KBWB vs FTSM

Comparison between INVESCO KBW BANK ETF (KBWB, ETF) and FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF).

5-Year PerformanceKBWB has outperformed FTSM, delivering a return of +12.6% compared to +3.5%

KBWB vs FTSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KBWB(ETF)	FTSM(ETF)
Net Assets	$6.50B	$6.50B
Expense Ratio	0.35%	0.29%
Max Drawdown	52.05%	5.39%
Sharpe Ratio	1.55	0.47
5Y Beta	1.07	0.00
P/E Ratio	15.55	N/A
Forward P/E	13.52	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	7.54%	44.90%
5Y EPS CAGR	8.34%	N/A
Debt to Equity	78.37%	N/A
P/S Ratio	4.04	N/A
P/B Ratio	1.68	N/A

Net Assets

KBWB

$6.50B

FTSM

$6.50B

Expense Ratio

KBWB

0.35%

Winner

FTSM

0.29%

Max Drawdown

KBWB

52.05%

Winner

FTSM

5.39%

Sharpe Ratio

Winner

KBWB

1.55

FTSM

0.47

5Y Beta

KBWB

1.07

Winner

FTSM

0.00

P/E Ratio

KBWB

15.55

FTSM

N/A

Forward P/E

KBWB

13.52

FTSM

N/A

PEG Ratio

KBWB

0.52

FTSM

N/A

5Y Dividends CAGR

KBWB

7.54%

Winner

FTSM

44.90%

5Y EPS CAGR

KBWB

8.34%

FTSM

N/A

Debt to Equity

KBWB

78.37%

FTSM

N/A

P/S Ratio

KBWB

4.04

FTSM

N/A

P/B Ratio

KBWB

1.68

FTSM

N/A

KBWB vs FTSM - Historical Returns

Returns include dividend reinvestment.

Period	KBWB	FTSM
1 month	+5.68%	+0.29%
3 months	+15.42%	+0.96%
6 months	+15.50%	+1.76%
1 year	+38.92%	+4.06%
5 years(CAGR)	+12.65%	+3.55%
10 years(CAGR)	+13.92%	+2.59%
Max(CAGR)	+14.08%	+2.23%

Winner

KBWB

+5.68%

FTSM

+0.29%

Winner

KBWB

+15.42%

FTSM

+0.96%

Winner

KBWB

+15.50%

FTSM

+1.76%

Winner

KBWB

+38.92%

FTSM

+4.06%

5Y(CAGR)

Winner

KBWB

+12.65%

FTSM

+3.55%

10Y(CAGR)

Winner

KBWB

+13.92%

FTSM

+2.59%

Max(CAGR)

Winner

KBWB

+14.08%

FTSM

+2.23%

KBWB vs FTSM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	KBWB	FTSM
2026	+16.01%	+1.87%
2025	+32.15%	+4.60%
2024	+35.45%	+5.20%
2023	-1.73%	+5.12%
2022	-23.70%	+1.04%
2021	+39.08%	-0.03%
2020	-10.99%	+1.12%
2019	+33.02%	+2.81%
2018	-18.51%	+1.92%
2017	+17.18%	+1.62%
2016	+31.24%	+1.18%
2015	+0.35%	+0.22%
2014	+9.61%	-0.11%
2013	+33.14%	N/A
2012	+28.41%	N/A
2011	+2.11%	N/A

KBWB vs FTSM Drawdown Comparison

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

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The current KBWB drawdown is -0.07%.

Rank	KBWB	FTSM
#1	-50.23% Jan 2, 2020 - Jan 14, 2021	-4.12% Mar 3, 2020 - Jun 8, 2020
#2	-49.32% Jan 13, 2022 - Nov 21, 2024	-1.80% Aug 31, 2015 - May 10, 2017
#3	-29.41% Feb 1, 2018 - Dec 12, 2019	-0.65% Oct 4, 2021 - Nov 2, 2022
#4	-29.08% Jul 22, 2015 - Nov 9, 2016	-0.35% May 21, 2015 - Aug 31, 2015
#5	-25.44% Feb 6, 2025 - Jun 30, 2025	-0.30% Oct 21, 2014 - Jan 30, 2015
#6	-18.02% Mar 26, 2012 - Sep 13, 2012	-0.20% Sep 5, 2014 - Oct 16, 2014
#7	-16.38% Feb 9, 2026 - Jun 4, 2026	-0.15% Apr 3, 2025 - Apr 17, 2025
#8	-13.21% Jun 1, 2021 - Oct 5, 2021	-0.15% Mar 16, 2015 - Apr 20, 2015
#9	-12.69% Nov 8, 2011 - Jan 3, 2012	-0.13% Jan 30, 2015 - Mar 2, 2015
#10	-11.68% Dec 29, 2014 - May 4, 2015	-0.12% Feb 27, 2026 - Mar 30, 2026
#11	-11.52% Jan 14, 2021 - Feb 16, 2021	-0.12% Nov 23, 2018 - Dec 24, 2018
#12	-11.18% Mar 1, 2017 - Sep 27, 2017	-0.12% Jun 10, 2020 - Jun 22, 2020
#13	-10.86% Oct 22, 2021 - Jan 6, 2022	-0.12% Jul 6, 2020 - Jul 20, 2020
#14	-10.20% Sep 18, 2014 - Dec 5, 2014	-0.10% Mar 20, 2023 - Mar 23, 2023
#15	-9.98% Nov 25, 2024 - Jan 30, 2025	-0.10% Aug 7, 2014 - Aug 15, 2014

Correlation

Correlation between KBWB and FTSM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2011 - 2026)

KBWB vs FTSM dividend yield comparison.

Year	KBWB	FTSM
2026	0.98%	2.03%
2025	2.04%	4.28%
2024	2.46%	4.91%
2023	3.20%	4.62%
2022	3.05%	1.62%
2021	2.13%	0.39%
2020	2.62%	1.20%
2019	2.38%	2.38%
2018	2.54%	2.14%
2017	1.35%	1.49%
2016	1.53%	1.03%
2015	1.53%	0.48%
2014	1.52%	0.16%
2013	1.43%	0.00%
2012	1.27%	0.00%
2011	1.33%	0.00%