KBWB vs SCHK

Comparison between INVESCO KBW BANK ETF (KBWB, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).

5-Year PerformanceSCHK has outperformed KBWB, delivering a return of +12.6% compared to +7.5%

KBWB vs SCHK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KBWB(ETF)	SCHK(ETF)
Net Assets	$4.80B	$4.70B
Expense Ratio	0.35%	0.03%
Max Drawdown	52.05%	34.80%
Sharpe Ratio	1.58	2.00
5Y Beta	1.09	0.99
P/E Ratio	14.05	28.55
Forward P/E	12.42	21.32
PEG Ratio	0.47	N/A
5Y Dividends CAGR	6.47%	4.88%
5Y EPS CAGR	9.24%	25.23%
Debt to Equity	79.61%	23.20%
P/S Ratio	3.69	3.33
P/B Ratio	1.57	5.04

Net Assets

Winner

KBWB

$4.80B

SCHK

$4.70B

Expense Ratio

KBWB

0.35%

Winner

SCHK

0.03%

Max Drawdown

KBWB

52.05%

Winner

SCHK

34.80%

Sharpe Ratio

KBWB

1.58

Winner

SCHK

2.00

5Y Beta

KBWB

1.09

Winner

SCHK

0.99

P/E Ratio

Winner

KBWB

14.05

SCHK

28.55

Forward P/E

Winner

KBWB

12.42

SCHK

21.32

PEG Ratio

KBWB

0.47

SCHK

N/A

5Y Dividends CAGR

Winner

KBWB

6.47%

SCHK

4.88%

5Y EPS CAGR

KBWB

9.24%

Winner

SCHK

25.23%

Debt to Equity

KBWB

79.61%

Winner

SCHK

23.20%

P/S Ratio

KBWB

3.69

Winner

SCHK

3.33

P/B Ratio

Winner

KBWB

1.57

SCHK

5.04

KBWB vs SCHK - Holdings Comparison

KBWB and SCHK have 25 common holdings. Overlap is 4.45%

KBWB's top 25 holdings weight is 99.82%. SCHK's top 25 holdings weight is 47.44%.

Rank	KBWB	SCHK
#1	MORGAN STANLEY (MS) - 8.56%	NVIDIA CORP (NVDA) - 7.81%
#2	THE GOLDMAN SACHS GROUP INC (GS) - 8.07%	APPLE INC (AAPL) - 6.00%
#3	BANK OF AMERICA CORP (BAC) - 7.91%	MICROSOFT CORP (MSFT) - 4.81%
#4	JPMORGAN CHASE & CO (JPM) - 7.76%	AMAZON.COM INC (AMZN) - 3.83%
#5	WELLS FARGO & CO (WFC) - 7.49%	ALPHABET INC CLASS A (GOOGL) - 3.07%
#6	STATE STREET CORP (STT) - 4.44%	BROADCOM INC (AVGO) - 2.86%
#7	CITIGROUP INC (C) - 4.37%	ALPHABET INC CLASS C (GOOG) - 2.45%
#8	BANK OF NEW YORK MELLON CORP (BK) - 4.20%	META PLATFORMS INC CLASS A (META) - 2.22%
#9	PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.89%	TESLA INC (TSLA) - 1.60%
#10	TRUIST FINANCIAL CORP (TFC) - 3.88%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#11	U.S. BANCORP (USB) - 3.85%	JPMORGAN CHASE & CO (JPM) - 1.27%
#12	FIFTH THIRD BANCORP (FITB) - 3.81%	ELI LILLY AND CO (LLY) - 1.04%
#13	M&T BANK CORP (MTB) - 3.75%	EXXON MOBIL CORP (XOM) - 0.95%
#14	NORTHERN TRUST CORP (NTRS) - 3.71%	MICRON TECHNOLOGY INC (MU) - 0.86%
#15	HUNTINGTON BANCSHARES INC (HBAN) - 3.69%	WALMART INC (WMT) - 0.84%
#16	CAPITAL ONE FINANCIAL CORP (COF) - 3.67%	JOHNSON & JOHNSON (JNJ) - 0.83%
#17	CITIZENS FINANCIAL GROUP INC (CFG) - 3.31%	ADVANCED MICRO DEVICES INC (AMD) - 0.79%
#18	REGIONS FINANCIAL CORP (RF) - 2.93%	VISA INC CLASS A (V) - 0.78%
#19	KEYCORP (KEY) - 2.86%	COSTCO WHOLESALE CORP (COST) - 0.67%
#20	EAST WEST BANCORP INC (EWBC) - 2.06%	MASTERCARD INC CLASS A (MA) - 0.62%
#21	PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.79%	INTEL CORP (INTC) - 0.60%
#22	FIRST HORIZON CORP (FHN) - 1.42%	NETFLIX INC (NFLX) - 0.59%
#23	ZIONS BANCORP NA (ZION) - 1.12%	CATERPILLAR INC (CAT) - 0.57%
#24	WESTERN ALLIANCE BANCORP (WAL) - 1.06%	ABBVIE INC (ABBV) - 0.53%
#25	E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 0.22%	CHEVRON CORP (CVX) - 0.53%
Total Holdings	28	948

KBWB vs SCHK - Historical Returns

Returns include dividend reinvestment.

Period	KBWB	SCHK
1 month	+1.09%	+8.90%
3 months	-5.43%	+6.34%
6 months	+11.22%	+10.38%
1 year	+37.72%	+31.68%
5 years(CAGR)	+7.50%	+12.65%
10 years(CAGR)	+12.41%	+14.61%
Max(CAGR)	+13.11%	+14.61%

KBWB

+1.09%

Winner

SCHK

+8.90%

KBWB

-5.43%

Winner

SCHK

+6.34%

Winner

KBWB

+11.22%

SCHK

+10.38%

Winner

KBWB

+37.72%

SCHK

+31.68%

5Y(CAGR)

KBWB

+7.50%

Winner

SCHK

+12.65%

10Y(CAGR)

KBWB

+12.41%

Winner

SCHK

+14.61%

Max(CAGR)

KBWB

+13.11%

Winner

SCHK

+14.61%

KBWB vs SCHK - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	KBWB	SCHK
2026	+0.02%	+8.15%
2025	+32.15%	+17.48%
2024	+35.45%	+25.29%
2023	-1.73%	+27.16%
2022	-23.70%	-19.88%
2021	+39.08%	+27.95%
2020	-10.99%	+19.71%
2019	+33.02%	+31.09%
2018	-18.51%	-5.78%
2017	+17.18%	+5.07%
2016	+31.24%	N/A
2015	+0.35%	N/A
2014	+9.61%	N/A
2013	+33.14%	N/A
2012	+28.41%	N/A
2011	+2.11%	N/A

KBWB vs SCHK Drawdown Comparison

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

The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.

The current KBWB drawdown is -5.43%.

Rank	KBWB	SCHK
#1	-50.23% Jan 2, 2020 - Jan 14, 2021	-34.80% Feb 19, 2020 - Aug 10, 2020
#2	-49.32% Jan 13, 2022 - Nov 21, 2024	-25.43% Dec 27, 2021 - Dec 14, 2023
#3	-29.41% Feb 1, 2018 - Dec 12, 2019	-19.63% Sep 20, 2018 - Apr 12, 2019
#4	-29.08% Jul 22, 2015 - Nov 9, 2016	-19.20% Feb 19, 2025 - Jun 26, 2025
#5	-25.44% Feb 6, 2025 - Jun 30, 2025	-9.83% Jan 26, 2018 - Jul 25, 2018
#6	-18.02% Mar 26, 2012 - Sep 13, 2012	-9.31% Sep 2, 2020 - Nov 11, 2020
#7	-16.38% Feb 9, 2026 - Mar 13, 2026	-8.97% Jan 12, 2026 - Apr 14, 2026
#8	-13.21% Jun 1, 2021 - Oct 5, 2021	-8.50% Jul 16, 2024 - Sep 19, 2024
#9	-12.69% Nov 8, 2011 - Jan 3, 2012	-6.75% May 3, 2019 - Jun 20, 2019
#10	-11.68% Dec 29, 2014 - May 4, 2015	-6.05% Jul 26, 2019 - Oct 25, 2019
#11	-11.52% Jan 14, 2021 - Feb 16, 2021	-5.60% Mar 28, 2024 - May 15, 2024
#12	-11.18% Mar 1, 2017 - Sep 27, 2017	-5.32% Oct 28, 2025 - Dec 10, 2025
#13	-10.86% Oct 22, 2021 - Jan 6, 2022	-5.31% Sep 2, 2021 - Oct 20, 2021
#14	-10.20% Sep 18, 2014 - Dec 5, 2014	-5.08% Feb 12, 2021 - Mar 15, 2021
#15	-9.98% Nov 25, 2024 - Jan 30, 2025	-4.79% Nov 16, 2021 - Dec 27, 2021

Correlation

Correlation between KBWB and SCHK is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2011 - 2026)

KBWB vs SCHK dividend yield comparison.

Year	KBWB	SCHK
2026	0.57%	0.25%
2025	2.04%	1.09%
2024	2.46%	1.20%
2023	3.20%	1.38%
2022	3.05%	1.57%
2021	2.13%	1.17%
2020	2.62%	1.58%
2019	2.38%	1.82%
2018	2.54%	1.80%
2017	1.35%	0.31%
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%