PBJ vs HERD
Comparison between INVESCO FOOD & BEVERAGE ETF (PBJ, ETF) and PACER CASH COWS FUND OF FUNDS ETF (HERD, ETF).
5-Year PerformanceHERD has outperformed PBJ, delivering a return of +9.6% compared to +3.3%
PBJ vs HERD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBJ
$94M
Winner
HERD
$95M
Expense Ratio
Winner
PBJ
0.61%
HERD
0.74%
Max Drawdown
PBJ
41.72%
Winner
HERD
39.41%
Sharpe Ratio
PBJ
-0.06
Winner
HERD
1.79
5Y Beta
Winner
PBJ
0.40
HERD
0.77
P/E Ratio
PBJ
22.87
HERD
N/A
Forward P/E
PBJ
15.05
HERD
N/A
PEG Ratio
PBJ
0.24
HERD
N/A
5Y Dividends CAGR
PBJ
13.23%
Winner
HERD
24.31%
5Y EPS CAGR
PBJ
6.10%
HERD
N/A
Debt to Equity
PBJ
33.30%
HERD
N/A
P/S Ratio
PBJ
0.36
HERD
N/A
P/B Ratio
PBJ
2.08
HERD
N/A
PBJ vs HERD - Holdings Comparison
PBJ and HERD have 0 common holdings. Overlap is 0.00%
PBJ's top 25 holdings weight is 89.01%. HERD's top 25 holdings weight is 99.97%.
| Rank | PBJ | HERD |
|---|---|---|
| #1 | ARCHER-DANIELS-MIDLAND CO (ADM) - 6.06% | PACER US CASH COWS GROWTH ETF (BUL) - 20.78% |
| #2 | MONSTER BEVERAGE CORP (MNST) - 5.40% | PACER US SMALL CAP CASH COWS 100 ETF (CALF) - 20.70% |
| #3 | CORTEVA INC (CTVA) - 5.36% | PACER DEV MKTS INTL CSH COWS 100 ETF (ICOW) - 20.23% |
| #4 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 5.29% | PACER US CASH COWS 100 ETF (COWZ) - 19.34% |
| #5 | THE KROGER CO (KR) - 4.89% | PACER GLOBAL CASH COWS DIVIDEND ETF (GCOW) - 18.92% |
| #6 | PEPSICO INC (PEP) - 4.54% | N/A |
| #7 | SYSCO CORP (SYY) - 4.43% | N/A |
| #8 | THE HERSHEY CO (HSY) - 4.38% | N/A |
| #9 | UNITED NATURAL FOODS INC (UNFI) - 3.73% | N/A |
| #10 | DARLING INGREDIENTS INC (DAR) - 3.24% | N/A |
| #11 | MAPLEBEAR INC (CART) - 3.22% | N/A |
| #12 | ANDERSONS INC (ANDE) - 3.18% | N/A |
| #13 | SMITHFIELD FOODS INC (SFD) - 2.98% | N/A |
| #14 | TYSON FOODS INC CLASS A (TSN) - 2.96% | N/A |
| #15 | ARCOS DORADOS HOLDINGS INC CLASS A (ARCO) - 2.90% | N/A |
| #16 | WEIS MARKETS INC (WMK) - 2.85% | N/A |
| #17 | SEABOARD CORP (SEB) - 2.84% | N/A |
| #18 | INGLES MARKETS INC CLASS A (IMKTA) - 2.83% | N/A |
| #19 | BBB FOODS INC CLASS A (TBBB) - 2.69% | N/A |
| #20 | POST HOLDINGS INC (POST) - 2.61% | N/A |
| #21 | COCA-COLA CONSOLIDATED INC (COKE) - 2.60% | N/A |
| #22 | DOLE PLC (DOLE) - 2.59% | N/A |
| #23 | CAL-MAINE FOODS INC (CALM) - 2.58% | N/A |
| #24 | ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.43% | N/A |
| #25 | US FOODS HOLDING CORP (USFD) - 2.43% | N/A |
| Total Holdings | 32 | 5 |
PBJ vs HERD - Historical Returns
Returns include dividend reinvestment.
1M
PBJ
-4.38%
Winner
HERD
+0.71%
3M
PBJ
-1.49%
Winner
HERD
+4.00%
6M
PBJ
+7.55%
Winner
HERD
+10.85%
1Y
PBJ
+2.86%
Winner
HERD
+27.34%
5Y(CAGR)
PBJ
+3.28%
Winner
HERD
+9.60%
10Y(CAGR)
PBJ
+5.36%
HERD
N/A
Max(CAGR)
PBJ
+7.23%
Winner
HERD
+12.61%
PBJ vs HERD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBJ | HERD |
|---|---|---|
| 2026 | +7.39% | +9.49% |
| 2025 | -2.48% | +18.85% |
| 2024 | +1.69% | +5.33% |
| 2023 | +3.23% | +21.01% |
| 2022 | +2.72% | -7.45% |
| 2021 | +27.48% | +28.52% |
| 2020 | +6.93% | +10.29% |
| 2019 | +17.62% | +7.37% |
| 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 HERD Drawdown Comparison
The maximum drawdown for PBJ was -39.15%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.
The maximum drawdown for HERD was -39.41%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The current PBJ drawdown is -5.80%. The current HERD drawdown is -2.23%.
| Rank | PBJ | HERD |
|---|---|---|
| #1 | -39.15% Oct 9, 2007 - Oct 13, 2010 | -39.41% Jan 17, 2020 - Nov 19, 2020 |
| #2 | -28.49% Sep 5, 2019 - Dec 1, 2020 | -21.59% Feb 10, 2022 - Jul 13, 2023 |
| #3 | -17.02% Jan 26, 2018 - Jul 3, 2019 | -18.90% Dec 2, 2024 - Jul 1, 2025 |
| #4 | -15.83% Apr 20, 2022 - Mar 13, 2024 | -7.52% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -15.66% Jul 21, 2011 - Jul 3, 2012 | -7.07% May 8, 2019 - Sep 17, 2019 |
| #6 | -12.47% Jul 23, 2025 - Feb 3, 2026 | -6.94% Jun 8, 2021 - Nov 4, 2021 |
| #7 | -11.31% Nov 29, 2024 - Jul 22, 2025 | -6.81% Jul 31, 2024 - Aug 23, 2024 |
| #8 | -10.96% Aug 17, 2015 - Jun 30, 2016 | -6.14% Dec 27, 2023 - Feb 27, 2024 |
| #9 | -9.61% Jun 1, 2007 - Oct 9, 2007 | -5.80% Jan 12, 2022 - Feb 10, 2022 |
| #10 | -9.25% Jul 25, 2016 - Jan 19, 2018 | -5.68% Nov 11, 2021 - Jan 4, 2022 |
| #11 | -8.23% Jun 7, 2021 - Nov 5, 2021 | -5.68% Feb 27, 2026 - May 1, 2026 |
| #12 | -7.99% Jul 19, 2005 - Mar 17, 2006 | -5.30% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -7.91% Mar 27, 2024 - Nov 25, 2024 | -4.66% Aug 30, 2024 - Sep 18, 2024 |
| #14 | -7.60% Aug 5, 2013 - Feb 20, 2014 | -4.63% Sep 17, 2019 - Oct 22, 2019 |
| #15 | -7.40% Feb 27, 2026 - Mar 20, 2026 | -4.28% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between PBJ and HERD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2005 - 2026)
PBJ vs HERD dividend yield comparison.
| Year | PBJ | HERD |
|---|---|---|
| 2026 | 0.32% | 0.00% |
| 2025 | 1.83% | 3.76% |
| 2024 | 1.11% | 2.43% |
| 2023 | 1.81% | 2.54% |
| 2022 | 1.81% | 2.50% |
| 2021 | 0.90% | 2.02% |
| 2020 | 1.12% | 1.95% |
| 2019 | 1.21% | 1.69% |
| 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% |
Select Stocks to Compare
Popular: PBJ vs SPYHERD vs SPY
More Comparisons
Compare with similar stocks