Screener
KBWB vs FDIQ
Invesco KBW Bank ETF vs Invesco Bloomberg Financial Data Providers ETF
Key differences
- KBWB is significantly larger than FDIQ — larger funds tend to be more liquid and less likely to close.
- KBWB is classified as equity, while FDIQ is fixed income — different risk/return profiles.
- Over the last 3 years, KBWB has delivered higher annualized returns.
Side-by-side comparison
| KBWB | FDIQ | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $5.5B | $52M |
| Since | 2011 | 2011 |
| Dividend yield | 2.06% | 2.42% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.1% | +27.5% |
| CAGR 3Y | +33.6% | +22.4% |
| CAGR 5Y | +8.1% | +4.5% |
| Sharpe 3Y | 1.19 | 0.73 |
| Volatility 1Y | 20.09% | 22.13% |
| Max drawdown | -50.27% | -52.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to KBWB and FDIQ
Explore further