Invesco Food & Beverage ETF

Shareclass

Invesco Food & Beverage ETF (PBJ)

Type

Exchange-traded fund

Manager

Invesco

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

39.7

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 529 out of 876 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. DoorDash Inc Ordinary Shares - Class A
5.23% of assets
$6.74M invested
2. Mondelez International Inc Class A
4.84% of assets
$6.24M invested
3. PepsiCo Inc
4.75% of assets
$6.13M invested
4. Constellation Brands Inc Class A
4.91% of assets
$6.33M invested
5. Molson Coors Beverage Co Shs -B- Non-Voting
2.63% of assets
$3.39M invested
6. Sysco Corp
4.96% of assets
$6.4M invested
7. The Kroger Co
5.01% of assets
$6.46M invested
8. The Kraft Heinz Co
4.8% of assets
$6.19M invested
9. Shake Shack Inc Class A
2.88% of assets
$3.72M invested
10. US Foods Holding Corp
2.7% of assets
$3.48M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Coca-Cola Consolidated Inc
2.66% of assets
$3.43M invested
2. Performance Food Group Co
2.71% of assets
$3.5M invested
3. Cal-Maine Foods Inc
2.61% of assets
$3.36M invested
4. Boston Beer Co Inc Class A
2.34% of assets
$3.02M invested
5. Wingstop Inc
2.86% of assets
$3.69M invested
6. Monster Beverage Corp
5.17% of assets
$6.67M invested
7. Bunge Global SA
2.72% of assets
$3.51M invested
8. Sprouts Farmers Market Inc
3.11% of assets
$4.01M invested
9. BellRing Brands Inc Class A
2.75% of assets
$3.55M invested
10. Grocery Outlet Holding Corp
2.62% of assets
$3.38M invested

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Financial performance

Performance data provided by

Find more financial data on PBJ at Morningstar.com

Gender Equality and Returns

Returns chart for Invesco Food & Beverage ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

PBJ

Invesco Food & Beverage ETF

Family

Invesco

Category

Consumer Defensive

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.43% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

5 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PBJ

Invesco Food & Beverage ETF

Family

Invesco

Category

Consumer Defensive

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.43% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

5 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PBJ

Invesco Food & Beverage ETF

Family

Invesco

Category

Consumer Defensive

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.43% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

5 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 2/29/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
PBJ - Invesco Food & Beverage ETF

5.12%

9.39%

8.83%

7.11%

48 / 100 points

Benchmark

23%

6.8%

11%

8.54%

54 / 100 points

Fund compared to benchmark

-18.19%

2.59%

-1.71%

-1.43%

6 / 100 points lower

Find more financial data on PBJ at Morningstar.com

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