FHN vs. KBWR
Compare and contrast key facts about First Horizon Corporation (FHN) and Invesco KBW Regional Banking ETF (KBWR).
KBWR is a passively managed fund by Invesco that tracks the performance of the KBW Nasdaq Regional Banking Index. It was launched on Nov 1, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHN or KBWR.
Correlation
The correlation between FHN and KBWR is 0.53, 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.
Performance
FHN vs. KBWR - Performance Comparison
Key characteristics
FHN:
0.63
KBWR:
0.42
FHN:
1.14
KBWR:
0.85
FHN:
1.16
KBWR:
1.11
FHN:
0.58
KBWR:
0.47
FHN:
2.57
KBWR:
1.37
FHN:
9.16%
KBWR:
9.92%
FHN:
37.63%
KBWR:
32.08%
FHN:
-87.57%
KBWR:
-52.86%
FHN:
-23.68%
KBWR:
-19.56%
Returns By Period
In the year-to-date period, FHN achieves a -11.04% return, which is significantly lower than KBWR's -8.75% return. Both investments have delivered pretty close results over the past 10 years, with FHN having a 5.81% annualized return and KBWR not far behind at 5.55%.
FHN
-11.04%
-10.12%
3.25%
23.34%
22.02%
5.81%
KBWR
-8.75%
-5.62%
-5.51%
11.32%
13.94%
5.55%
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Risk-Adjusted Performance
FHN vs. KBWR — Risk-Adjusted Performance Rank
FHN
KBWR
FHN vs. KBWR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Horizon Corporation (FHN) and Invesco KBW Regional Banking ETF (KBWR). 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
FHN vs. KBWR - Dividend Comparison
FHN's dividend yield for the trailing twelve months is around 3.38%, more than KBWR's 2.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHN First Horizon Corporation | 3.38% | 2.98% | 4.24% | 2.45% | 3.67% | 4.70% | 3.38% | 3.65% | 1.80% | 1.40% | 1.65% | 1.47% |
KBWR Invesco KBW Regional Banking ETF | 2.92% | 2.69% | 2.89% | 2.51% | 2.04% | 2.92% | 2.44% | 2.45% | 1.59% | 1.50% | 1.92% | 1.79% |
Drawdowns
FHN vs. KBWR - Drawdown Comparison
The maximum FHN drawdown since its inception was -87.57%, which is greater than KBWR's maximum drawdown of -52.86%. Use the drawdown chart below to compare losses from any high point for FHN and KBWR. For additional features, visit the drawdowns tool.
Volatility
FHN vs. KBWR - Volatility Comparison
First Horizon Corporation (FHN) has a higher volatility of 20.00% compared to Invesco KBW Regional Banking ETF (KBWR) at 16.47%. This indicates that FHN's price experiences larger fluctuations and is considered to be riskier than KBWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.