FITB vs. KBWR
Compare and contrast key facts about Fifth Third Bancorp (FITB) 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: FITB or KBWR.
Correlation
The correlation between FITB and KBWR is 0.58, 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
FITB vs. KBWR - Performance Comparison
Key characteristics
FITB:
-0.04
KBWR:
0.39
FITB:
0.13
KBWR:
0.80
FITB:
1.02
KBWR:
1.10
FITB:
-0.04
KBWR:
0.42
FITB:
-0.12
KBWR:
1.23
FITB:
10.29%
KBWR:
10.00%
FITB:
28.27%
KBWR:
32.04%
FITB:
-98.13%
KBWR:
-52.86%
FITB:
-25.82%
KBWR:
-20.39%
Returns By Period
In the year-to-date period, FITB achieves a -15.75% return, which is significantly lower than KBWR's -9.69% return. Over the past 10 years, FITB has outperformed KBWR with an annualized return of 9.51%, while KBWR has yielded a comparatively lower 5.36% annualized return.
FITB
-15.75%
-10.44%
-16.87%
-0.81%
18.60%
9.51%
KBWR
-9.69%
-5.55%
-4.75%
12.80%
12.03%
5.36%
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Risk-Adjusted Performance
FITB vs. KBWR — Risk-Adjusted Performance Rank
FITB
KBWR
FITB vs. KBWR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fifth Third Bancorp (FITB) 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
FITB vs. KBWR - Dividend Comparison
FITB's dividend yield for the trailing twelve months is around 4.14%, more than KBWR's 2.95% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FITB Fifth Third Bancorp | 4.14% | 3.41% | 3.94% | 3.84% | 2.62% | 3.92% | 3.06% | 3.14% | 1.98% | 1.97% | 2.59% | 2.50% |
KBWR Invesco KBW Regional Banking ETF | 2.95% | 2.69% | 2.89% | 2.51% | 2.04% | 2.92% | 2.44% | 2.45% | 1.59% | 1.50% | 1.92% | 1.79% |
Drawdowns
FITB vs. KBWR - Drawdown Comparison
The maximum FITB drawdown since its inception was -98.13%, which is greater than KBWR's maximum drawdown of -52.86%. Use the drawdown chart below to compare losses from any high point for FITB and KBWR. For additional features, visit the drawdowns tool.
Volatility
FITB vs. KBWR - Volatility Comparison
Fifth Third Bancorp (FITB) and Invesco KBW Regional Banking ETF (KBWR) have volatilities of 17.14% and 16.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.