IYK vs. PBJ ETF Comparison
Comparison of iShares U.S. Consumer Goods ETF (IYK) to PowerShares Dynamic Food & Beverage (PBJ)
IYK
iShares U.S. Consumer Goods ETF
IYK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the consumer goods sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Consumer Goods Index (the "underlying index"), which measures the performance of the consumer goods sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$68.30
Average Daily Volume
108,198
53
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$46.46
Average Daily Volume
8,814
29
Performance
| Period | IYK | PBJ |
|---|---|---|
| 30 Days | -2.17% | -2.63% |
| 60 Days | -2.81% | -2.10% |
| 90 Days | -1.21% | 1.45% |
| 12 Months | 12.93% | 11.48% |
16 Overlapping Holdings
| Symbol | Grade | Weight in IYK | Weight in PBJ | Overlap | |
|---|---|---|---|---|---|
| ADM | F | 1.25% | 2.55% | 1.25% | |
| BG | F | 0.59% | 2.45% | 0.59% | |
| CAG | D | 0.65% | 2.56% | 0.65% | |
| COKE | D | 0.35% | 2.59% | 0.35% | |
| CTVA | A | 1.97% | 5.48% | 1.97% | |
| FRPT | D | 0.29% | 2.68% | 0.29% | |
| GIS | D | 1.77% | 4.83% | 1.77% | |
| KDP | F | 1.71% | 4.81% | 1.71% | |
| KHC | D | 1.44% | 4.91% | 1.44% | |
| KO | D | 10.6% | 4.71% | 4.71% | |
| KR | A | 1.74% | 5.38% | 1.74% | |
| PPC | A | 0.09% | 2.84% | 0.09% | |
| STZ | F | 1.77% | 5.02% | 1.77% | |
| SYY | D | 1.71% | 4.89% | 1.71% | |
| TAP | D | 0.45% | 2.86% | 0.45% | |
| TSN | D | 0.77% | 2.52% | 0.77% |
IYK Overweight 37 Positions Relative to PBJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| PG | D | 16.01% | |
| PEP | D | 9.66% | |
| PM | A | 8.53% | |
| MDLZ | D | 4.28% | |
| MO | A | 3.93% | |
| CL | F | 3.72% | |
| CVS | F | 3.26% | |
| MCK | C | 3.02% | |
| KMB | D | 2.13% | |
| KVUE | B | 2.03% | |
| COR | A | 1.81% | |
| MNST | C | 1.77% | |
| HSY | F | 1.23% | |
| CHD | B | 1.16% | |
| K | A | 0.98% | |
| MKC | C | 0.92% | |
| CLX | B | 0.91% | |
| CASY | A | 0.66% | |
| USFD | B | 0.64% | |
| PFGC | B | 0.58% | |
| SJM | F | 0.56% | |
| LW | B | 0.51% | |
| CPB | D | 0.42% | |
| HRL | F | 0.42% | |
| INGR | C | 0.41% | |
| BRBR | A | 0.39% | |
| ACI | C | 0.36% | |
| WBA | C | 0.31% | |
| DAR | B | 0.28% | |
| POST | D | 0.26% | |
| CELH | F | 0.26% | |
| FLO | F | 0.19% | |
| SAM | C | 0.12% | |
| SPB | C | 0.11% | |
| REYN | F | 0.08% | |
| GO | F | 0.07% | |
| SEB | F | 0.04% |
IYK: Top Represented Industries & Keywords
PBJ: Top Represented Industries & Keywords
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