DIVZ vs KBWP
Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF).
5-Year PerformanceKBWP has outperformed DIVZ, delivering a return of +14.0% compared to +9.9%
DIVZ vs KBWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVZ
$267M
Winner
KBWP
$267M
Expense Ratio
DIVZ
0.65%
Winner
KBWP
0.35%
Max Drawdown
Winner
DIVZ
18.09%
KBWP
40.31%
Sharpe Ratio
Winner
DIVZ
0.75
KBWP
0.60
5Y Beta
DIVZ
0.40
Winner
KBWP
0.32
P/E Ratio
DIVZ
21.44
Winner
KBWP
11.27
Forward P/E
DIVZ
16.69
Winner
KBWP
12.32
PEG Ratio
Winner
DIVZ
-43.95
KBWP
0.15
5Y Dividends CAGR
Winner
DIVZ
28.41%
KBWP
9.21%
5Y EPS CAGR
DIVZ
6.14%
Winner
KBWP
20.37%
Debt to Equity
DIVZ
N/A
KBWP
38.42%
P/S Ratio
DIVZ
1.98
Winner
KBWP
1.63
P/B Ratio
DIVZ
3.60
Winner
KBWP
2.12
DIVZ vs KBWP - Holdings Comparison
DIVZ and KBWP have 1 common holdings. Overlap is 2.94%
DIVZ's top 25 holdings weight is 91.34%. KBWP's top 25 holdings weight is 99.99%.
| Rank | DIVZ | KBWP |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 6.03% | THE TRAVELERS COMPANIES INC (TRV) - 8.10% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.65% | AON PLC CLASS A (AON) - 8.07% |
| #3 | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.58% | MARSH (MRSH) - 7.91% |
| #4 | VERIZON COMMUNICATIONS INC (VZ) - 5.16% | CHUBB LTD (CB) - 7.78% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.80% | PROGRESSIVE CORP (PGR) - 7.74% |
| #6 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.75% | ARTHUR J. GALLAGHER & CO (AJG) - 4.42% |
| #7 | NEXTERA ENERGY INC (NEE) - 4.65% | BROWN & BROWN INC (BRO) - 4.27% |
| #8 | CHEVRON CORP (CVX) - 4.31% | ALLSTATE CORP (ALL) - 4.17% |
| #9 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.61% | WILLIS TOWERS WATSON PLC (WTW) - 4.10% |
| #10 | THE HOME DEPOT INC (HD) - 3.60% | ARCH CAPITAL GROUP LTD (ACGL) - 3.96% |
| #11 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.48% | WR BERKLEY CORP (WRB) - 3.95% |
| #12 | CME GROUP INC CLASS A (CME) - 3.41% | CINCINNATI FINANCIAL CORP (CINF) - 3.93% |
| #13 | ABBVIE INC (ABBV) - 3.36% | EVEREST GROUP LTD (EG) - 3.85% |
| #14 | THE CIGNA GROUP (CI) - 3.30% | THE HARTFORD INSURANCE GROUP INC (HIG) - 3.80% |
| #15 | ENBRIDGE INC (ENB) - 3.19% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 3.71% |
| #16 | THE HERSHEY CO (HSY) - 3.15% | ASSURANT INC (AIZ) - 3.62% |
| #17 | RTX CORP (RTX) - 3.11% | RENAISSANCERE HOLDINGS LTD (RNR) - 3.50% |
| #18 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.94% | AMERICAN FINANCIAL GROUP INC (AFG) - 3.06% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 2.86% | AXIS CAPITAL HOLDINGS LTD (AXS) - 2.18% |
| #20 | PEPSICO INC (PEP) - 2.54% | THE HANOVER INSURANCE GROUP INC (THG) - 1.93% |
| #21 | ATMOS ENERGY CORP (ATO) - 2.52% | MERCURY GENERAL CORP (MCY) - 1.56% |
| #22 | UNION PACIFIC CORP (UNP) - 2.50% | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.50% |
| #23 | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.46% | RLI CORP (RLI) - 1.42% |
| #24 | ALTRIA GROUP INC (MO) - 2.29% | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.40% |
| #25 | STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 2.09% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.06% |
| Total Holdings | 30 | 26 |
DIVZ vs KBWP - Historical Returns
Returns include dividend reinvestment.
1M
DIVZ
+3.15%
Winner
KBWP
+10.16%
3M
DIVZ
+5.12%
Winner
KBWP
+7.71%
6M
DIVZ
+4.94%
Winner
KBWP
+10.72%
1Y
DIVZ
+11.02%
Winner
KBWP
+14.62%
5Y(CAGR)
DIVZ
+9.85%
Winner
KBWP
+14.05%
10Y(CAGR)
DIVZ
N/A
KBWP
+12.75%
Max(CAGR)
DIVZ
+11.58%
Winner
KBWP
+13.62%
DIVZ vs KBWP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | DIVZ | KBWP |
|---|---|---|
| 2026 | +6.29% | +7.24% |
| 2025 | +16.35% | +12.19% |
| 2024 | +17.39% | +28.79% |
| 2023 | -0.12% | +6.85% |
| 2022 | +2.45% | +10.93% |
| 2021 | +19.73% | +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% |
DIVZ vs KBWP Drawdown Comparison
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current DIVZ drawdown is -0.93%. The current KBWP drawdown is -1.62%.
| Rank | DIVZ | KBWP |
|---|---|---|
| #1 | -15.44% Jun 7, 2022 - Mar 20, 2024 | -39.74% Feb 11, 2020 - Mar 8, 2021 |
| #2 | -8.98% Mar 3, 2025 - May 16, 2025 | -19.06% Apr 29, 2011 - Feb 3, 2012 |
| #3 | -7.25% Nov 29, 2024 - Feb 13, 2025 | -17.01% Apr 1, 2022 - Nov 25, 2022 |
| #4 | -6.77% Apr 20, 2022 - Jun 7, 2022 | -16.57% Sep 21, 2018 - Apr 11, 2019 |
| #5 | -5.96% Oct 22, 2021 - Dec 27, 2021 | -13.35% Feb 7, 2023 - Nov 22, 2023 |
| #6 | -5.83% Feb 27, 2026 - Apr 15, 2026 | -12.29% Nov 27, 2024 - Apr 1, 2025 |
| #7 | -5.14% Jun 10, 2021 - Oct 20, 2021 | -12.27% Aug 4, 2017 - Nov 29, 2017 |
| #8 | -4.58% Feb 9, 2022 - Mar 22, 2022 | -11.59% Apr 1, 2025 - May 19, 2025 |
| #9 | -4.55% Jul 31, 2024 - Aug 15, 2024 | -10.43% Dec 31, 2013 - May 29, 2014 |
| #10 | -4.08% Sep 11, 2025 - Nov 28, 2025 | -9.61% Dec 29, 2015 - Mar 17, 2016 |
| #11 | -3.95% Apr 3, 2024 - May 6, 2024 | -9.57% Dec 30, 2025 - Jun 26, 2026 |
| #12 | -3.84% Jan 14, 2022 - Feb 2, 2022 | -8.92% May 10, 2021 - Aug 20, 2021 |
| #13 | -3.05% Oct 18, 2024 - Nov 11, 2024 | -8.45% Jun 2, 2025 - Dec 12, 2025 |
| #14 | -2.95% Feb 24, 2021 - Mar 8, 2021 | -8.30% Aug 18, 2015 - Oct 20, 2015 |
| #15 | -2.93% May 15, 2024 - Jul 11, 2024 | -7.48% Oct 25, 2021 - Jan 4, 2022 |
Correlation
Correlation between DIVZ and KBWP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2011 - 2026)
DIVZ vs KBWP dividend yield comparison.
| Year | DIVZ | KBWP |
|---|---|---|
| 2026 | 1.28% | 1.12% |
| 2025 | 2.60% | 1.58% |
| 2024 | 2.63% | 1.64% |
| 2023 | 3.66% | 1.68% |
| 2022 | 3.23% | 1.99% |
| 2021 | 3.83% | 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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