PBJ vs GOLY
Comparison between INVESCO FOOD & BEVERAGE ETF (PBJ, ETF) and STRATEGY SHARES GOLD ENHANCED YIELD ETF (GOLY, ETF).
5-Year PerformancePBJ has outperformed GOLY, delivering a return of +4.9% compared to +4.6%
PBJ vs GOLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBJ
$89M
GOLY
$89M
Expense Ratio
Winner
PBJ
0.61%
GOLY
0.90%
Max Drawdown
PBJ
41.72%
Winner
GOLY
39.03%
Sharpe Ratio
Winner
PBJ
-0.07
GOLY
-0.18
5Y Beta
Winner
PBJ
0.37
GOLY
0.44
P/E Ratio
PBJ
21.59
GOLY
N/A
Forward P/E
PBJ
15.32
GOLY
N/A
PEG Ratio
PBJ
0.16
GOLY
N/A
5Y Dividends CAGR
PBJ
9.50%
GOLY
N/A
5Y EPS CAGR
PBJ
5.42%
GOLY
N/A
Debt to Equity
PBJ
10.96%
GOLY
N/A
P/S Ratio
PBJ
0.48
GOLY
N/A
P/B Ratio
PBJ
2.13
GOLY
N/A
PBJ vs GOLY - Holdings Comparison
PBJ and GOLY have 1 common holdings. Overlap is 0.00%
PBJ's top 25 holdings weight is 87.82%. GOLY's top 25 holdings weight is 91.94%.
| Rank | PBJ | GOLY |
|---|---|---|
| #1 | MONSTER BEVERAGE CORP (MNST) - 5.59% | UNITED STATES TREASURY NOTES 3.375% (n/a) - 37.98% |
| #2 | CORTEVA INC (CTVA) - 5.35% | SSGH FUND LTD CFC (n/a) - 20.91% |
| #3 | ARCHER-DANIELS-MIDLAND CO (ADM) - 5.28% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 6.68% |
| #4 | STARBUCKS CORP (SBUX) - 5.19% | CITIGROUP INC. 4.412% (n/a) - 1.58% |
| #5 | COCA-COLA CO (KO) - 5.13% | ANHEUSER-BUSCH COMPANIES LLC / ANHEUSER-BUSCH INBEV WORLDWIDE INC 4.7% (n/a) - 1.56% |
| #6 | PEPSICO INC (PEP) - 4.66% | EQUINIX, INC. 3.2% (n/a) - 1.53% |
| #7 | THE HERSHEY CO (HSY) - 4.46% | WALT DISNEY COMPANY 2.65% (n/a) - 1.48% |
| #8 | THE KROGER CO (KR) - 4.39% | VERIZON COMMUNICATIONS INC. 4.522% (n/a) - 1.31% |
| #9 | MAPLEBEAR INC (CART) - 3.21% | BOEING CO. 5.15% (n/a) - 1.22% |
| #10 | NOMAD FOODS LTD (NOMD) - 3.08% | METLIFE INC. 4.55% (n/a) - 1.21% |
| #11 | FRESHPET INC (FRPT) - 3.01% | WELLS FARGO & CO. 3% (n/a) - 1.20% |
| #12 | ARAMARK (ARMK) - 2.98% | JPMORGAN CHASE & CO. 4.493% (n/a) - 1.20% |
| #13 | WEIS MARKETS INC (WMK) - 2.95% | CVS HEALTH CORP 4.3% (n/a) - 1.20% |
| #14 | FLOWERS FOODS INC (FLO) - 2.89% | PACIFIC GAS AND ELECTRIC COMPANY 4.55% (n/a) - 1.19% |
| #15 | ANDERSONS INC (ANDE) - 2.88% | B.A.T. CAPITAL CORPORATION 3.557% (n/a) - 1.19% |
| #16 | INGLES MARKETS INC CLASS A (IMKTA) - 2.84% | ABBVIE INC. 3.2% (n/a) - 1.15% |
| #17 | HERBALIFE LTD (HLF) - 2.81% | CHEVRON CORP. 2.236% (n/a) - 1.11% |
| #18 | DARLING INGREDIENTS INC (DAR) - 2.79% | NEXTERA ENERGY CAPITAL HOLDINGS INC 2.25% (n/a) - 1.09% |
| #19 | COCA-COLA CONSOLIDATED INC (COKE) - 2.74% | COSTCO WHOLESALE CORPORATION 1.6% (n/a) - 1.09% |
| #20 | UNITED NATURAL FOODS INC (UNFI) - 2.66% | AMAZON.COM, INC. 1.5% (n/a) - 1.07% |
| #21 | BUNGE GLOBAL SA (BG) - 2.63% | ORACLE CORP. 5.375% (n/a) - 1.06% |
| #22 | SEABOARD CORP (SEB) - 2.60% | GOLDMAN SACHS GROUP, INC. 1.992% (n/a) - 1.06% |
| #23 | SMITHFIELD FOODS INC (SFD) - 2.58% | COCA-COLA CO (THE) 1.375% (n/a) - 1.05% |
| #24 | ARCOS DORADOS HOLDINGS INC CLASS A (ARCO) - 2.56% | ORANGE SA 9% (n/a) - 0.94% |
| #25 | BOSTON BEER CO INC CLASS A (SAM) - 2.56% | SHELL INTERNATIONAL FINANCE B.V. 6.375% (n/a) - 0.88% |
| Total Holdings | 33 | 37 |
PBJ vs GOLY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBJ
+5.02%
GOLY
-3.68%
3M
Winner
PBJ
-1.97%
GOLY
-14.84%
6M
Winner
PBJ
+4.01%
GOLY
-31.06%
1Y
Winner
PBJ
+2.04%
GOLY
-9.58%
5Y(CAGR)
Winner
PBJ
+4.91%
GOLY
+4.56%
10Y(CAGR)
PBJ
+4.92%
GOLY
N/A
Max(CAGR)
Winner
PBJ
+7.27%
GOLY
+4.25%
PBJ vs GOLY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBJ | GOLY |
|---|---|---|
| 2026 | +9.13% | -26.18% |
| 2025 | -2.48% | +54.77% |
| 2024 | +1.69% | +20.63% |
| 2023 | +3.23% | +11.48% |
| 2022 | +2.72% | -18.17% |
| 2021 | +27.48% | -1.31% |
| 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 GOLY Drawdown Comparison
The maximum drawdown for PBJ was -39.15%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.
The maximum drawdown for GOLY was -37.72%, occurring on Jul 20, 2026. This drawdown has not yet recovered.
The current PBJ drawdown is -4.27%. The current GOLY drawdown is -36.51%.
| Rank | PBJ | GOLY |
|---|---|---|
| #1 | -39.15% Oct 9, 2007 - Oct 13, 2010 | -37.72% Feb 27, 2026 - Jul 20, 2026 |
| #2 | -28.49% Sep 5, 2019 - Dec 1, 2020 | -35.97% Mar 8, 2022 - Aug 16, 2024 |
| #3 | -17.02% Jan 26, 2018 - Jul 3, 2019 | -16.14% Jan 28, 2026 - Feb 23, 2026 |
| #4 | -15.83% Apr 20, 2022 - Mar 13, 2024 | -10.80% Oct 20, 2025 - Dec 23, 2025 |
| #5 | -15.66% Jul 21, 2011 - Jul 3, 2012 | -10.08% Jun 11, 2021 - Mar 8, 2022 |
| #6 | -12.47% Jul 23, 2025 - Feb 3, 2026 | -9.65% Apr 2, 2025 - Apr 16, 2025 |
| #7 | -11.31% Nov 29, 2024 - Jul 22, 2025 | -9.32% Oct 30, 2024 - Feb 4, 2025 |
| #8 | -10.96% Aug 17, 2015 - Jun 30, 2016 | -8.35% May 6, 2025 - Jun 12, 2025 |
| #9 | -9.61% Jun 1, 2007 - Oct 9, 2007 | -5.61% Jun 23, 2025 - Aug 29, 2025 |
| #10 | -9.25% Jul 25, 2016 - Jan 19, 2018 | -5.06% Apr 21, 2025 - May 6, 2025 |
| #11 | -8.85% Feb 27, 2026 - Jun 22, 2026 | -5.04% Dec 26, 2025 - Jan 12, 2026 |
| #12 | -8.23% Jun 7, 2021 - Nov 5, 2021 | -3.97% Sep 26, 2024 - Oct 22, 2024 |
| #13 | -7.99% Jul 19, 2005 - Mar 17, 2006 | -3.34% Feb 24, 2025 - Mar 18, 2025 |
| #14 | -7.91% Mar 27, 2024 - Nov 25, 2024 | -2.77% Aug 29, 2024 - Sep 10, 2024 |
| #15 | -7.60% Aug 5, 2013 - Feb 20, 2014 | -2.03% Oct 8, 2025 - Oct 13, 2025 |
Correlation
Correlation between PBJ and GOLY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2005 - 2026)
PBJ vs GOLY dividend yield comparison.
| Year | PBJ | GOLY |
|---|---|---|
| 2026 | 0.60% | 3.76% |
| 2025 | 1.83% | 7.22% |
| 2024 | 1.11% | 3.85% |
| 2023 | 1.81% | 2.94% |
| 2022 | 1.81% | 2.57% |
| 2021 | 0.90% | 1.11% |
| 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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