KBWB vs SCHC
Comparison between INVESCO KBW BANK ETF (KBWB, ETF) and SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF).
5-Year PerformanceKBWB has outperformed SCHC, delivering a return of +8.0% compared to +7.7%
KBWB vs SCHC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBWB
$5.50B
SCHC
$5.50B
Expense Ratio
KBWB
0.35%
Winner
SCHC
0.08%
Max Drawdown
KBWB
52.05%
Winner
SCHC
47.07%
Sharpe Ratio
KBWB
1.46
Winner
SCHC
1.86
5Y Beta
KBWB
1.09
Winner
SCHC
0.71
P/E Ratio
KBWB
14.04
SCHC
N/A
Forward P/E
KBWB
12.26
SCHC
N/A
PEG Ratio
KBWB
0.47
SCHC
N/A
5Y Dividends CAGR
KBWB
6.47%
Winner
SCHC
12.66%
5Y EPS CAGR
KBWB
9.22%
SCHC
N/A
Debt to Equity
KBWB
79.79%
SCHC
N/A
P/S Ratio
KBWB
3.70
SCHC
N/A
P/B Ratio
KBWB
1.57
SCHC
N/A
KBWB vs SCHC - Holdings Comparison
KBWB and SCHC have 1 common holdings. Overlap is 0.00%
KBWB's top 25 holdings weight is 99.85%. SCHC's top 25 holdings weight is 7.80%.
| Rank | KBWB | SCHC |
|---|---|---|
| #1 | MORGAN STANLEY (MS) - 8.58% | MSCI EAFE JUN26 IFUS 20260619 (n/a) - 0.49% |
| #2 | THE GOLDMAN SACHS GROUP INC (GS) - 8.07% | SAMCHUNDANG PHARM CO LTD (n/a) - 0.47% |
| #3 | BANK OF AMERICA CORP (BAC) - 8.05% | ENAGAS SA (n/a) - 0.36% |
| #4 | JPMORGAN CHASE & CO (JPM) - 7.78% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.34% |
| #5 | WELLS FARGO & CO (WFC) - 7.41% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.34% |
| #6 | CITIGROUP INC (C) - 4.39% | FINNING INTERNATIONAL INC (FINGF) - 0.33% |
| #7 | STATE STREET CORP (STT) - 4.36% | GAMES WORKSHOP GROUP PLC (n/a) - 0.32% |
| #8 | BANK OF NEW YORK MELLON CORP (BK) - 4.20% | ARITZIA INC SHS SUBORD VOTING (ATZAF) - 0.31% |
| #9 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.94% | HUDBAY MINERALS INC (n/a) - 0.30% |
| #10 | U.S. BANCORP (USB) - 3.84% | CAPITAL POWER CORP (CPXWF) - 0.30% |
| #11 | FIFTH THIRD BANCORP (FITB) - 3.84% | STOREBRAND ASA (n/a) - 0.30% |
| #12 | TRUIST FINANCIAL CORP (TFC) - 3.82% | SOUTH BOW CORP (SOBO) - 0.29% |
| #13 | M&T BANK CORP (MTB) - 3.75% | DUNDEE PRECIOUS METALS INC (n/a) - 0.29% |
| #14 | HUNTINGTON BANCSHARES INC (HBAN) - 3.69% | OCEANAGOLD CORP (OGC) - 0.28% |
| #15 | CAPITAL ONE FINANCIAL CORP (COF) - 3.66% | VALIANT HOLDING AG (n/a) - 0.28% |
| #16 | NORTHERN TRUST CORP (NTRS) - 3.62% | TUI AG (n/a) - 0.28% |
| #17 | CITIZENS FINANCIAL GROUP INC (CFG) - 3.30% | NKT AS (n/a) - 0.28% |
| #18 | REGIONS FINANCIAL CORP (RF) - 2.92% | SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 0.28% |
| #19 | KEYCORP (KEY) - 2.88% | OR ROYALTIES INC (OR) - 0.28% |
| #20 | EAST WEST BANCORP INC (EWBC) - 2.05% | K&S AG (n/a) - 0.28% |
| #21 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.81% | SUBSEA 7 SA (n/a) - 0.28% |
| #22 | FIRST HORIZON CORP (FHN) - 1.45% | WPP PLC (n/a) - 0.28% |
| #23 | ZIONS BANCORP NA (ZION) - 1.13% | AEDIFICA SA (n/a) - 0.28% |
| #24 | WESTERN ALLIANCE BANCORP (WAL) - 1.09% | LOTTOMATICA GROUP SPA (n/a) - 0.28% |
| #25 | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 0.22% | THE BOYD GROUP INC COMMON STOCK (n/a) - 0.28% |
| Total Holdings | 28 | 2250 |
KBWB vs SCHC - Historical Returns
Returns include dividend reinvestment.
1M
KBWB
-1.27%
Winner
SCHC
+2.26%
3M
KBWB
-0.16%
Winner
SCHC
+1.12%
6M
KBWB
+8.11%
Winner
SCHC
+15.44%
1Y
KBWB
+31.21%
Winner
SCHC
+35.87%
5Y(CAGR)
Winner
KBWB
+7.99%
SCHC
+7.72%
10Y(CAGR)
Winner
KBWB
+12.24%
SCHC
+8.48%
Max(CAGR)
Winner
KBWB
+13.05%
SCHC
+7.38%
KBWB vs SCHC - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWB | SCHC |
|---|---|---|
| 2026 | -0.65% | +10.50% |
| 2025 | +32.15% | +37.73% |
| 2024 | +35.45% | +3.59% |
| 2023 | -1.73% | +14.09% |
| 2022 | -23.70% | -22.33% |
| 2021 | +39.08% | +11.61% |
| 2020 | -10.99% | +9.68% |
| 2019 | +33.02% | +22.91% |
| 2018 | -18.51% | -19.47% |
| 2017 | +17.18% | +28.59% |
| 2016 | +31.24% | +4.30% |
| 2015 | +0.35% | +2.06% |
| 2014 | +9.61% | -6.00% |
| 2013 | +33.14% | +19.07% |
| 2012 | +28.41% | +15.92% |
| 2011 | +2.11% | -14.43% |
| 2010 | N/A | +17.14% |
KBWB vs SCHC Drawdown Comparison
The maximum drawdown for KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 261 trading sessions.
The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current KBWB drawdown is -6.06%. The current SCHC drawdown is -1.57%.
| Rank | KBWB | SCHC |
|---|---|---|
| #1 | -50.23% Jan 2, 2020 - Jan 14, 2021 | -43.97% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -49.32% Jan 13, 2022 - Nov 21, 2024 | -36.48% Sep 3, 2021 - May 19, 2025 |
| #3 | -29.41% Feb 1, 2018 - Dec 12, 2019 | -28.31% Apr 29, 2011 - May 3, 2013 |
| #4 | -29.08% Jul 22, 2015 - Nov 9, 2016 | -23.68% Jul 3, 2014 - May 2, 2017 |
| #5 | -25.44% Feb 6, 2025 - Jun 30, 2025 | -18.51% Apr 14, 2010 - Sep 28, 2010 |
| #6 | -18.02% Mar 26, 2012 - Sep 13, 2012 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -16.38% Feb 9, 2026 - Mar 13, 2026 | -12.17% Jan 14, 2010 - Apr 1, 2010 |
| #8 | -13.21% Jun 1, 2021 - Oct 5, 2021 | -10.36% May 8, 2013 - Aug 2, 2013 |
| #9 | -12.69% Nov 8, 2011 - Jan 3, 2012 | -9.35% Mar 3, 2011 - Apr 1, 2011 |
| #10 | -11.68% Dec 29, 2014 - May 4, 2015 | -6.61% Nov 4, 2010 - Dec 13, 2010 |
| #11 | -11.52% Jan 14, 2021 - Feb 16, 2021 | -6.51% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -11.18% Mar 1, 2017 - Sep 27, 2017 | -5.70% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -10.86% Oct 22, 2021 - Jan 6, 2022 | -5.63% Jun 8, 2021 - Aug 5, 2021 |
| #14 | -10.20% Sep 18, 2014 - Dec 5, 2014 | -4.31% Apr 9, 2014 - Jun 4, 2014 |
| #15 | -9.98% Nov 25, 2024 - Jan 30, 2025 | -4.08% Oct 22, 2013 - Dec 30, 2013 |
Correlation
Correlation between KBWB and SCHC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2010 - 2026)
KBWB vs SCHC dividend yield comparison.
| Year | KBWB | SCHC |
|---|---|---|
| 2026 | 0.58% | 0.00% |
| 2025 | 2.04% | 3.66% |
| 2024 | 2.46% | 3.72% |
| 2023 | 3.20% | 2.94% |
| 2022 | 3.05% | 1.78% |
| 2021 | 2.13% | 3.02% |
| 2020 | 2.62% | 1.62% |
| 2019 | 2.38% | 3.23% |
| 2018 | 2.54% | 2.51% |
| 2017 | 1.35% | 2.73% |
| 2016 | 1.53% | 2.01% |
| 2015 | 1.53% | 2.34% |
| 2014 | 1.52% | 2.59% |
| 2013 | 1.43% | 2.81% |
| 2012 | 1.27% | 3.00% |
| 2011 | 1.33% | 7.05% |
| 2010 | 0.00% | 2.28% |
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