TRV vs. KBWP
Compare and contrast key facts about The Travelers Companies, Inc. (TRV) and Invesco KBW Property & Casualty Insurance ETF (KBWP).
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.
Performance
TRV vs. KBWP - Performance Comparison
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TRV vs. KBWP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRV The Travelers Companies, Inc. | 0.92% | 22.38% | 28.76% | 3.93% | 22.42% | 13.96% | 5.31% | 17.00% | -9.64% | 13.36% |
KBWP Invesco KBW Property & Casualty Insurance ETF | -5.76% | 11.49% | 30.45% | 7.09% | 10.16% | 20.61% | -2.05% | 28.67% | -2.76% | 8.86% |
Returns By Period
In the year-to-date period, TRV achieves a 0.92% return, which is significantly higher than KBWP's -5.76% return. Both investments have delivered pretty close results over the past 10 years, with TRV having a 11.93% annualized return and KBWP not far behind at 11.51%.
TRV
- 1D
- -0.05%
- 1M
- -5.15%
- YTD
- 0.92%
- 6M
- 5.26%
- 1Y
- 12.04%
- 3Y*
- 21.61%
- 5Y*
- 16.40%
- 10Y*
- 11.93%
KBWP
- 1D
- 0.13%
- 1M
- -5.12%
- YTD
- -5.76%
- 6M
- -2.54%
- 1Y
- -2.65%
- 3Y*
- 14.71%
- 5Y*
- 11.89%
- 10Y*
- 11.51%
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Return for Risk
TRV vs. KBWP — Risk / Return Rank
TRV
KBWP
TRV vs. KBWP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Travelers Companies, Inc. (TRV) and Invesco KBW Property & Casualty Insurance ETF (KBWP). 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.
| TRV | KBWP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | -0.14 | +0.71 |
Sortino ratioReturn per unit of downside risk | 0.91 | -0.06 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.99 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | -0.14 | +1.28 |
Martin ratioReturn relative to average drawdown | 3.45 | -0.37 | +3.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRV | KBWP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | -0.14 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.65 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.56 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.71 | -0.32 |
Correlation
The correlation between TRV and KBWP is 0.72, 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.
Dividends
TRV vs. KBWP - Dividend Comparison
TRV's dividend yield for the trailing twelve months is around 1.51%, less than KBWP's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRV The Travelers Companies, Inc. | 1.51% | 1.50% | 1.72% | 2.06% | 1.96% | 2.23% | 2.40% | 2.36% | 2.53% | 2.09% | 2.14% | 2.11% |
KBWP Invesco KBW Property & Casualty Insurance ETF | 1.97% | 1.58% | 1.64% | 1.68% | 1.99% | 3.02% | 1.93% | 1.99% | 2.11% | 1.90% | 2.14% | 1.35% |
Drawdowns
TRV vs. KBWP - Drawdown Comparison
The maximum TRV drawdown since its inception was -55.11%, which is greater than KBWP's maximum drawdown of -39.76%. Use the drawdown chart below to compare losses from any high point for TRV and KBWP.
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Drawdown Indicators
| TRV | KBWP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.11% | -39.76% | -15.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.61% | -11.59% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.90% | -17.00% | -1.90% |
Max Drawdown (10Y)Largest decline over 10 years | -46.28% | -39.76% | -6.52% |
Current DrawdownCurrent decline from peak | -6.18% | -6.54% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -11.16% | -4.35% | -6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 4.48% | -0.66% |
Volatility
TRV vs. KBWP - Volatility Comparison
The Travelers Companies, Inc. (TRV) has a higher volatility of 4.82% compared to Invesco KBW Property & Casualty Insurance ETF (KBWP) at 4.31%. This indicates that TRV's price experiences larger fluctuations and is considered to be riskier than KBWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRV | KBWP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 4.31% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.68% | 11.79% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.35% | 19.27% | +2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.83% | 18.49% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.39% | 20.65% | +3.74% |