PBJ vs GMOV
Comparison between INVESCO FOOD & BEVERAGE ETF (PBJ, ETF) and GMO U.S. VALUE ETF (GMOV, ETF).
PBJ vs GMOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBJ
$91M
Winner
GMOV
$91M
Expense Ratio
PBJ
0.61%
Winner
GMOV
0.50%
Max Drawdown
PBJ
41.72%
Winner
GMOV
17.31%
Sharpe Ratio
PBJ
0.20
Winner
GMOV
1.82
5Y Beta
Winner
PBJ
0.39
GMOV
0.69
P/E Ratio
PBJ
22.72
Winner
GMOV
14.61
Forward P/E
PBJ
15.13
Winner
GMOV
12.16
PEG Ratio
PBJ
0.23
Winner
GMOV
0.21
5Y Dividends CAGR
PBJ
13.23%
GMOV
N/A
5Y EPS CAGR
PBJ
6.19%
Winner
GMOV
9.32%
Debt to Equity
PBJ
33.57%
Winner
GMOV
-12.04%
P/S Ratio
Winner
PBJ
0.35
GMOV
1.20
P/B Ratio
Winner
PBJ
2.08
GMOV
2.28
PBJ vs GMOV - Holdings Comparison
PBJ and GMOV have 7 common holdings. Overlap is 2.71%
PBJ's top 25 holdings weight is 89.45%. GMOV's top 25 holdings weight is 49.92%.
| Rank | PBJ | GMOV |
|---|---|---|
| #1 | ARCHER-DANIELS-MIDLAND CO (ADM) - 6.43% | META PLATFORMS INC CLASS A (META) - 4.25% |
| #2 | MONSTER BEVERAGE CORP (MNST) - 5.47% | ALPHABET INC CLASS A (GOOGL) - 3.53% |
| #3 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 5.30% | QUALCOMM INC (QCOM) - 2.95% |
| #4 | CORTEVA INC (CTVA) - 5.28% | EXXON MOBIL CORP (XOM) - 2.90% |
| #5 | THE KROGER CO (KR) - 4.68% | UNITEDHEALTH GROUP INC (UNH) - 2.67% |
| #6 | PEPSICO INC (PEP) - 4.44% | MERCK & CO INC (MRK) - 2.56% |
| #7 | SYSCO CORP (SYY) - 4.38% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #8 | THE HERSHEY CO (HSY) - 4.24% | VERIZON COMMUNICATIONS INC (VZ) - 2.36% |
| #9 | UNITED NATURAL FOODS INC (UNFI) - 3.93% | BANK OF AMERICA CORP (BAC) - 2.31% |
| #10 | DARLING INGREDIENTS INC (DAR) - 3.32% | PFIZER INC (PFE) - 2.12% |
| #11 | ANDERSONS INC (ANDE) - 3.26% | JPMORGAN CHASE & CO (JPM) - 2.00% |
| #12 | MAPLEBEAR INC (CART) - 3.25% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.79% |
| #13 | SEABOARD CORP (SEB) - 3.05% | COMCAST CORP CLASS A (CMCSA) - 1.73% |
| #14 | BBB FOODS INC CLASS A (TBBB) - 2.98% | EOG RESOURCES INC (EOG) - 1.57% |
| #15 | WEIS MARKETS INC (WMK) - 2.95% | THE CIGNA GROUP (CI) - 1.55% |
| #16 | SMITHFIELD FOODS INC (SFD) - 2.94% | TARGET CORP (TGT) - 1.55% |
| #17 | ARCOS DORADOS HOLDINGS INC CLASS A (ARCO) - 2.92% | AT&T INC (T) - 1.52% |
| #18 | INGLES MARKETS INC CLASS A (IMKTA) - 2.89% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.48% |
| #19 | TYSON FOODS INC CLASS A (TSN) - 2.72% | CITIGROUP INC (C) - 1.37% |
| #20 | COCA-COLA CONSOLIDATED INC (COKE) - 2.60% | PROCTER & GAMBLE CO (PG) - 1.35% |
| #21 | DOLE PLC (DOLE) - 2.56% | PROGRESSIVE CORP (PGR) - 1.29% |
| #22 | CAL-MAINE FOODS INC (CALM) - 2.54% | CVS HEALTH CORP (CVS) - 1.22% |
| #23 | POST HOLDINGS INC (POST) - 2.48% | ALLSTATE CORP (ALL) - 1.21% |
| #24 | ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.42% | U.S. BANCORP (USB) - 1.13% |
| #25 | US FOODS HOLDING CORP (USFD) - 2.42% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.12% |
| Total Holdings | 32 | 168 |
PBJ vs GMOV - Historical Returns
Returns include dividend reinvestment.
1M
PBJ
+0.15%
Winner
GMOV
+2.60%
3M
PBJ
-1.34%
Winner
GMOV
+8.47%
6M
PBJ
+5.83%
Winner
GMOV
+9.92%
1Y
PBJ
+3.52%
Winner
GMOV
+25.26%
5Y(CAGR)
PBJ
+3.84%
GMOV
N/A
10Y(CAGR)
PBJ
+5.43%
GMOV
N/A
Max(CAGR)
PBJ
+7.24%
Winner
GMOV
+15.04%
PBJ vs GMOV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBJ | GMOV |
|---|---|---|
| 2026 | +7.86% | +10.05% |
| 2025 | -2.48% | +14.98% |
| 2024 | +1.69% | -1.27% |
| 2023 | +3.23% | N/A |
| 2022 | +2.72% | N/A |
| 2021 | +27.48% | N/A |
| 2020 | +6.93% | N/A |
| 2019 | +17.62% | N/A |
| 2018 | -10.67% | N/A |
| 2017 | +1.06% | N/A |
| 2016 | +7.78% | N/A |
| 2015 | +7.18% | N/A |
| 2014 | +18.70% | N/A |
| 2013 | +30.21% | N/A |
| 2012 | +5.22% | N/A |
| 2011 | +5.66% | N/A |
| 2010 | +28.95% | N/A |
| 2009 | +8.80% | N/A |
| 2008 | -20.79% | N/A |
| 2007 | +6.17% | N/A |
| 2006 | +16.10% | N/A |
| 2005 | -2.80% | N/A |
PBJ vs GMOV Drawdown Comparison
The maximum drawdown for PBJ was -39.15%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.
The maximum drawdown for GMOV was -16.71%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The current PBJ drawdown is -5.39%. The current GMOV drawdown is -0.53%.
| Rank | PBJ | GMOV |
|---|---|---|
| #1 | -39.15% Oct 9, 2007 - Oct 13, 2010 | -16.71% Nov 25, 2024 - Aug 13, 2025 |
| #2 | -28.49% Sep 5, 2019 - Dec 1, 2020 | -6.08% Feb 6, 2026 - Apr 23, 2026 |
| #3 | -17.02% Jan 26, 2018 - Jul 3, 2019 | -3.73% Oct 3, 2025 - Oct 27, 2025 |
| #4 | -15.83% Apr 20, 2022 - Mar 13, 2024 | -2.93% Oct 27, 2025 - Nov 25, 2025 |
| #5 | -15.66% Jul 21, 2011 - Jul 3, 2012 | -2.31% Nov 11, 2024 - Nov 22, 2024 |
| #6 | -12.47% Jul 23, 2025 - Feb 3, 2026 | -1.88% Jan 9, 2026 - Jan 22, 2026 |
| #7 | -11.31% Nov 29, 2024 - Jul 22, 2025 | -1.54% Apr 30, 2026 - May 21, 2026 |
| #8 | -10.96% Aug 17, 2015 - Jun 30, 2016 | -1.51% Jun 4, 2026 - Jun 10, 2026 |
| #9 | -9.61% Jun 1, 2007 - Oct 9, 2007 | -1.38% Oct 30, 2024 - Nov 6, 2024 |
| #10 | -9.25% Jul 25, 2016 - Jan 19, 2018 | -1.30% Sep 11, 2025 - Oct 3, 2025 |
| #11 | -8.23% Jun 7, 2021 - Nov 5, 2021 | -1.05% Dec 26, 2025 - Jan 5, 2026 |
| #12 | -7.99% Jul 19, 2005 - Mar 17, 2006 | -1.01% Dec 15, 2025 - Dec 24, 2025 |
| #13 | -7.91% Mar 27, 2024 - Nov 25, 2024 | -1.00% Jan 6, 2026 - Jan 8, 2026 |
| #14 | -7.60% Aug 5, 2013 - Feb 20, 2014 | -0.79% Sep 4, 2025 - Sep 11, 2025 |
| #15 | -7.40% Feb 27, 2026 - Mar 20, 2026 | -0.76% May 28, 2026 - Jun 4, 2026 |
Correlation
Correlation between PBJ and GMOV is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2005 - 2026)
PBJ vs GMOV dividend yield comparison.
| Year | PBJ | GMOV |
|---|---|---|
| 2026 | 0.32% | 0.56% |
| 2025 | 1.83% | 1.98% |
| 2024 | 1.11% | 0.30% |
| 2023 | 1.81% | 0.00% |
| 2022 | 1.81% | 0.00% |
| 2021 | 0.90% | 0.00% |
| 2020 | 1.12% | 0.00% |
| 2019 | 1.21% | 0.00% |
| 2018 | 1.41% | 0.00% |
| 2017 | 0.70% | 0.00% |
| 2016 | 1.56% | 0.00% |
| 2015 | 1.24% | 0.00% |
| 2014 | 1.32% | 0.00% |
| 2013 | 0.85% | 0.00% |
| 2012 | 1.58% | 0.00% |
| 2011 | 0.96% | 0.00% |
| 2010 | 1.14% | 0.00% |
| 2009 | 1.81% | 0.00% |
| 2008 | 1.80% | 0.00% |
| 2007 | 3.12% | 0.00% |
| 2006 | 0.93% | 0.00% |
| 2005 | 0.51% | 0.00% |
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