KBWB vs RECS
Comparison between INVESCO KBW BANK ETF (KBWB, ETF) and COLUMBIA RESEARCH ENHANCED CORE ETF (RECS, ETF).
5-Year PerformanceRECS has outperformed KBWB, delivering a return of +14.5% compared to +8.0%
KBWB vs RECS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KBWB
$5.50B
RECS
$5.40B
Expense Ratio
KBWB
0.35%
Winner
RECS
0.15%
Max Drawdown
KBWB
52.05%
Winner
RECS
34.72%
Sharpe Ratio
KBWB
1.46
Winner
RECS
1.83
5Y Beta
KBWB
1.09
Winner
RECS
0.94
P/E Ratio
Winner
KBWB
14.04
RECS
22.86
Forward P/E
Winner
KBWB
12.26
RECS
16.72
PEG Ratio
KBWB
0.47
RECS
N/A
5Y Dividends CAGR
KBWB
6.47%
Winner
RECS
17.36%
5Y EPS CAGR
KBWB
9.22%
Winner
RECS
23.73%
Debt to Equity
KBWB
79.79%
Winner
RECS
18.41%
P/S Ratio
KBWB
3.70
Winner
RECS
1.82
P/B Ratio
Winner
KBWB
1.57
RECS
3.88
KBWB vs RECS - Holdings Comparison
KBWB and RECS have 13 common holdings. Overlap is 7.40%
KBWB's top 25 holdings weight is 99.85%. RECS's top 25 holdings weight is 55.25%.
| Rank | KBWB | RECS |
|---|---|---|
| #1 | MORGAN STANLEY (MS) - 8.58% | APPLE INC (AAPL) - 8.86% |
| #2 | THE GOLDMAN SACHS GROUP INC (GS) - 8.07% | NVIDIA CORP (NVDA) - 8.50% |
| #3 | BANK OF AMERICA CORP (BAC) - 8.05% | MICROSOFT CORP (MSFT) - 6.68% |
| #4 | JPMORGAN CHASE & CO (JPM) - 7.78% | ALPHABET INC CLASS C (GOOG) - 3.22% |
| #5 | WELLS FARGO & CO (WFC) - 7.41% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #6 | CITIGROUP INC (C) - 4.39% | PROCTER & GAMBLE CO (PG) - 2.47% |
| #7 | STATE STREET CORP (STT) - 4.36% | WELLS FARGO & CO (WFC) - 1.99% |
| #8 | BANK OF NEW YORK MELLON CORP (BK) - 4.20% | ALPHABET INC CLASS A (GOOGL) - 1.88% |
| #9 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.94% | EXXON MOBIL CORP (XOM) - 1.81% |
| #10 | U.S. BANCORP (USB) - 3.84% | BOOKING HOLDINGS INC (BKNG) - 1.75% |
| #11 | FIFTH THIRD BANCORP (FITB) - 3.84% | CITIGROUP INC (C) - 1.41% |
| #12 | TRUIST FINANCIAL CORP (TFC) - 3.82% | MORGAN STANLEY (MS) - 1.39% |
| #13 | M&T BANK CORP (MTB) - 3.75% | PFIZER INC (PFE) - 1.19% |
| #14 | HUNTINGTON BANCSHARES INC (HBAN) - 3.69% | CHARLES SCHWAB CORP (SCHW) - 1.19% |
| #15 | CAPITAL ONE FINANCIAL CORP (COF) - 3.66% | UBER TECHNOLOGIES INC (UBER) - 1.00% |
| #16 | NORTHERN TRUST CORP (NTRS) - 3.62% | CHEVRON CORP (CVX) - 0.99% |
| #17 | CITIZENS FINANCIAL GROUP INC (CFG) - 3.30% | S&P GLOBAL INC (SPGI) - 0.97% |
| #18 | REGIONS FINANCIAL CORP (RF) - 2.92% | GENERAL MOTORS CO (GM) - 0.95% |
| #19 | KEYCORP (KEY) - 2.88% | UNION PACIFIC CORP (UNP) - 0.93% |
| #20 | EAST WEST BANCORP INC (EWBC) - 2.05% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.92% |
| #21 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.81% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 0.88% |
| #22 | FIRST HORIZON CORP (FHN) - 1.45% | MCKESSON CORP (MCK) - 0.88% |
| #23 | ZIONS BANCORP NA (ZION) - 1.13% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.86% |
| #24 | WESTERN ALLIANCE BANCORP (WAL) - 1.09% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #25 | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 0.22% | CVS HEALTH CORP (CVS) - 0.79% |
| Total Holdings | 28 | 369 |
KBWB vs RECS - Historical Returns
Returns include dividend reinvestment.
1M
KBWB
-1.27%
Winner
RECS
+4.57%
3M
KBWB
-0.16%
Winner
RECS
+5.14%
6M
Winner
KBWB
+8.11%
RECS
+4.51%
1Y
Winner
KBWB
+31.21%
RECS
+24.78%
5Y(CAGR)
KBWB
+7.99%
Winner
RECS
+14.50%
10Y(CAGR)
Winner
KBWB
+12.24%
RECS
+9.68%
Max(CAGR)
Winner
KBWB
+13.05%
RECS
+3.81%
KBWB vs RECS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | KBWB | RECS |
|---|---|---|
| 2026 | -0.65% | +3.91% |
| 2025 | +32.15% | +19.19% |
| 2024 | +35.45% | +27.04% |
| 2023 | -1.73% | +23.30% |
| 2022 | -23.70% | -14.59% |
| 2021 | +39.08% | +34.98% |
| 2020 | -10.99% | +14.41% |
| 2019 | +33.02% | -0.93% |
| 2018 | -18.51% | +0.00% |
| 2017 | +17.18% | +0.00% |
| 2016 | +31.24% | +0.00% |
| 2015 | +0.35% | +0.00% |
| 2014 | +9.61% | +0.00% |
| 2013 | +33.14% | +0.00% |
| 2012 | +28.41% | +0.00% |
| 2011 | +2.11% | +0.00% |
| 2010 | N/A | +0.00% |
| 2009 | N/A | +0.00% |
| 2008 | N/A | +0.00% |
| 2007 | N/A | +0.00% |
| 2006 | N/A | +0.00% |
| 2005 | N/A | +0.00% |
| 2004 | N/A | +0.00% |
| 2003 | N/A | +0.00% |
| 2002 | N/A | +0.00% |
| 2001 | N/A | +0.00% |
KBWB vs RECS Drawdown Comparison
The maximum drawdown for KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 261 trading sessions.
The maximum drawdown for RECS was -34.29%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current KBWB drawdown is -6.06%. The current RECS drawdown is -0.35%.
| Rank | KBWB | RECS |
|---|---|---|
| #1 | -50.23% Jan 2, 2020 - Jan 14, 2021 | -34.29% Feb 12, 2020 - Aug 12, 2020 |
| #2 | -49.32% Jan 13, 2022 - Nov 21, 2024 | -22.08% Dec 29, 2021 - Jul 28, 2023 |
| #3 | -29.41% Feb 1, 2018 - Dec 12, 2019 | -18.60% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -29.08% Jul 22, 2015 - Nov 9, 2016 | -11.78% Aug 15, 2001 - Jan 9, 2020 |
| #5 | -25.44% Feb 6, 2025 - Jun 30, 2025 | -9.64% Jul 28, 2023 - Dec 1, 2023 |
| #6 | -18.02% Mar 26, 2012 - Sep 13, 2012 | -9.58% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -16.38% Feb 9, 2026 - Mar 13, 2026 | -8.82% Jan 27, 2026 - Apr 17, 2026 |
| #8 | -13.21% Jun 1, 2021 - Oct 5, 2021 | -7.99% Jul 16, 2024 - Aug 30, 2024 |
| #9 | -12.69% Nov 8, 2011 - Jan 3, 2012 | -5.71% Sep 3, 2021 - Oct 28, 2021 |
| #10 | -11.68% Dec 29, 2014 - May 4, 2015 | -4.84% Mar 28, 2024 - May 9, 2024 |
| #11 | -11.52% Jan 14, 2021 - Feb 16, 2021 | -4.79% Oct 28, 2025 - Dec 5, 2025 |
| #12 | -11.18% Mar 1, 2017 - Sep 27, 2017 | -4.59% Dec 6, 2024 - Feb 18, 2025 |
| #13 | -10.86% Oct 22, 2021 - Jan 6, 2022 | -4.31% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -10.20% Sep 18, 2014 - Dec 5, 2014 | -4.28% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -9.98% Nov 25, 2024 - Jan 30, 2025 | -4.03% May 7, 2021 - Jun 10, 2021 |
Correlation
Correlation between KBWB and RECS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2011 - 2026)
KBWB vs RECS dividend yield comparison.
| Year | KBWB | RECS |
|---|---|---|
| 2026 | 0.58% | 0.00% |
| 2025 | 2.04% | 1.11% |
| 2024 | 2.46% | 1.09% |
| 2023 | 3.20% | 1.00% |
| 2022 | 3.05% | 1.41% |
| 2021 | 2.13% | 20.64% |
| 2020 | 2.62% | 1.09% |
| 2019 | 2.38% | 0.49% |
| 2018 | 2.54% | 0.00% |
| 2017 | 1.35% | 0.00% |
| 2016 | 1.53% | 0.00% |
| 2015 | 1.53% | 0.00% |
| 2014 | 1.52% | 0.00% |
| 2013 | 1.43% | 0.00% |
| 2012 | 1.27% | 0.00% |
| 2011 | 1.33% | 0.00% |
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