KBWB vs SGOL
Comparison between INVESCO KBW BANK ETF (KBWB, ETF) and abrdn Physical Gold Shares ETF (SGOL, ETF).
5-Year PerformanceSGOL has outperformed KBWB, delivering a return of +16.9% compared to +12.6%
KBWB vs SGOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBWB
$6.50B
Winner
SGOL
$6.70B
Expense Ratio
KBWB
0.35%
Winner
SGOL
0.17%
Max Drawdown
KBWB
52.05%
Winner
SGOL
45.51%
Sharpe Ratio
Winner
KBWB
1.55
SGOL
0.64
5Y Beta
KBWB
1.07
Winner
SGOL
0.23
P/E Ratio
KBWB
15.55
SGOL
N/A
Forward P/E
KBWB
13.52
SGOL
N/A
PEG Ratio
KBWB
0.52
SGOL
N/A
5Y Dividends CAGR
KBWB
7.54%
SGOL
N/A
5Y EPS CAGR
KBWB
8.34%
SGOL
N/A
Debt to Equity
KBWB
78.37%
SGOL
N/A
P/S Ratio
KBWB
4.04
SGOL
N/A
P/B Ratio
KBWB
1.68
SGOL
N/A
KBWB vs SGOL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWB
+5.68%
SGOL
-8.21%
3M
Winner
KBWB
+15.42%
SGOL
-17.02%
6M
Winner
KBWB
+15.50%
SGOL
-13.26%
1Y
Winner
KBWB
+38.92%
SGOL
+18.63%
5Y(CAGR)
KBWB
+12.65%
Winner
SGOL
+16.86%
10Y(CAGR)
Winner
KBWB
+13.92%
SGOL
+11.35%
Max(CAGR)
Winner
KBWB
+14.08%
SGOL
+8.29%
KBWB vs SGOL - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | KBWB | SGOL |
|---|---|---|
| 2026 | +16.01% | -8.24% |
| 2025 | +32.15% | +61.80% |
| 2024 | +35.45% | +27.29% |
| 2023 | -1.73% | +12.16% |
| 2022 | -23.70% | +0.98% |
| 2021 | +39.08% | -6.05% |
| 2020 | -10.99% | +24.27% |
| 2019 | +33.02% | +18.07% |
| 2018 | -18.51% | -3.08% |
| 2017 | +17.18% | +12.01% |
| 2016 | +31.24% | +6.54% |
| 2015 | +0.35% | -11.03% |
| 2014 | +9.61% | -3.67% |
| 2013 | +33.14% | -28.85% |
| 2012 | +28.41% | +3.87% |
| 2011 | +2.11% | +10.17% |
| 2010 | N/A | +26.32% |
| 2009 | N/A | +10.54% |
KBWB vs SGOL Drawdown Comparison
The maximum drawdown for KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 261 trading sessions.
The maximum drawdown for SGOL was -45.51%, occurring on Dec 17, 2015. Recovery took 2247 trading sessions.
The current KBWB drawdown is -0.07%. The current SGOL drawdown is -26.32%.
| Rank | KBWB | SGOL |
|---|---|---|
| #1 | -50.23% Jan 2, 2020 - Jan 14, 2021 | -45.51% Aug 22, 2011 - Jul 28, 2020 |
| #2 | -49.32% Jan 13, 2022 - Nov 21, 2024 | -26.32% Jan 29, 2026 - Jul 16, 2026 |
| #3 | -29.41% Feb 1, 2018 - Dec 12, 2019 | -21.56% Aug 6, 2020 - Dec 27, 2023 |
| #4 | -29.08% Jul 22, 2015 - Nov 9, 2016 | -12.65% Dec 2, 2009 - May 11, 2010 |
| #5 | -25.44% Feb 6, 2025 - Jun 30, 2025 | -10.06% Oct 20, 2025 - Dec 22, 2025 |
| #6 | -18.02% Mar 26, 2012 - Sep 13, 2012 | -8.11% Oct 30, 2024 - Jan 30, 2025 |
| #7 | -16.38% Feb 9, 2026 - Jun 4, 2026 | -8.07% Dec 6, 2010 - Mar 1, 2011 |
| #8 | -13.21% Jun 1, 2021 - Oct 5, 2021 | -7.61% Jun 18, 2010 - Sep 14, 2010 |
| #9 | -12.69% Nov 8, 2011 - Jan 3, 2012 | -7.13% Apr 21, 2025 - Jun 13, 2025 |
| #10 | -11.68% Dec 29, 2014 - May 4, 2015 | -5.85% Apr 29, 2011 - Jul 12, 2011 |
| #11 | -11.52% Jan 14, 2021 - Feb 16, 2021 | -5.69% May 20, 2024 - Jul 16, 2024 |
| #12 | -11.18% Mar 1, 2017 - Sep 27, 2017 | -5.33% Nov 8, 2010 - Dec 3, 2010 |
| #13 | -10.86% Oct 22, 2021 - Jan 6, 2022 | -5.13% May 12, 2010 - Jun 17, 2010 |
| #14 | -10.20% Sep 18, 2014 - Dec 5, 2014 | -4.89% Dec 26, 2025 - Jan 12, 2026 |
| #15 | -9.98% Nov 25, 2024 - Jan 30, 2025 | -4.80% Mar 31, 2025 - Apr 10, 2025 |
Correlation
Correlation between KBWB and SGOL is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
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