KBWB vs. TRUF
KBWB (Invesco KBW Bank ETF) and TRUF (VanEck Financials TruSector ETF) are both Financials Equities funds. A 0.75 correlation means they provide meaningful diversification when combined. KBWB charges 0.35%/yr vs 0.10%/yr for TRUF.
Performance
KBWB vs. TRUF - Performance Comparison
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Returns By Period
KBWB
- 1D
- -0.09%
- 1M
- 4.16%
- 6M
- 11.83%
- YTD
- 15.16%
- 1Y
- 33.46%
- 3Y*
- 35.18%
- 5Y*
- 11.70%
- 10Y*
- 13.63%
TRUF
- 1D
- 0.61%
- 1M
- 5.40%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KBWB vs. TRUF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
KBWB Invesco KBW Bank ETF | 20.35% |
TRUF VanEck Financials TruSector ETF | 14.65% |
Correlation
The correlation between KBWB and TRUF is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026 | 0.75 |
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Return for Risk
KBWB vs. TRUF — Risk / Return Rank
KBWB
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
KBWB vs. TRUF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco KBW Bank ETF (KBWB) and VanEck Financials TruSector ETF (TRUF). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KBWB | TRUF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.29 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | — | — |
| Martin ratioReturn relative to average drawdown | 6.46 | — | — |
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Drawdowns
KBWB vs. TRUF - Drawdown Comparison
The maximum KBWB drawdown since its inception was -50.27%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for KBWB and TRUF.
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Drawdown Indicators
| KBWB | TRUF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.27% | -3.24% | -47.03% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -25.43% | — | — |
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 | -0.30% | -0.15% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -11.66% | -1.12% | -10.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | — | — |
Volatility
KBWB vs. TRUF - Volatility Comparison
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Volatility by Period
| KBWB | TRUF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.99% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.45% | 13.94% | +6.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.49% | 13.94% | +12.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.04% | 13.94% | +15.10% |
KBWB vs. TRUF - Expense Ratio Comparison
KBWB has a 0.35% expense ratio, which is higher than TRUF's 0.10% expense ratio.
Dividends
KBWB vs. TRUF - Dividend Comparison
KBWB's dividend yield for the trailing twelve months is around 1.94%, more than TRUF's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KBWB Invesco KBW Bank ETF | 1.94% | 2.04% | 2.46% | 3.20% | 3.05% | 2.13% | 2.62% | 2.38% | 2.54% | 1.35% | 1.53% | 1.53% |
TRUF VanEck Financials TruSector ETF | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
KBWB and TRUF have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRUF is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRUF is cheaper with a 0.10% expense ratio, compared with 0.35% for KBWB.
KBWB has the higher dividend yield at 1.94%, compared with 0.36% for TRUF.
They also come from different issuers: Invesco and VanEck. Their fees differ too: 0.35% for KBWB and 0.10% for TRUF.
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