EAGG vs KBWB

Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and INVESCO KBW BANK ETF (KBWB, ETF).

5-Year PerformanceKBWB has outperformed EAGG, delivering a return of +7.5% compared to +0.1%

EAGG vs KBWB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAGG(ETF)	KBWB(ETF)
Net Assets	$4.70B	$4.80B
Expense Ratio	0.10%	0.35%
Max Drawdown	22.96%	52.05%
Sharpe Ratio	0.35	1.58
5Y Beta	0.04	1.09
P/E Ratio	N/A	14.05
Forward P/E	N/A	12.42
PEG Ratio	N/A	0.47
5Y Dividends CAGR	18.21%	6.47%
5Y EPS CAGR	N/A	9.24%
Debt to Equity	N/A	79.61%
P/S Ratio	N/A	3.69
P/B Ratio	N/A	1.57

Net Assets

EAGG

$4.70B

Winner

KBWB

$4.80B

Expense Ratio

Winner

EAGG

0.10%

KBWB

0.35%

Max Drawdown

Winner

EAGG

22.96%

KBWB

52.05%

Sharpe Ratio

EAGG

0.35

Winner

KBWB

1.58

5Y Beta

Winner

EAGG

0.04

KBWB

1.09

P/E Ratio

EAGG

N/A

KBWB

14.05

Forward P/E

EAGG

N/A

KBWB

12.42

PEG Ratio

EAGG

N/A

KBWB

0.47

5Y Dividends CAGR

Winner

EAGG

18.21%

KBWB

6.47%

5Y EPS CAGR

EAGG

N/A

KBWB

9.24%

Debt to Equity

EAGG

N/A

KBWB

79.61%

P/S Ratio

EAGG

N/A

KBWB

3.69

P/B Ratio

EAGG

N/A

KBWB

1.57

EAGG vs KBWB - Historical Returns

Returns include dividend reinvestment.

Period	EAGG	KBWB
1 month	+0.10%	+1.09%
3 months	+0.04%	-5.43%
6 months	+0.91%	+11.22%
1 year	+5.59%	+37.72%
5 years(CAGR)	+0.12%	+7.50%
10 years(CAGR)	N/A	+12.41%
Max(CAGR)	+2.13%	+13.11%

EAGG

+0.10%

Winner

KBWB

+1.09%

Winner

EAGG

+0.04%

KBWB

-5.43%

EAGG

+0.91%

Winner

KBWB

+11.22%

EAGG

+5.59%

Winner

KBWB

+37.72%

5Y(CAGR)

EAGG

+0.12%

Winner

KBWB

+7.50%

10Y(CAGR)

EAGG

N/A

KBWB

+12.41%

Max(CAGR)

EAGG

+2.13%

Winner

KBWB

+13.11%

EAGG vs KBWB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EAGG	KBWB
2026	+0.64%	+0.02%
2025	+7.09%	+32.15%
2024	+1.63%	+35.45%
2023	+4.92%	-1.73%
2022	-12.52%	-23.70%
2021	-1.26%	+39.08%
2020	+7.20%	-10.99%
2019	+8.51%	+33.02%
2018	+2.35%	-18.51%
2017	N/A	+17.18%
2016	N/A	+31.24%
2015	N/A	+0.35%
2014	N/A	+9.61%
2013	N/A	+33.14%
2012	N/A	+28.41%
2011	N/A	+2.11%

EAGG vs KBWB Drawdown Comparison

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 261 trading sessions.

The current EAGG drawdown is -2.47%. The current KBWB drawdown is -5.43%.

Rank	EAGG	KBWB
#1	-18.75% Aug 4, 2020 - Oct 20, 2022	-50.23% Jan 2, 2020 - Jan 14, 2021
#2	-6.98% Mar 9, 2020 - Apr 23, 2020	-49.32% Jan 13, 2022 - Nov 21, 2024
#3	-2.12% Sep 4, 2019 - Jan 21, 2020	-29.41% Feb 1, 2018 - Dec 12, 2019
#4	-0.95% Apr 23, 2020 - May 20, 2020	-29.08% Jul 22, 2015 - Nov 9, 2016
#5	-0.80% Jul 3, 2019 - Aug 1, 2019	-25.44% Feb 6, 2025 - Jun 30, 2025
#6	-0.71% Mar 27, 2019 - May 7, 2019	-18.02% Mar 26, 2012 - Sep 13, 2012
#7	-0.61% Jan 3, 2019 - Jan 30, 2019	-16.38% Feb 9, 2026 - Mar 13, 2026
#8	-0.59% Feb 26, 2019 - Mar 7, 2019	-13.21% Jun 1, 2021 - Oct 5, 2021
#9	-0.55% Jan 31, 2020 - Feb 18, 2020	-12.69% Nov 8, 2011 - Jan 3, 2012
#10	-0.53% Jun 2, 2020 - Jun 10, 2020	-11.68% Dec 29, 2014 - May 4, 2015
#11	-0.48% Oct 29, 2018 - Nov 19, 2018	-11.52% Jan 14, 2021 - Feb 16, 2021
#12	-0.44% Aug 15, 2019 - Aug 23, 2019	-11.18% Mar 1, 2017 - Sep 27, 2017
#13	-0.41% Jan 31, 2019 - Feb 8, 2019	-10.86% Oct 22, 2021 - Jan 6, 2022
#14	-0.29% Feb 8, 2019 - Feb 19, 2019	-10.20% Sep 18, 2014 - Dec 5, 2014
#15	-0.29% May 15, 2019 - May 23, 2019	-9.98% Nov 25, 2024 - Jan 30, 2025

Correlation

Correlation between EAGG and KBWB is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2011 - 2026)

EAGG vs KBWB dividend yield comparison.

Year	EAGG	KBWB
2026	1.32%	0.57%
2025	3.91%	2.04%
2024	3.93%	2.46%
2023	3.24%	3.20%
2022	2.07%	3.05%
2021	1.09%	2.13%
2020	1.82%	2.62%
2019	3.17%	2.38%
2018	0.61%	2.54%
2017	0.00%	1.35%
2016	0.00%	1.53%
2015	0.00%	1.53%
2014	0.00%	1.52%
2013	0.00%	1.43%
2012	0.00%	1.27%
2011	0.00%	1.33%