KBWR vs. FITB
Compare and contrast key facts about Invesco KBW Regional Banking ETF (KBWR) and Fifth Third Bancorp (FITB).
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: KBWR or FITB.
Correlation
The correlation between KBWR and FITB 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
KBWR vs. FITB - Performance Comparison
Key characteristics
KBWR:
0.42
FITB:
0.06
KBWR:
0.85
FITB:
0.27
KBWR:
1.11
FITB:
1.04
KBWR:
0.47
FITB:
0.05
KBWR:
1.37
FITB:
0.15
KBWR:
9.92%
FITB:
10.16%
KBWR:
32.08%
FITB:
28.24%
KBWR:
-52.86%
FITB:
-98.13%
KBWR:
-19.56%
FITB:
-24.76%
Returns By Period
In the year-to-date period, KBWR achieves a -8.75% return, which is significantly higher than FITB's -14.55% return. Over the past 10 years, KBWR has underperformed FITB with an annualized return of 5.55%, while FITB has yielded a comparatively higher 9.90% annualized return.
KBWR
-8.75%
-5.62%
-5.51%
11.32%
13.94%
5.55%
FITB
-14.55%
-10.06%
-17.28%
-0.28%
20.60%
9.90%
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Risk-Adjusted Performance
KBWR vs. FITB — Risk-Adjusted Performance Rank
KBWR
FITB
KBWR vs. FITB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco KBW Regional Banking ETF (KBWR) and Fifth Third Bancorp (FITB). 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
KBWR vs. FITB - Dividend Comparison
KBWR's dividend yield for the trailing twelve months is around 2.92%, less than FITB's 4.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FITB Fifth Third Bancorp | 4.08% | 3.41% | 3.94% | 3.84% | 2.62% | 3.92% | 3.06% | 3.14% | 1.98% | 1.97% | 2.59% | 2.50% |
Drawdowns
KBWR vs. FITB - Drawdown Comparison
The maximum KBWR drawdown since its inception was -52.86%, smaller than the maximum FITB drawdown of -98.13%. Use the drawdown chart below to compare losses from any high point for KBWR and FITB. For additional features, visit the drawdowns tool.
Volatility
KBWR vs. FITB - Volatility Comparison
Invesco KBW Regional Banking ETF (KBWR) and Fifth Third Bancorp (FITB) have volatilities of 16.47% and 17.13%, 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.