KBWB vs SRLN

Comparison between INVESCO KBW BANK ETF (KBWB, ETF) and SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).

5-Year PerformanceKBWB has outperformed SRLN, delivering a return of +7.5% compared to +4.8%

KBWB vs SRLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KBWB(ETF)	SRLN(ETF)
Net Assets	$4.80B	$4.70B
Expense Ratio	0.35%	0.70%
Max Drawdown	52.05%	28.37%
Sharpe Ratio	1.58	1.16
5Y Beta	1.09	0.15
P/E Ratio	14.05	N/A
Forward P/E	12.42	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	6.47%	8.86%
5Y EPS CAGR	9.24%	N/A
Debt to Equity	79.61%	N/A
P/S Ratio	3.69	N/A
P/B Ratio	1.57	N/A

Net Assets

Winner

KBWB

$4.80B

SRLN

$4.70B

Expense Ratio

Winner

KBWB

0.35%

SRLN

0.70%

Max Drawdown

KBWB

52.05%

Winner

SRLN

28.37%

Sharpe Ratio

Winner

KBWB

1.58

SRLN

1.16

5Y Beta

KBWB

1.09

Winner

SRLN

0.15

P/E Ratio

KBWB

14.05

SRLN

N/A

Forward P/E

KBWB

12.42

SRLN

N/A

PEG Ratio

KBWB

0.47

SRLN

N/A

5Y Dividends CAGR

KBWB

6.47%

Winner

SRLN

8.86%

5Y EPS CAGR

KBWB

9.24%

SRLN

N/A

Debt to Equity

KBWB

79.61%

SRLN

N/A

P/S Ratio

KBWB

3.69

SRLN

N/A

P/B Ratio

KBWB

1.57

SRLN

N/A

KBWB vs SRLN - Historical Returns

Returns include dividend reinvestment.

Period	KBWB	SRLN
1 month	+1.09%	+1.30%
3 months	-5.43%	+1.43%
6 months	+11.22%	+1.93%
1 year	+37.72%	+7.05%
5 years(CAGR)	+7.50%	+4.79%
10 years(CAGR)	+12.41%	+4.59%
Max(CAGR)	+13.11%	+3.81%

KBWB

+1.09%

Winner

SRLN

+1.30%

KBWB

-5.43%

Winner

SRLN

+1.43%

Winner

KBWB

+11.22%

SRLN

+1.93%

Winner

KBWB

+37.72%

SRLN

+7.05%

5Y(CAGR)

Winner

KBWB

+7.50%

SRLN

+4.79%

10Y(CAGR)

Winner

KBWB

+12.41%

SRLN

+4.59%

Max(CAGR)

Winner

KBWB

+13.11%

SRLN

+3.81%

KBWB vs SRLN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	KBWB	SRLN
2026	+0.02%	+0.59%
2025	+32.15%	+6.72%
2024	+35.45%	+8.43%
2023	-1.73%	+10.96%
2022	-23.70%	-5.37%
2021	+39.08%	+4.66%
2020	-10.99%	+2.94%
2019	+33.02%	+9.95%
2018	-18.51%	-0.82%
2017	+17.18%	+3.37%
2016	+31.24%	+7.14%
2015	+0.35%	-1.15%
2014	+9.61%	+1.01%
2013	+33.14%	+1.80%
2012	+28.41%	N/A
2011	+2.11%	N/A

KBWB vs SRLN Drawdown Comparison

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

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The current KBWB drawdown is -5.43%.

Rank	KBWB	SRLN
#1	-50.23% Jan 2, 2020 - Jan 14, 2021	-22.29% Feb 19, 2020 - Nov 9, 2020
#2	-49.32% Jan 13, 2022 - Nov 21, 2024	-7.93% Jan 14, 2022 - Jul 12, 2023
#3	-29.41% Feb 1, 2018 - Dec 12, 2019	-5.58% Jul 16, 2015 - Aug 10, 2016
#4	-29.08% Jul 22, 2015 - Nov 9, 2016	-4.61% Oct 16, 2018 - Feb 25, 2019
#5	-25.44% Feb 6, 2025 - Jun 30, 2025	-4.26% Feb 18, 2025 - May 12, 2025
#6	-18.02% Mar 26, 2012 - Sep 13, 2012	-3.26% Jan 9, 2026 - May 1, 2026
#7	-16.38% Feb 9, 2026 - Mar 13, 2026	-2.71% Nov 28, 2014 - Feb 12, 2015
#8	-13.21% Jun 1, 2021 - Oct 5, 2021	-1.87% Sep 5, 2014 - Nov 25, 2014
#9	-12.69% Nov 8, 2011 - Jan 3, 2012	-1.36% Jul 22, 2024 - Aug 16, 2024
#10	-11.68% Dec 29, 2014 - May 4, 2015	-1.31% Nov 11, 2021 - Dec 23, 2021
#11	-11.52% Jan 14, 2021 - Feb 16, 2021	-1.21% Aug 1, 2019 - Sep 10, 2019
#12	-11.18% Mar 1, 2017 - Sep 27, 2017	-1.19% May 9, 2013 - Jul 23, 2013
#13	-10.86% Oct 22, 2021 - Jan 6, 2022	-1.16% May 3, 2019 - Jul 17, 2019
#14	-10.20% Sep 18, 2014 - Dec 5, 2014	-1.14% Feb 27, 2019 - Apr 5, 2019
#15	-9.98% Nov 25, 2024 - Jan 30, 2025	-1.10% Sep 20, 2019 - Nov 15, 2019

Correlation

Correlation between KBWB and SRLN is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2011 - 2026)

KBWB vs SRLN dividend yield comparison.

Year	KBWB	SRLN
2026	0.57%	2.33%
2025	2.04%	7.67%
2024	2.46%	8.58%
2023	3.20%	8.44%
2022	3.05%	5.72%
2021	2.13%	4.45%
2020	2.62%	4.91%
2019	2.38%	5.39%
2018	2.54%	4.98%
2017	1.35%	4.01%
2016	1.53%	3.94%
2015	1.53%	4.43%
2014	1.52%	3.66%
2013	1.43%	1.91%
2012	1.27%	0.00%
2011	1.33%	0.00%