AVUQ vs KBWP
Comparison between AVANTIS U.S. QUALITY ETF (AVUQ, ETF) and INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF).
AVUQ vs KBWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUQ
$269M
KBWP
$267M
Expense Ratio
Winner
AVUQ
0.15%
KBWP
0.35%
Max Drawdown
Winner
AVUQ
11.86%
KBWP
40.31%
Sharpe Ratio
Winner
AVUQ
0.98
KBWP
0.60
5Y Beta
AVUQ
1.04
Winner
KBWP
0.32
P/E Ratio
AVUQ
32.96
Winner
KBWP
11.27
Forward P/E
AVUQ
24.01
Winner
KBWP
12.32
PEG Ratio
AVUQ
N/A
KBWP
0.15
5Y Dividends CAGR
AVUQ
N/A
KBWP
9.21%
5Y EPS CAGR
Winner
AVUQ
32.97%
KBWP
20.37%
Debt to Equity
AVUQ
60.90%
Winner
KBWP
38.42%
P/S Ratio
AVUQ
4.49
Winner
KBWP
1.63
P/B Ratio
AVUQ
10.18
Winner
KBWP
2.12
AVUQ vs KBWP - Holdings Comparison
AVUQ and KBWP have 5 common holdings. Overlap is 0.22%
AVUQ's top 25 holdings weight is 65.68%. KBWP's top 25 holdings weight is 99.99%.
| Rank | AVUQ | KBWP |
|---|---|---|
| #1 | APPLE INC (AAPL) - 11.05% | THE TRAVELERS COMPANIES INC (TRV) - 8.10% |
| #2 | NVIDIA CORP (NVDA) - 10.73% | AON PLC CLASS A (AON) - 8.07% |
| #3 | MICROSOFT CORP (MSFT) - 6.17% | MARSH (MRSH) - 7.91% |
| #4 | AMAZON.COM INC (AMZN) - 5.45% | CHUBB LTD (CB) - 7.78% |
| #5 | META PLATFORMS INC CLASS A (META) - 4.30% | PROGRESSIVE CORP (PGR) - 7.74% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.76% | ARTHUR J. GALLAGHER & CO (AJG) - 4.42% |
| #7 | BROADCOM INC (AVGO) - 3.62% | BROWN & BROWN INC (BRO) - 4.27% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.06% | ALLSTATE CORP (ALL) - 4.17% |
| #9 | ELI LILLY AND CO (LLY) - 1.88% | WILLIS TOWERS WATSON PLC (WTW) - 4.10% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.71% | ARCH CAPITAL GROUP LTD (ACGL) - 3.96% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.69% | WR BERKLEY CORP (WRB) - 3.95% |
| #12 | VISA INC CLASS A (V) - 1.46% | CINCINNATI FINANCIAL CORP (CINF) - 3.93% |
| #13 | CATERPILLAR INC (CAT) - 1.27% | EVEREST GROUP LTD (EG) - 3.85% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.01% | THE HARTFORD INSURANCE GROUP INC (HIG) - 3.80% |
| #15 | KLA CORP (KLAC) - 1.01% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 3.71% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.98% | ASSURANT INC (AIZ) - 3.62% |
| #17 | NETFLIX INC (NFLX) - 0.98% | RENAISSANCERE HOLDINGS LTD (RNR) - 3.50% |
| #18 | APPLIED MATERIALS INC (AMAT) - 0.89% | AMERICAN FINANCIAL GROUP INC (AFG) - 3.06% |
| #19 | GE VERNOVA INC (GEV) - 0.79% | AXIS CAPITAL HOLDINGS LTD (AXS) - 2.18% |
| #20 | TJX COMPANIES INC (TJX) - 0.70% | THE HANOVER INSURANCE GROUP INC (THG) - 1.93% |
| #21 | TESLA INC (TSLA) - 0.66% | MERCURY GENERAL CORP (MCY) - 1.56% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.66% | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.50% |
| #23 | GE AEROSPACE (GE) - 0.62% | RLI CORP (RLI) - 1.42% |
| #24 | n/a (PLTR) - 0.62% | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.40% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.61% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.06% |
| Total Holdings | 625 | 26 |
AVUQ vs KBWP - Historical Returns
Returns include dividend reinvestment.
1M
AVUQ
+0.84%
Winner
KBWP
+10.16%
3M
AVUQ
+5.39%
Winner
KBWP
+7.71%
6M
AVUQ
+10.26%
Winner
KBWP
+10.72%
1Y
Winner
AVUQ
+19.89%
KBWP
+14.62%
5Y(CAGR)
AVUQ
N/A
KBWP
+14.05%
10Y(CAGR)
AVUQ
N/A
KBWP
+12.75%
Max(CAGR)
Winner
AVUQ
+25.61%
KBWP
+13.62%
AVUQ vs KBWP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AVUQ | KBWP |
|---|---|---|
| 2026 | +10.09% | +7.24% |
| 2025 | +22.52% | +12.19% |
| 2024 | N/A | +28.79% |
| 2023 | N/A | +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% |
AVUQ vs KBWP Drawdown Comparison
The maximum drawdown for AVUQ was -11.86%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current AVUQ drawdown is -1.87%. The current KBWP drawdown is -1.62%.
| Rank | AVUQ | KBWP |
|---|---|---|
| #1 | -11.86% Mar 27, 2025 - May 12, 2025 | -39.74% Feb 11, 2020 - Mar 8, 2021 |
| #2 | -11.61% Oct 29, 2025 - Apr 15, 2026 | -19.06% Apr 29, 2011 - Feb 3, 2012 |
| #3 | -5.84% Jun 1, 2026 - Jun 10, 2026 | -17.01% Apr 1, 2022 - Nov 25, 2022 |
| #4 | -3.29% Oct 8, 2025 - Oct 24, 2025 | -16.57% Sep 21, 2018 - Apr 11, 2019 |
| #5 | -2.72% Aug 14, 2025 - Aug 28, 2025 | -13.35% Feb 7, 2023 - Nov 22, 2023 |
| #6 | -2.54% May 16, 2025 - Jun 2, 2025 | -12.29% Nov 27, 2024 - Apr 1, 2025 |
| #7 | -2.52% May 14, 2026 - May 28, 2026 | -12.27% Aug 4, 2017 - Nov 29, 2017 |
| #8 | -2.34% Jul 28, 2025 - Aug 8, 2025 | -11.59% Apr 1, 2025 - May 19, 2025 |
| #9 | -1.94% Aug 28, 2025 - Sep 4, 2025 | -10.43% Dec 31, 2013 - May 29, 2014 |
| #10 | -1.93% Sep 22, 2025 - Oct 8, 2025 | -9.61% Dec 29, 2015 - Mar 17, 2016 |
| #11 | -1.50% Jun 10, 2025 - Jun 24, 2025 | -9.57% Dec 30, 2025 - Jun 26, 2026 |
| #12 | -1.22% Apr 27, 2026 - May 5, 2026 | -8.92% May 10, 2021 - Aug 20, 2021 |
| #13 | -0.99% Apr 17, 2026 - Apr 22, 2026 | -8.45% Jun 2, 2025 - Dec 12, 2025 |
| #14 | -0.94% Jul 3, 2025 - Jul 14, 2025 | -8.30% Aug 18, 2015 - Oct 20, 2015 |
| #15 | -0.89% Apr 22, 2026 - Apr 24, 2026 | -7.48% Oct 25, 2021 - Jan 4, 2022 |
Correlation
Correlation between AVUQ and KBWP is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
0.27
-101
Dividend Comparison (2011 - 2026)
AVUQ vs KBWP dividend yield comparison.
| Year | AVUQ | KBWP |
|---|---|---|
| 2026 | 0.16% | 1.12% |
| 2025 | 0.32% | 1.58% |
| 2024 | 0.00% | 1.64% |
| 2023 | 0.00% | 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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