ISTB vs KBWB

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and INVESCO KBW BANK ETF (KBWB, ETF).

5-Year PerformanceKBWB has outperformed ISTB, delivering a return of +7.5% compared to +1.9%

ISTB vs KBWB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTB(ETF)	KBWB(ETF)
Net Assets	$4.70B	$4.80B
Expense Ratio	0.06%	0.35%
Max Drawdown	11.76%	52.05%
Sharpe Ratio	0.42	1.58
5Y Beta	0.01	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	16.37%	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

ISTB

$4.70B

Winner

KBWB

$4.80B

Expense Ratio

Winner

ISTB

0.06%

KBWB

0.35%

Max Drawdown

Winner

ISTB

11.76%

KBWB

52.05%

Sharpe Ratio

ISTB

0.42

Winner

KBWB

1.58

5Y Beta

Winner

ISTB

0.01

KBWB

1.09

P/E Ratio

ISTB

N/A

KBWB

14.05

Forward P/E

ISTB

N/A

KBWB

12.42

PEG Ratio

ISTB

N/A

KBWB

0.47

5Y Dividends CAGR

Winner

ISTB

16.37%

KBWB

6.47%

5Y EPS CAGR

ISTB

N/A

KBWB

9.24%

Debt to Equity

ISTB

N/A

KBWB

79.61%

P/S Ratio

ISTB

N/A

KBWB

3.69

P/B Ratio

ISTB

N/A

KBWB

1.57

ISTB vs KBWB - Historical Returns

Returns include dividend reinvestment.

Period	ISTB	KBWB
1 month	+0.21%	+1.09%
3 months	+0.13%	-5.43%
6 months	+1.31%	+11.22%
1 year	+4.75%	+37.72%
5 years(CAGR)	+1.89%	+7.50%
10 years(CAGR)	+2.29%	+12.41%
Max(CAGR)	+2.04%	+13.11%

ISTB

+0.21%

Winner

KBWB

+1.09%

Winner

ISTB

+0.13%

KBWB

-5.43%

ISTB

+1.31%

Winner

KBWB

+11.22%

ISTB

+4.75%

Winner

KBWB

+37.72%

5Y(CAGR)

ISTB

+1.89%

Winner

KBWB

+7.50%

10Y(CAGR)

ISTB

+2.29%

Winner

KBWB

+12.41%

Max(CAGR)

ISTB

+2.04%

Winner

KBWB

+13.11%

ISTB vs KBWB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	ISTB	KBWB
2026	+0.59%	+0.02%
2025	+6.36%	+32.15%
2024	+4.64%	+35.45%
2023	+5.44%	-1.73%
2022	-5.89%	-23.70%
2021	-0.74%	+39.08%
2020	+4.69%	-10.99%
2019	+5.50%	+33.02%
2018	+1.12%	-18.51%
2017	+1.76%	+17.18%
2016	+2.69%	+31.24%
2015	+0.57%	+0.35%
2014	+1.20%	+9.61%
2013	+0.62%	+33.14%
2012	-0.02%	+28.41%
2011	N/A	+2.11%

ISTB vs KBWB Drawdown Comparison

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

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

The current ISTB drawdown is -0.30%. The current KBWB drawdown is -5.43%.

Rank	ISTB	KBWB
#1	-9.34% Aug 3, 2021 - Jul 11, 2024	-50.23% Jan 2, 2020 - Jan 14, 2021
#2	-6.06% Mar 6, 2020 - May 15, 2020	-49.32% Jan 13, 2022 - Nov 21, 2024
#3	-2.26% May 8, 2013 - Aug 13, 2014	-29.41% Feb 1, 2018 - Dec 12, 2019
#4	-1.63% Sep 7, 2017 - Dec 14, 2018	-29.08% Jul 22, 2015 - Nov 9, 2016
#5	-1.45% Oct 21, 2016 - Apr 3, 2017	-25.44% Feb 6, 2025 - Jun 30, 2025
#6	-1.36% Sep 24, 2024 - Feb 5, 2025	-18.02% Mar 26, 2012 - Sep 13, 2012
#7	-1.26% Feb 27, 2026 - Mar 26, 2026	-16.38% Feb 9, 2026 - Mar 13, 2026
#8	-1.19% Oct 14, 2015 - Mar 11, 2016	-13.21% Jun 1, 2021 - Oct 5, 2021
#9	-1.03% Apr 3, 2025 - Apr 25, 2025	-12.69% Nov 8, 2011 - Jan 3, 2012
#10	-0.97% Apr 16, 2015 - Oct 14, 2015	-11.68% Dec 29, 2014 - May 4, 2015
#11	-0.80% Oct 21, 2014 - Jan 14, 2015	-11.52% Jan 14, 2021 - Feb 16, 2021
#12	-0.77% Sep 4, 2019 - Oct 3, 2019	-11.18% Mar 1, 2017 - Sep 27, 2017
#13	-0.74% Feb 10, 2021 - Jun 7, 2021	-10.86% Oct 22, 2021 - Jan 6, 2022
#14	-0.73% Apr 30, 2025 - Jun 4, 2025	-10.20% Sep 18, 2014 - Dec 5, 2014
#15	-0.68% May 13, 2016 - Jun 8, 2016	-9.98% Nov 25, 2024 - Jan 30, 2025

Correlation

Correlation between ISTB and KBWB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2011 - 2026)

ISTB vs KBWB dividend yield comparison.

Year	ISTB	KBWB
2026	1.42%	0.57%
2025	4.12%	2.04%
2024	3.83%	2.46%
2023	2.97%	3.20%
2022	2.01%	3.05%
2021	1.69%	2.13%
2020	2.20%	2.62%
2019	2.75%	2.38%
2018	2.57%	2.54%
2017	2.06%	1.35%
2016	1.90%	1.53%
2015	1.58%	1.53%
2014	1.07%	1.52%
2013	0.60%	1.43%
2012	0.09%	1.27%
2011	0.00%	1.33%