IYK vs PBJ: Cost, Yield, and Risk Differences
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
- Cost Comparison: IYK charges a lower expense ratio of 0.38% compared to PBJ's 0.61%, making IYK more cost-effective for long-term investors and enhancing net returns.
- Performance Metrics: As of 2025, IYK delivered a 7.7% annual return, significantly outperforming PBJ's flat performance, highlighting IYK's advantage in a diversified portfolio that can better withstand market fluctuations.
- Holdings Structure: IYK holds 54 stocks with 84% in consumer defensive and 12% in healthcare, while PBJ focuses almost entirely on food and beverage, with 89% in consumer defensive, making PBJ's concentrated strategy riskier in specific market trends.
- Dividend Yield: IYK offers a dividend yield of 2.6%, surpassing PBJ's 1.8%, providing a more attractive option for investors seeking steady income, particularly during economic uncertainty.
Analyst Views on PG
Wall Street analysts forecast PG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PG is 164.50 USD with a low forecast of 150.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
10 Buy
7 Hold
0 Sell
Moderate Buy
Current: 149.490
Low
150.00
Averages
164.50
High
180.00
Current: 149.490
Low
150.00
Averages
164.50
High
180.00
About PG
The Procter & Gamble Company is focused on providing branded consumer packaged goods to consumers across the world. The Company’s segments include Beauty, Grooming, Health Care, Fabric & Home Care and Baby, Feminine & Family Care. The Company’s products are sold in approximately 180 countries and territories primarily through mass merchandisers, e-commerce, including social commerce channels, grocery stores, membership club stores, drug stores, department stores, distributors, wholesalers, specialty beauty stores, including airport duty-free stores), high-frequency stores, pharmacies, electronics stores and professional channels. It also sells direct to individual consumers. It has operations in approximately 70 countries. It offers products under brands, such as Head & Shoulders, Herbal Essences, Pantene, Rejoice, Olay, Old Spice, Safeguard, Secret, SK-II, Braun, Gillette, Venus, Crest, Oral-B, Ariel, Downy, Gain, Tide, Always, Always Discreet, Tampax, Bounty and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
