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EDV vs KBWB

Comparison between VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES (EDV, ETF) and INVESCO KBW BANK ETF (KBWB, ETF).

5-Year PerformanceKBWB has outperformed EDV, delivering a return of +7.5% compared to -9.8%

EDV vs KBWB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EDV
$4.70B
Winner
KBWB
$4.80B
Expense Ratio
Winner
EDV
0.05%
KBWB
0.35%
Max Drawdown
EDV
65.00%
Winner
KBWB
52.05%
Sharpe Ratio
EDV
-0.14
Winner
KBWB
1.58
5Y Beta
Winner
EDV
0.10
KBWB
1.09
P/E Ratio
EDV
N/A
KBWB
14.05
Forward P/E
EDV
N/A
KBWB
12.42
PEG Ratio
EDV
N/A
KBWB
0.47
5Y Dividends CAGR
EDV
-15.25%
Winner
KBWB
6.47%
5Y EPS CAGR
EDV
N/A
KBWB
9.24%
Debt to Equity
EDV
N/A
KBWB
79.61%
P/S Ratio
EDV
N/A
KBWB
3.69
P/B Ratio
EDV
N/A
KBWB
1.57

EDV vs KBWB - Historical Returns

Returns include dividend reinvestment.

1M
EDV
-1.16%
Winner
KBWB
+1.09%
3M
Winner
EDV
-1.17%
KBWB
-5.43%
6M
EDV
-4.16%
Winner
KBWB
+11.22%
1Y
EDV
+1.92%
Winner
KBWB
+37.72%
5Y(CAGR)
EDV
-9.82%
Winner
KBWB
+7.50%
10Y(CAGR)
EDV
-3.00%
Winner
KBWB
+12.41%
Max(CAGR)
EDV
+2.78%
Winner
KBWB
+13.11%

EDV vs KBWB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEDVKBWB
2026-0.07%+0.02%
2025+0.65%+32.15%
2024-11.90%+35.45%
2023-0.67%-1.73%
2022-37.20%-23.70%
2021-6.39%+39.08%
2020+22.12%-10.99%
2019+17.73%+33.02%
2018-1.95%-18.51%
2017+13.13%+17.18%
2016+0.12%+31.24%
2015-6.57%+0.35%
2014+43.90%+9.61%
2013-17.96%+33.14%
2012+4.50%+28.41%
2011+58.84%+2.11%
2010+10.90%N/A
2009-31.11%N/A
2008+50.57%N/A
2007+3.23%N/A

EDV vs KBWB Drawdown Comparison

The maximum drawdown for EDV was -59.94%, occurring on Oct 19, 2023. 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 EDV drawdown is -54.25%. The current KBWB drawdown is -5.43%.

RankEDVKBWB
#1-59.94%
Mar 9, 2020 - Oct 19, 2023
-50.23%
Jan 2, 2020 - Jan 14, 2021
#2-41.16%
Dec 26, 2008 - Sep 21, 2011
-49.32%
Jan 13, 2022 - Nov 21, 2024
#3-29.70%
Jul 24, 2012 - Dec 10, 2014
-29.41%
Feb 1, 2018 - Dec 12, 2019
#4-24.19%
Jul 8, 2016 - Aug 1, 2019
-29.08%
Jul 22, 2015 - Nov 9, 2016
#5-23.47%
Jan 30, 2015 - Jun 16, 2016
-25.44%
Feb 6, 2025 - Jun 30, 2025
#6-16.61%
Oct 3, 2011 - Dec 19, 2011
-18.02%
Mar 26, 2012 - Sep 13, 2012
#7-15.59%
Dec 19, 2011 - May 17, 2012
-16.38%
Feb 9, 2026 - Mar 13, 2026
#8-12.90%
Jan 23, 2008 - Mar 20, 2008
-13.21%
Jun 1, 2021 - Oct 5, 2021
#9-12.32%
Mar 20, 2008 - Sep 3, 2008
-12.69%
Nov 8, 2011 - Jan 3, 2012
#10-11.41%
Aug 28, 2019 - Feb 21, 2020
-11.68%
Dec 29, 2014 - May 4, 2015
#11-10.57%
Oct 27, 2008 - Nov 20, 2008
-11.52%
Jan 14, 2021 - Feb 16, 2021
#12-9.87%
Sep 17, 2008 - Oct 6, 2008
-11.18%
Mar 1, 2017 - Sep 27, 2017
#13-8.45%
Sep 22, 2011 - Oct 3, 2011
-10.86%
Oct 22, 2021 - Jan 6, 2022
#14-6.88%
Oct 6, 2008 - Oct 23, 2008
-10.20%
Sep 18, 2014 - Dec 5, 2014
#15-6.24%
Jun 1, 2012 - Jul 16, 2012
-9.98%
Nov 25, 2024 - Jan 30, 2025

Correlation

Correlation between EDV and KBWB is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04
-101

Dividend Comparison (2007 - 2026)

EDV vs KBWB dividend yield comparison.

YearEDVKBWB
20261.19%0.57%
20254.94%2.04%
20244.65%2.46%
20233.81%3.20%
20223.28%3.05%
20211.95%2.13%
20205.54%2.62%
20193.51%2.38%
20182.90%2.54%
20172.92%1.35%
20165.32%1.53%
20154.24%1.53%
20143.12%1.52%
20135.03%1.43%
20127.54%1.27%
20115.12%1.33%
20104.67%0.00%
200919.33%0.00%
20082.61%0.00%
20070.36%0.00%

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