Screener
EQAL vs KBWB
Invesco Russell 1000 Equal Weight ETF vs Invesco KBW Bank ETF
Key differences
- EQAL costs 0.15% less per year.
- KBWB is significantly larger than EQAL — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, KBWB has delivered higher annualized returns.
Side-by-side comparison
| EQAL | KBWB | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.35% |
| Fund size (AUM) | $797M | $5.5B |
| Since | 2014 | 2011 |
| Dividend yield | 1.66% | 2.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.7% | +37.1% |
| CAGR 3Y | +15.8% | +33.6% |
| CAGR 5Y | +7.4% | +8.1% |
| Sharpe 3Y | 0.81 | 1.19 |
| Volatility 1Y | 12.40% | 20.09% |
| Max drawdown | -40.44% | -50.27% |
Similar to EQAL and KBWB
Explore further