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KBWB vs KBWD
Invesco KBW Bank ETF vs Invesco KBW High Dividend Yield Financial ETF
Key differences
- KBWB costs 5.04% less per year.
- KBWB is significantly larger than KBWD — 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
| KBWB | KBWD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 5.39% |
| Fund size (AUM) | $5.5B | $447M |
| Since | 2011 | 2010 |
| Dividend yield | 2.06% | 13.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.1% | +6.7% |
| CAGR 3Y | +33.6% | +8.5% |
| CAGR 5Y | +8.1% | +1.4% |
| Sharpe 3Y | 1.19 | 0.34 |
| Volatility 1Y | 20.09% | 15.37% |
| Max drawdown | -50.27% | -58.63% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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