AVIV vs. KBWB
Compare and contrast key facts about Avantis International Large Cap Value ETF (AVIV) and Invesco KBW Bank ETF (KBWB).
AVIV and KBWB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVIV is a passively managed fund by Avantis that tracks the performance of the MSCI World ex-U.S. Value Index. It was launched on Sep 29, 2021. KBWB is a passively managed fund by Invesco that tracks the performance of the KBW Nasdaq Bank Index. It was launched on Nov 1, 2011. Both AVIV and KBWB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AVIV vs. KBWB - Performance Comparison
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AVIV vs. KBWB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVIV Avantis International Large Cap Value ETF | 5.19% | 41.80% | 4.30% | 18.47% | -8.26% | 1.93% |
KBWB Invesco KBW Bank ETF | -5.53% | 32.05% | 36.73% | -1.18% | -21.68% | 1.84% |
Returns By Period
In the year-to-date period, AVIV achieves a 5.19% return, which is significantly higher than KBWB's -5.53% return.
AVIV
- 1D
- 3.13%
- 1M
- -6.97%
- YTD
- 5.19%
- 6M
- 12.72%
- 1Y
- 36.58%
- 3Y*
- 19.94%
- 5Y*
- —
- 10Y*
- —
KBWB
- 1D
- 3.56%
- 1M
- -2.73%
- YTD
- -5.53%
- 6M
- 2.34%
- 1Y
- 29.02%
- 3Y*
- 27.16%
- 5Y*
- 7.87%
- 10Y*
- 11.89%
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AVIV vs. KBWB - Expense Ratio Comparison
AVIV has a 0.25% expense ratio, which is lower than KBWB's 0.35% expense ratio.
Return for Risk
AVIV vs. KBWB — Risk / Return Rank
AVIV
KBWB
AVIV vs. KBWB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Large Cap Value ETF (AVIV) and Invesco KBW Bank ETF (KBWB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AVIV | KBWB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.16 | 1.12 | +1.04 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.53 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.24 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 3.07 | 1.88 | +1.19 |
Martin ratioReturn relative to average drawdown | 12.89 | 5.58 | +7.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVIV | KBWB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 1.12 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.30 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.47 | +0.29 |
Correlation
The correlation between AVIV and KBWB is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AVIV vs. KBWB - Dividend Comparison
AVIV's dividend yield for the trailing twelve months is around 2.99%, more than KBWB's 2.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVIV Avantis International Large Cap Value ETF | 2.99% | 3.01% | 3.46% | 3.64% | 2.84% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KBWB Invesco KBW Bank ETF | 2.27% | 2.04% | 2.46% | 3.20% | 3.05% | 2.13% | 2.62% | 2.38% | 2.54% | 1.35% | 1.53% | 1.53% |
Drawdowns
AVIV vs. KBWB - Drawdown Comparison
The maximum AVIV drawdown since its inception was -27.69%, smaller than the maximum KBWB drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for AVIV and KBWB.
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Drawdown Indicators
| AVIV | KBWB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.69% | -50.27% | +22.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -16.38% | +4.81% |
Max Drawdown (5Y)Largest decline over 5 years | — | -49.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.27% | — |
Current DrawdownCurrent decline from peak | -6.97% | -12.21% | +5.24% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -11.82% | +6.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 5.51% | -2.76% |
Volatility
AVIV vs. KBWB - Volatility Comparison
Avantis International Large Cap Value ETF (AVIV) has a higher volatility of 7.48% compared to Invesco KBW Bank ETF (KBWB) at 6.61%. This indicates that AVIV's price experiences larger fluctuations and is considered to be riskier than KBWB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVIV | KBWB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 6.61% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 15.99% | -5.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 26.00% | -8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 26.65% | -9.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 29.25% | -12.35% |