PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
KBWB vs. KBWR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

KBWB vs. KBWR

Last updated May 12, 2025

Compare and contrast key facts about Invesco KBW Bank ETF (KBWB) and Invesco KBW Regional Banking ETF (KBWR).

KBWB and KBWR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both KBWB and KBWR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KBWB or KBWR.

Correlation

The correlation between KBWB and KBWR is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

KBWB vs. KBWR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco KBW Bank ETF (KBWB) and Invesco KBW Regional Banking ETF (KBWR). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

KBWB:

19.96%

KBWR:

27.95%

Max Drawdown

KBWB:

-1.04%

KBWR:

-1.43%

Current Drawdown

KBWB:

-0.13%

KBWR:

-0.78%

Returns By Period

KBWB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

KBWR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

KBWB vs. KBWR - Expense Ratio Comparison

Both KBWB and KBWR have an expense ratio of 0.35%.

KBWB
Invesco KBW Bank ETF
KBWR
Invesco KBW Regional Banking ETF

Risk-Adjusted Performance

KBWB vs. KBWR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
KBWB
The Risk-Adjusted Performance Rank of KBWB is 7575
Overall Rank
The Sharpe Ratio Rank of KBWB is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of KBWB is 7676
Sortino Ratio Rank
The Omega Ratio Rank of KBWB is 7777
Omega Ratio Rank
The Calmar Ratio Rank of KBWB is 7878
Calmar Ratio Rank
The Martin Ratio Rank of KBWB is 7373
Martin Ratio Rank
KBWR
The Risk-Adjusted Performance Rank of KBWR is 5656
Overall Rank
The Sharpe Ratio Rank of KBWR is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of KBWR is 6262
Sortino Ratio Rank
The Omega Ratio Rank of KBWR is 5757
Omega Ratio Rank
The Calmar Ratio Rank of KBWR is 6262
Calmar Ratio Rank
The Martin Ratio Rank of KBWR is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KBWB vs. KBWR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco KBW Bank ETF (KBWB) 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

KBWB vs. KBWR - Dividend Comparison

KBWB's dividend yield for the trailing twelve months is around 2.52%, less than KBWR's 2.83% yield.

TTM20242023202220212020201920182017201620152014
KBWB
Invesco KBW Bank ETF		2.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KBWR
Invesco KBW Regional Banking ETF		2.83%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

KBWB vs. KBWR - Drawdown Comparison

The maximum KBWB drawdown since its inception was -1.04%, smaller than the maximum KBWR drawdown of -1.43%. Use the drawdown chart below to compare losses from any high point for KBWB and KBWR. For additional features, visit the drawdowns tool.

Loading data...

Volatility

KBWB vs. KBWR - Volatility Comparison

Loading data...