Skip to content
Beacon
Screener

PEY vs KBWB

Invesco High Yield Equity Dividend Achievers ETF vs Invesco KBW Bank ETF

PEY

Invesco High Yield Equity Dividend Achievers ETF

Invesco

Annual cost

0.54%

Fund size

$1.1B

KBWB

Invesco KBW Bank ETF

Invesco

Annual cost

0.35%

Fund size

$5.5B

Key differences

  • KBWB costs 0.19% less per year.
  • KBWB is significantly larger than PEY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KBWB has delivered higher annualized returns.
  • PEY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PEYKBWB
Annual cost (TER)0.54%0.35%
Fund size (AUM)$1.1B$5.5B
Since20042011
Dividend yield4.46%2.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.2%+37.1%
CAGR 3Y+11.4%+33.6%
CAGR 5Y+5.9%+8.1%
Sharpe 3Y0.531.19
Volatility 1Y14.18%20.09%
Max drawdown-41.55%-50.27%

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

Similar to PEY and KBWB