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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRV or KBWP.
Correlation
The correlation between TRV and KBWP 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
TRV vs. KBWP - Performance Comparison
Key characteristics
TRV:
0.98
KBWP:
1.53
TRV:
1.41
KBWP:
2.07
TRV:
1.21
KBWP:
1.28
TRV:
1.88
KBWP:
2.05
TRV:
3.91
KBWP:
7.06
TRV:
6.00%
KBWP:
3.57%
TRV:
23.97%
KBWP:
16.46%
TRV:
-55.11%
KBWP:
-39.77%
TRV:
-9.80%
KBWP:
-8.52%
Returns By Period
In the year-to-date period, TRV achieves a -0.57% return, which is significantly higher than KBWP's -1.03% return. Over the past 10 years, TRV has underperformed KBWP with an annualized return of 11.01%, while KBWP has yielded a comparatively higher 13.05% annualized return.
TRV
-0.57%
1.48%
18.72%
22.95%
13.76%
11.01%
KBWP
-1.03%
1.03%
11.03%
24.42%
12.01%
13.05%
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Risk-Adjusted Performance
TRV vs. KBWP — Risk-Adjusted Performance Rank
TRV
KBWP
TRV vs. KBWP - Risk-Adjusted Performance 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.
Dividends
TRV vs. KBWP - Dividend Comparison
TRV's dividend yield for the trailing twelve months is around 1.73%, more than KBWP's 1.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KBWP Invesco KBW Property & Casualty Insurance ETF | 1.66% | 1.64% | 1.68% | 1.99% | 3.02% | 1.93% | 1.99% | 2.11% | 1.90% | 2.14% | 1.35% | 2.73% |
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 -39.77%. Use the drawdown chart below to compare losses from any high point for TRV and KBWP. For additional features, visit the drawdowns tool.
Volatility
TRV vs. KBWP - Volatility Comparison
The Travelers Companies, Inc. (TRV) has a higher volatility of 6.57% compared to Invesco KBW Property & Casualty Insurance ETF (KBWP) at 6.09%. 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.