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:
1.40
KBWP:
2.06
TRV:
1.91
KBWP:
2.72
TRV:
1.30
KBWP:
1.38
TRV:
2.71
KBWP:
3.45
TRV:
6.03
KBWP:
11.90
TRV:
5.46%
KBWP:
2.74%
TRV:
23.46%
KBWP:
15.81%
TRV:
-55.11%
KBWP:
-39.77%
TRV:
-9.61%
KBWP:
-7.87%
Returns By Period
In the year-to-date period, TRV achieves a 28.30% return, which is significantly lower than KBWP's 30.02% return. Over the past 10 years, TRV has underperformed KBWP with an annualized return of 10.98%, while KBWP has yielded a comparatively higher 12.89% annualized return.
TRV
28.30%
-7.03%
14.21%
32.94%
14.51%
10.98%
KBWP
30.02%
-3.95%
13.02%
32.06%
12.62%
12.89%
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Risk-Adjusted Performance
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 0.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRV The Travelers Companies, Inc. | 1.73% | 2.06% | 1.96% | 2.23% | 2.40% | 2.36% | 2.53% | 2.09% | 2.14% | 2.11% | 2.03% | 2.16% |
KBWP Invesco KBW Property & Casualty Insurance ETF | 0.97% | 1.68% | 1.99% | 3.02% | 1.93% | 1.99% | 2.11% | 1.90% | 2.14% | 1.35% | 2.73% | 1.72% |
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 6.12% compared to Invesco KBW Property & Casualty Insurance ETF (KBWP) at 5.14%. 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.