PBJ vs VEGA
Comparison between INVESCO FOOD & BEVERAGE ETF (PBJ, ETF) and ADVISORSHARES STAR GLOBAL BUY-WRITE ETF (VEGA, ETF).
5-Year PerformanceVEGA has outperformed PBJ, delivering a return of +6.8% compared to +4.9%
PBJ vs VEGA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBJ
$89M
Winner
VEGA
$89M
Expense Ratio
Winner
PBJ
0.61%
VEGA
1.25%
Max Drawdown
PBJ
41.72%
Winner
VEGA
28.37%
Sharpe Ratio
PBJ
-0.07
Winner
VEGA
1.04
5Y Beta
Winner
PBJ
0.37
VEGA
0.60
P/E Ratio
PBJ
21.59
VEGA
N/A
Forward P/E
PBJ
15.32
VEGA
N/A
PEG Ratio
PBJ
0.16
VEGA
N/A
5Y Dividends CAGR
PBJ
9.50%
Winner
VEGA
49.03%
5Y EPS CAGR
PBJ
5.42%
VEGA
N/A
Debt to Equity
PBJ
10.96%
VEGA
N/A
P/S Ratio
PBJ
0.48
VEGA
N/A
P/B Ratio
PBJ
2.13
VEGA
N/A
PBJ vs VEGA - Holdings Comparison
PBJ and VEGA have 0 common holdings. Overlap is 0.00%
PBJ's top 25 holdings weight is 87.82%. VEGA's top 25 holdings weight is 96.70%.
| Rank | PBJ | VEGA |
|---|---|---|
| #1 | MONSTER BEVERAGE CORP (MNST) - 5.59% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 41.08% |
| #2 | CORTEVA INC (CTVA) - 5.35% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.88% |
| #3 | ARCHER-DANIELS-MIDLAND CO (ADM) - 5.28% | ISHARES MSCI EAFE ETF (EFA) - 10.73% |
| #4 | STARBUCKS CORP (SBUX) - 5.19% | ISHARES U.S. EQUITY FAC ROTATION ACT ETF (DYNF) - 7.41% |
| #5 | COCA-COLA CO (KO) - 5.13% | ISHARES US TREASURY BOND ETF (GOVT) - 6.10% |
| #6 | PEPSICO INC (PEP) - 4.66% | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 5.23% |
| #7 | THE HERSHEY CO (HSY) - 4.46% | ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) - 3.96% |
| #8 | THE KROGER CO (KR) - 4.39% | ISHARES MBS ETF (MBB) - 3.75% |
| #9 | MAPLEBEAR INC (CART) - 3.21% | ISHARES GOLD TRUST (IAU) - 1.56% |
| #10 | NOMAD FOODS LTD (NOMD) - 3.08% | N/A |
| #11 | FRESHPET INC (FRPT) - 3.01% | N/A |
| #12 | ARAMARK (ARMK) - 2.98% | N/A |
| #13 | WEIS MARKETS INC (WMK) - 2.95% | N/A |
| #14 | FLOWERS FOODS INC (FLO) - 2.89% | N/A |
| #15 | ANDERSONS INC (ANDE) - 2.88% | N/A |
| #16 | INGLES MARKETS INC CLASS A (IMKTA) - 2.84% | N/A |
| #17 | HERBALIFE LTD (HLF) - 2.81% | N/A |
| #18 | DARLING INGREDIENTS INC (DAR) - 2.79% | N/A |
| #19 | COCA-COLA CONSOLIDATED INC (COKE) - 2.74% | N/A |
| #20 | UNITED NATURAL FOODS INC (UNFI) - 2.66% | N/A |
| #21 | BUNGE GLOBAL SA (BG) - 2.63% | N/A |
| #22 | SEABOARD CORP (SEB) - 2.60% | N/A |
| #23 | SMITHFIELD FOODS INC (SFD) - 2.58% | N/A |
| #24 | ARCOS DORADOS HOLDINGS INC CLASS A (ARCO) - 2.56% | N/A |
| #25 | BOSTON BEER CO INC CLASS A (SAM) - 2.56% | N/A |
| Total Holdings | 33 | 9 |
PBJ vs VEGA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBJ
+5.02%
VEGA
-0.52%
3M
PBJ
-1.97%
Winner
VEGA
+3.00%
6M
PBJ
+4.01%
Winner
VEGA
+4.89%
1Y
PBJ
+2.04%
Winner
VEGA
+13.94%
5Y(CAGR)
PBJ
+4.91%
Winner
VEGA
+6.77%
10Y(CAGR)
PBJ
+4.92%
Winner
VEGA
+7.56%
Max(CAGR)
Winner
PBJ
+7.27%
VEGA
+6.13%
PBJ vs VEGA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBJ | VEGA |
|---|---|---|
| 2026 | +9.13% | +6.02% |
| 2025 | -2.48% | +15.32% |
| 2024 | +1.69% | +12.03% |
| 2023 | +3.23% | +15.58% |
| 2022 | +2.72% | -15.39% |
| 2021 | +27.48% | +13.28% |
| 2020 | +6.93% | +8.05% |
| 2019 | +17.62% | +18.89% |
| 2018 | -10.67% | -6.94% |
| 2017 | +1.06% | +12.02% |
| 2016 | +7.78% | +9.08% |
| 2015 | +7.18% | -1.86% |
| 2014 | +18.70% | +6.81% |
| 2013 | +30.21% | +0.85% |
| 2012 | +5.22% | -0.28% |
| 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 VEGA Drawdown Comparison
The maximum drawdown for PBJ was -39.15%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.
The maximum drawdown for VEGA was -28.37%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current PBJ drawdown is -4.27%. The current VEGA drawdown is -1.20%.
| Rank | PBJ | VEGA |
|---|---|---|
| #1 | -39.15% Oct 9, 2007 - Oct 13, 2010 | -28.37% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -28.49% Sep 5, 2019 - Dec 1, 2020 | -22.78% Nov 8, 2021 - Mar 1, 2024 |
| #3 | -17.02% Jan 26, 2018 - Jul 3, 2019 | -14.50% Aug 29, 2018 - Apr 29, 2019 |
| #4 | -15.83% Apr 20, 2022 - Mar 13, 2024 | -13.10% Mar 4, 2015 - Aug 5, 2016 |
| #5 | -15.66% Jul 21, 2011 - Jul 3, 2012 | -11.62% Feb 14, 2025 - Jun 4, 2025 |
| #6 | -12.47% Jul 23, 2025 - Feb 3, 2026 | -9.22% Mar 7, 2013 - May 27, 2014 |
| #7 | -11.31% Nov 29, 2024 - Jul 22, 2025 | -7.01% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -10.96% Aug 17, 2015 - Jun 30, 2016 | -6.86% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -9.61% Jun 1, 2007 - Oct 9, 2007 | -6.33% Sep 2, 2020 - Nov 9, 2020 |
| #10 | -9.25% Jul 25, 2016 - Jan 19, 2018 | -5.54% Sep 5, 2014 - Nov 18, 2014 |
| #11 | -8.85% Feb 27, 2026 - Jun 22, 2026 | -4.84% Jul 12, 2024 - Aug 20, 2024 |
| #12 | -8.23% Jun 7, 2021 - Nov 5, 2021 | -4.56% Mar 28, 2024 - May 15, 2024 |
| #13 | -7.99% Jul 19, 2005 - Mar 17, 2006 | -4.55% Dec 6, 2024 - Feb 13, 2025 |
| #14 | -7.91% Mar 27, 2024 - Nov 25, 2024 | -4.37% Apr 29, 2019 - Jul 1, 2019 |
| #15 | -7.60% Aug 5, 2013 - Feb 20, 2014 | -3.94% Jul 15, 2019 - Sep 19, 2019 |
Correlation
Correlation between PBJ and VEGA 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 VEGA dividend yield comparison.
| Year | PBJ | VEGA |
|---|---|---|
| 2026 | 0.60% | 0.00% |
| 2025 | 1.83% | 1.34% |
| 2024 | 1.11% | 1.05% |
| 2023 | 1.81% | 1.12% |
| 2022 | 1.81% | 1.89% |
| 2021 | 0.90% | 0.55% |
| 2020 | 1.12% | 0.28% |
| 2019 | 1.21% | 0.44% |
| 2018 | 1.41% | 0.45% |
| 2017 | 0.70% | 0.00% |
| 2016 | 1.56% | 0.81% |
| 2015 | 1.24% | 0.00% |
| 2014 | 1.32% | 0.00% |
| 2013 | 0.85% | 0.00% |
| 2012 | 1.58% | 0.80% |
| 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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