PBJ's Five-Year Return Falls Disappointingly Short

"PBJ is designed to provide targeted exposure to companies that produce, distribute, and sell food and beverages. The fund holds 30 stocks with a balanced approach-no single position exceeds 5.3% of the portfolio. This diversification within the sector helps spread risk across beverage giants like PepsiCo (NASDAQ:PEP) and Coca-Cola (NYSE:KO) as well as smaller players like Celsius Holdings (NASDAQ:CELH) and Cal-Maine Foods (NASDAQ:CALM). The fund charges a 0.61% expense ratio, which is reasonable for a specialized sector ETF."

"Over the past year, PBJ returned just 1.9% while the S&P 500 gained 13.6%. This performance gap reveals the structural challenges facing food and beverage companies today. Commodity cost pressures squeeze margins at the same time limited pricing flexibility prevents companies from passing those costs to consumers. Even strong individual performers like Monster Beverage (NASDAQ:MNST) couldn't offset these sector-wide headwinds."

PBJ provides targeted exposure to food and beverage companies, holding 30 stocks with no single position over 5.3%. Holdings include large beverage companies like PepsiCo and Coca-Cola alongside smaller names such as Celsius Holdings and Cal-Maine Foods. The ETF charges a 0.61% expense ratio and yields 1.92%, reflecting income orientation and cash-generating mature businesses with pricing power and established distribution. Over the past year PBJ returned 1.9% versus the S&P 500's 13.6%, and over five years it returned 37% versus the market's 79%. Sector headwinds include commodity cost pressures, limited pricing flexibility, and slow volume growth.

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