AMZY vs KBWP
Comparison between YIELDMAX(R) AMZN OPTION INCOME STRATEGY ETF (AMZY, ETF) and INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF).
AMZY vs KBWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AMZY
$251M
KBWP
$250M
Expense Ratio
AMZY
1.09%
Winner
KBWP
0.35%
Max Drawdown
AMZY
55.66%
Winner
KBWP
40.31%
Sharpe Ratio
Winner
AMZY
0.44
KBWP
-0.21
5Y Beta
AMZY
1.05
Winner
KBWP
0.37
P/E Ratio
AMZY
N/A
KBWP
10.22
Forward P/E
AMZY
N/A
KBWP
10.88
PEG Ratio
AMZY
N/A
KBWP
0.14
5Y Dividends CAGR
AMZY
N/A
KBWP
10.12%
5Y EPS CAGR
AMZY
N/A
KBWP
20.55%
Debt to Equity
AMZY
N/A
KBWP
36.13%
P/S Ratio
AMZY
N/A
KBWP
1.43
P/B Ratio
AMZY
N/A
KBWP
1.85
AMZY vs KBWP - Holdings Comparison
AMZY and KBWP have 0 common holdings. Overlap is 0.00%
AMZY's top 25 holdings weight is 4.13%. KBWP's top 25 holdings weight is 99.99%.
| Rank | AMZY | KBWP |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.13% | THE TRAVELERS COMPANIES INC (TRV) - 8.29% |
| #2 | N/A | CHUBB LTD (CB) - 8.01% |
| #3 | N/A | AON PLC CLASS A (AON) - 7.99% |
| #4 | N/A | PROGRESSIVE CORP (PGR) - 7.81% |
| #5 | N/A | MARSH (MRSH) - 7.28% |
| #6 | N/A | CINCINNATI FINANCIAL CORP (CINF) - 4.27% |
| #7 | N/A | EVEREST GROUP LTD (EG) - 4.25% |
| #8 | N/A | ALLSTATE CORP (ALL) - 4.16% |
| #9 | N/A | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.03% |
| #10 | N/A | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.02% |
| #11 | N/A | ARCH CAPITAL GROUP LTD (ACGL) - 4.00% |
| #12 | N/A | WR BERKLEY CORP (WRB) - 3.94% |
| #13 | N/A | RENAISSANCERE HOLDINGS LTD (RNR) - 3.83% |
| #14 | N/A | ASSURANT INC (AIZ) - 3.80% |
| #15 | N/A | ARTHUR J. GALLAGHER & CO (AJG) - 3.75% |
| #16 | N/A | WILLIS TOWERS WATSON PLC (WTW) - 3.52% |
| #17 | N/A | AMERICAN FINANCIAL GROUP INC (AFG) - 3.38% |
| #18 | N/A | BROWN & BROWN INC (BRO) - 3.33% |
| #19 | N/A | AXIS CAPITAL HOLDINGS LTD (AXS) - 2.19% |
| #20 | N/A | THE HANOVER INSURANCE GROUP INC (THG) - 2.06% |
| #21 | N/A | MERCURY GENERAL CORP (MCY) - 1.68% |
| #22 | N/A | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.61% |
| #23 | N/A | RLI CORP (RLI) - 1.44% |
| #24 | N/A | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.25% |
| #25 | N/A | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.10% |
| Total Holdings | 1 | 26 |
AMZY vs KBWP - Historical Returns
Returns include dividend reinvestment.
1M
AMZY
-8.10%
Winner
KBWP
+1.53%
3M
Winner
AMZY
+9.51%
KBWP
-3.09%
6M
Winner
AMZY
+2.90%
KBWP
+0.75%
1Y
Winner
AMZY
+12.00%
KBWP
-1.08%
5Y(CAGR)
AMZY
N/A
KBWP
+10.97%
10Y(CAGR)
AMZY
N/A
KBWP
+11.76%
Max(CAGR)
Winner
AMZY
+22.77%
KBWP
+13.00%
AMZY vs KBWP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AMZY | KBWP |
|---|---|---|
| 2026 | +3.48% | -2.91% |
| 2025 | +9.71% | +12.19% |
| 2024 | +36.92% | +28.79% |
| 2023 | +18.19% | +6.85% |
| 2022 | N/A | +10.93% |
| 2021 | N/A | +23.29% |
| 2020 | N/A | -1.94% |
| 2019 | N/A | +30.22% |
| 2018 | N/A | -0.62% |
| 2017 | N/A | +9.12% |
| 2016 | N/A | +22.06% |
| 2015 | N/A | +16.27% |
| 2014 | N/A | +12.15% |
| 2013 | N/A | +32.29% |
| 2012 | N/A | +24.21% |
| 2011 | N/A | -0.75% |
| 2010 | N/A | -0.04% |
AMZY vs KBWP Drawdown Comparison
The maximum drawdown for AMZY was -23.60%, occurring on Apr 21, 2025. Recovery took 114 trading sessions.
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current AMZY drawdown is -9.09%. The current KBWP drawdown is -5.33%.
| Rank | AMZY | KBWP |
|---|---|---|
| #1 | -23.60% Feb 4, 2025 - Jul 21, 2025 | -39.74% Feb 11, 2020 - Mar 8, 2021 |
| #2 | -19.54% Nov 3, 2025 - Apr 24, 2026 | -19.06% Apr 29, 2011 - Feb 3, 2012 |
| #3 | -16.41% Jul 5, 2024 - Nov 6, 2024 | -17.01% Apr 1, 2022 - Nov 25, 2022 |
| #4 | -12.31% Sep 14, 2023 - Nov 13, 2023 | -16.57% Sep 21, 2018 - Apr 11, 2019 |
| #5 | -9.09% May 28, 2026 - Jun 5, 2026 | -13.35% Feb 7, 2023 - Nov 22, 2023 |
| #6 | -7.95% Jul 31, 2025 - Sep 9, 2025 | -12.29% Nov 27, 2024 - Apr 1, 2025 |
| #7 | -7.56% Sep 9, 2025 - Oct 31, 2025 | -12.27% Aug 4, 2017 - Nov 29, 2017 |
| #8 | -6.72% Apr 11, 2024 - May 2, 2024 | -11.59% Apr 1, 2025 - May 19, 2025 |
| #9 | -6.44% Nov 13, 2024 - Dec 4, 2024 | -10.43% Dec 31, 2013 - May 29, 2014 |
| #10 | -5.80% Aug 7, 2023 - Sep 11, 2023 | -9.61% Dec 29, 2015 - Mar 17, 2016 |
| #11 | -5.30% Dec 27, 2023 - Jan 24, 2024 | -9.57% Dec 30, 2025 - Jun 3, 2026 |
| #12 | -5.06% Dec 16, 2024 - Jan 22, 2025 | -8.92% May 10, 2021 - Aug 20, 2021 |
| #13 | -4.13% May 8, 2026 - May 28, 2026 | -8.45% Jun 2, 2025 - Dec 12, 2025 |
| #14 | -4.09% May 9, 2024 - Jun 26, 2024 | -8.30% Aug 18, 2015 - Oct 20, 2015 |
| #15 | -3.30% Jul 31, 2023 - Aug 4, 2023 | -7.48% Oct 25, 2021 - Jan 4, 2022 |
Correlation
Correlation between AMZY and KBWP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2011 - 2026)
AMZY vs KBWP dividend yield comparison.
| Year | AMZY | KBWP |
|---|---|---|
| 2026 | 20.85% | 0.82% |
| 2025 | 52.59% | 1.58% |
| 2024 | 47.91% | 1.64% |
| 2023 | 9.90% | 1.68% |
| 2022 | 0.00% | 1.99% |
| 2021 | 0.00% | 3.02% |
| 2020 | 0.00% | 1.93% |
| 2019 | 0.00% | 1.99% |
| 2018 | 0.00% | 2.11% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 2.14% |
| 2015 | 0.00% | 1.35% |
| 2014 | 0.00% | 2.73% |
| 2013 | 0.00% | 1.72% |
| 2012 | 0.00% | 3.06% |
| 2011 | 0.00% | 2.86% |
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