FGF vs. KBWP
Compare and contrast key facts about Fundamental Global Inc. (FGF) and Invesco KBW Property & Casualty Insurance ETF (KBWP).
KBWP is a passively managed fund by Invesco that tracks the performance of the KBW Nasdaq Property & Casualty (TR). It was launched on Dec 2, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGF or KBWP.
Correlation
The correlation between FGF and KBWP is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FGF vs. KBWP - Performance Comparison
Key characteristics
FGF:
-0.38
KBWP:
1.00
FGF:
-0.01
KBWP:
1.43
FGF:
1.00
KBWP:
1.19
FGF:
-0.39
KBWP:
1.35
FGF:
-1.20
KBWP:
3.90
FGF:
30.68%
KBWP:
4.25%
FGF:
95.97%
KBWP:
16.69%
FGF:
-93.88%
KBWP:
-39.77%
FGF:
-91.45%
KBWP:
-9.73%
Returns By Period
The year-to-date returns for both stocks are quite close, with FGF having a -2.25% return and KBWP slightly lower at -2.35%. Over the past 10 years, FGF has underperformed KBWP with an annualized return of -19.73%, while KBWP has yielded a comparatively higher 12.45% annualized return.
FGF
-2.25%
-2.20%
-12.03%
-29.55%
-31.62%
-19.73%
KBWP
-2.35%
2.28%
5.09%
16.75%
11.06%
12.45%
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Risk-Adjusted Performance
FGF vs. KBWP — Risk-Adjusted Performance Rank
FGF
KBWP
FGF vs. KBWP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fundamental Global Inc. (FGF) and Invesco KBW Property & Casualty Insurance ETF (KBWP). 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.
Dividends
FGF vs. KBWP - Dividend Comparison
FGF has not paid dividends to shareholders, while KBWP's dividend yield for the trailing twelve months is around 1.68%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGF Fundamental Global Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KBWP Invesco KBW Property & Casualty Insurance ETF | 1.68% | 1.64% | 1.68% | 1.99% | 3.02% | 1.93% | 1.99% | 2.11% | 1.90% | 2.14% | 1.35% | 2.73% |
Drawdowns
FGF vs. KBWP - Drawdown Comparison
The maximum FGF drawdown since its inception was -93.88%, which is greater than KBWP's maximum drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for FGF and KBWP. For additional features, visit the drawdowns tool.
Volatility
FGF vs. KBWP - Volatility Comparison
Fundamental Global Inc. (FGF) has a higher volatility of 25.40% compared to Invesco KBW Property & Casualty Insurance ETF (KBWP) at 5.02%. This indicates that FGF's price experiences larger fluctuations and is considered to be riskier than KBWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.