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KBWB vs IBBQ

Invesco KBW Bank ETF vs Invesco Nasdaq Biotechnology ETF

KBWB

Invesco KBW Bank ETF

Invesco

Annual cost

0.35%

Fund size

$5.5B

IBBQ

Invesco Nasdaq Biotechnology ETF

Invesco

Annual cost

0.19%

Fund size

$65M

Key differences

  • IBBQ costs 0.16% less per year.
  • KBWB is significantly larger than IBBQ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KBWB has delivered higher annualized returns.
  • KBWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KBWBIBBQ
Annual cost (TER)0.35%0.19%
Fund size (AUM)$5.5B$65M
Since20112021
Dividend yield2.06%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+37.1%+45.9%
CAGR 3Y+33.6%+13.1%
CAGR 5Y+8.1%N/A
Sharpe 3Y1.190.55
Volatility 1Y20.09%19.50%
Max drawdown-50.27%-37.94%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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