KBWP vs. TRV
Compare and contrast key facts about Invesco KBW Property & Casualty Insurance ETF (KBWP) and The Travelers Companies, Inc. (TRV).
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: KBWP or TRV.
Correlation
The correlation between KBWP and TRV is 0.71, 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
KBWP vs. TRV - Performance Comparison
Key characteristics
KBWP:
1.53
TRV:
1.04
KBWP:
2.06
TRV:
1.48
KBWP:
1.28
TRV:
1.23
KBWP:
2.03
TRV:
2.00
KBWP:
7.15
TRV:
4.19
KBWP:
3.50%
TRV:
5.95%
KBWP:
16.37%
TRV:
23.93%
KBWP:
-39.77%
TRV:
-55.11%
KBWP:
-8.93%
TRV:
-9.63%
Returns By Period
In the year-to-date period, KBWP achieves a -1.48% return, which is significantly lower than TRV's -0.38% return. Over the past 10 years, KBWP has outperformed TRV with an annualized return of 12.95%, while TRV has yielded a comparatively lower 10.96% annualized return.
KBWP
-1.48%
-3.44%
6.51%
24.86%
11.93%
12.95%
TRV
-0.38%
-2.55%
9.62%
24.22%
13.83%
10.96%
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Risk-Adjusted Performance
KBWP vs. TRV — Risk-Adjusted Performance Rank
KBWP
TRV
KBWP vs. TRV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco KBW Property & Casualty Insurance ETF (KBWP) and The Travelers Companies, Inc. (TRV). 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
KBWP vs. TRV - Dividend Comparison
KBWP's dividend yield for the trailing twelve months is around 1.67%, less than TRV's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KBWP Invesco KBW Property & Casualty Insurance ETF | 1.67% | 1.64% | 1.68% | 1.99% | 3.02% | 1.93% | 1.99% | 2.11% | 1.90% | 2.14% | 1.35% | 2.73% |
TRV The Travelers Companies, Inc. | 1.73% | 1.72% | 2.06% | 1.96% | 2.23% | 2.40% | 2.36% | 2.53% | 2.09% | 2.14% | 2.11% | 2.03% |
Drawdowns
KBWP vs. TRV - Drawdown Comparison
The maximum KBWP drawdown since its inception was -39.77%, smaller than the maximum TRV drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for KBWP and TRV. For additional features, visit the drawdowns tool.
Volatility
KBWP vs. TRV - Volatility Comparison
The current volatility for Invesco KBW Property & Casualty Insurance ETF (KBWP) is 5.90%, while The Travelers Companies, Inc. (TRV) has a volatility of 6.48%. This indicates that KBWP experiences smaller price fluctuations and is considered to be less risky than TRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.