC) and Invesco Dynamic Food & Beverage ETF (PBJ) have volatilities of 3.89% and 4.09%, 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.
Loading graphics...
Volatility by Period
| VDC | PBJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 4.09% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 9.09% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.75% | 14.43% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.98% | 13.74% | -0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.59% | 15.13% | -0.54% |