KBWB vs XMHQ
Comparison between INVESCO KBW BANK ETF (KBWB, ETF) and INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF).
5-Year PerformanceKBWB has outperformed XMHQ, delivering a return of +11.3% compared to +9.6%
KBWB vs XMHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBWB
$5.30B
XMHQ
$5.30B
Expense Ratio
KBWB
0.35%
Winner
XMHQ
0.25%
Max Drawdown
Winner
KBWB
52.05%
XMHQ
58.42%
Sharpe Ratio
Winner
KBWB
1.68
XMHQ
0.75
5Y Beta
KBWB
1.06
Winner
XMHQ
0.97
P/E Ratio
Winner
KBWB
14.73
XMHQ
20.34
Forward P/E
Winner
KBWB
13.17
XMHQ
17.79
PEG Ratio
KBWB
0.50
XMHQ
N/A
5Y Dividends CAGR
Winner
KBWB
7.54%
XMHQ
-2.82%
5Y EPS CAGR
KBWB
8.15%
Winner
XMHQ
20.41%
Debt to Equity
KBWB
81.86%
Winner
XMHQ
58.37%
P/S Ratio
KBWB
3.88
Winner
XMHQ
2.35
P/B Ratio
Winner
KBWB
1.64
XMHQ
4.17
KBWB vs XMHQ - Holdings Comparison
KBWB and XMHQ have 2 common holdings. Overlap is 0.07%
KBWB's top 25 holdings weight is 99.77%. XMHQ's top 25 holdings weight is 59.66%.
| Rank | KBWB | XMHQ |
|---|---|---|
| #1 | MORGAN STANLEY (MS) - 9.52% | TECHNIPFMC PLC (n/a) - 4.53% |
| #2 | THE GOLDMAN SACHS GROUP INC (GS) - 9.13% | ILLUMINA INC (ILMN) - 4.50% |
| #3 | BANK OF AMERICA CORP (BAC) - 7.77% | TWILIO INC CLASS A (TWLO) - 4.14% |
| #4 | JPMORGAN CHASE & CO (JPM) - 7.39% | STERLING INFRASTRUCTURE INC (STRL) - 3.85% |
| #5 | WELLS FARGO & CO (WFC) - 7.19% | UNITED THERAPEUTICS CORP (UTHR) - 3.74% |
| #6 | STATE STREET CORP (STT) - 4.58% | CARPENTER TECHNOLOGY CORP (CRS) - 3.28% |
| #7 | CITIGROUP INC (C) - 4.39% | MEDPACE HOLDINGS INC (MEDP) - 2.79% |
| #8 | BANK OF NEW YORK MELLON CORP (BNY) - 4.37% | CARLISLE COMPANIES INC (CSL) - 2.50% |
| #9 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.84% | EXELIXIS INC (EXEL) - 2.49% |
| #10 | FIFTH THIRD BANCORP (FITB) - 3.75% | NEXTPOWER INC CLASS A (NXT) - 2.35% |
| #11 | NORTHERN TRUST CORP (NTRS) - 3.72% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 1.99% |
| #12 | M&T BANK CORP (MTB) - 3.69% | ROYAL GOLD INC (RGLD) - 1.98% |
| #13 | U.S. BANCORP (USB) - 3.68% | ALCOA CORP (AA) - 1.97% |
| #14 | TRUIST FINANCIAL CORP (TFC) - 3.60% | BWX TECHNOLOGIES INC (BWXT) - 1.96% |
| #15 | HUNTINGTON BANCSHARES INC (HBAN) - 3.56% | EVERCORE INC CLASS A (EVR) - 1.89% |
| #16 | CAPITAL ONE FINANCIAL CORP (COF) - 3.46% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.88% |
| #17 | CITIZENS FINANCIAL GROUP INC (CFG) - 3.12% | PENUMBRA INC (PEN) - 1.87% |
| #18 | REGIONS FINANCIAL CORP (RF) - 2.85% | MANHATTAN ASSOCIATES INC (MANH) - 1.86% |
| #19 | KEYCORP (KEY) - 2.72% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.63% |
| #20 | EAST WEST BANCORP INC (EWBC) - 1.98% | TEXAS ROADHOUSE INC (TXRH) - 1.50% |
| #21 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.72% | ELANCO ANIMAL HEALTH INC (ELAN) - 1.46% |
| #22 | FIRST HORIZON CORP (FHN) - 1.37% | SEI INVESTMENTS CO (SEIC) - 1.42% |
| #23 | ZIONS BANCORP NA (ZION) - 1.08% | GRACO INC (GGG) - 1.37% |
| #24 | WESTERN ALLIANCE BANCORP (WAL) - 1.04% | PRIMERICA INC (PRI) - 1.36% |
| #25 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.25% | CROWN HOLDINGS INC (CCK) - 1.35% |
| Total Holdings | 28 | 83 |
KBWB vs XMHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWB
+9.32%
XMHQ
+1.58%
3M
Winner
KBWB
+21.78%
XMHQ
+8.37%
6M
Winner
KBWB
+10.97%
XMHQ
+5.47%
1Y
Winner
KBWB
+40.47%
XMHQ
+14.55%
5Y(CAGR)
Winner
KBWB
+11.31%
XMHQ
+9.60%
10Y(CAGR)
Winner
KBWB
+13.23%
XMHQ
+12.49%
Max(CAGR)
Winner
KBWB
+13.80%
XMHQ
+9.30%
KBWB vs XMHQ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | KBWB | XMHQ |
|---|---|---|
| 2026 | +11.00% | +6.20% |
| 2025 | +32.15% | +4.75% |
| 2024 | +35.45% | +17.04% |
| 2023 | -1.73% | +30.69% |
| 2022 | -23.70% | -12.65% |
| 2021 | +39.08% | +22.10% |
| 2020 | -10.99% | +26.00% |
| 2019 | +33.02% | +28.32% |
| 2018 | -18.51% | -9.88% |
| 2017 | +17.18% | +14.95% |
| 2016 | +31.24% | +18.06% |
| 2015 | +0.35% | -6.53% |
| 2014 | +9.61% | +14.01% |
| 2013 | +33.14% | +33.42% |
| 2012 | +28.41% | +12.17% |
| 2011 | +2.11% | -2.26% |
| 2010 | N/A | +19.46% |
| 2009 | N/A | +27.01% |
| 2008 | N/A | -39.28% |
| 2007 | N/A | +5.11% |
| 2006 | N/A | +2.52% |
KBWB vs XMHQ Drawdown Comparison
The maximum drawdown for KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 261 trading sessions.
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The current XMHQ drawdown is -2.30%.
| Rank | KBWB | XMHQ |
|---|---|---|
| #1 | -50.23% Jan 2, 2020 - Jan 14, 2021 | -58.19% Jul 13, 2007 - Jan 18, 2013 |
| #2 | -49.32% Jan 13, 2022 - Nov 21, 2024 | -36.89% Feb 19, 2020 - Jul 27, 2020 |
| #3 | -29.41% Feb 1, 2018 - Dec 12, 2019 | -25.47% Nov 16, 2021 - Jul 12, 2023 |
| #4 | -29.08% Jul 22, 2015 - Nov 9, 2016 | -24.56% Nov 25, 2024 - Jan 15, 2026 |
| #5 | -25.44% Feb 6, 2025 - Jun 30, 2025 | -22.38% May 19, 2015 - Jul 22, 2016 |
| #6 | -18.02% Mar 26, 2012 - Sep 13, 2012 | -21.82% Sep 21, 2018 - Jul 24, 2019 |
| #7 | -16.38% Feb 9, 2026 - Jun 4, 2026 | -10.86% Sep 1, 2023 - Dec 13, 2023 |
| #8 | -13.21% Jun 1, 2021 - Oct 5, 2021 | -10.32% Mar 28, 2024 - Oct 18, 2024 |
| #9 | -12.69% Nov 8, 2011 - Jan 3, 2012 | -10.06% Jan 26, 2018 - Jul 9, 2018 |
| #10 | -11.68% Dec 29, 2014 - May 4, 2015 | -9.62% Sep 4, 2014 - Nov 3, 2014 |
| #11 | -11.52% Jan 14, 2021 - Feb 16, 2021 | -9.37% Sep 2, 2020 - Oct 9, 2020 |
| #12 | -11.18% Mar 1, 2017 - Sep 27, 2017 | -8.72% May 7, 2021 - Oct 21, 2021 |
| #13 | -10.86% Oct 22, 2021 - Jan 6, 2022 | -8.40% Jan 22, 2026 - May 5, 2026 |
| #14 | -10.20% Sep 18, 2014 - Dec 5, 2014 | -7.88% Jul 24, 2019 - Nov 4, 2019 |
| #15 | -9.98% Nov 25, 2024 - Jan 30, 2025 | -6.55% Sep 8, 2016 - Nov 21, 2016 |
Correlation
Correlation between KBWB and XMHQ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2006 - 2026)
KBWB vs XMHQ dividend yield comparison.
| Year | KBWB | XMHQ |
|---|---|---|
| 2026 | 1.02% | 0.28% |
| 2025 | 2.04% | 0.64% |
| 2024 | 2.46% | 5.20% |
| 2023 | 3.20% | 0.73% |
| 2022 | 3.05% | 1.72% |
| 2021 | 2.13% | 1.00% |
| 2020 | 2.62% | 1.12% |
| 2019 | 2.38% | 1.22% |
| 2018 | 2.54% | 1.59% |
| 2017 | 1.35% | 1.06% |
| 2016 | 1.53% | 1.63% |
| 2015 | 1.53% | 1.34% |
| 2014 | 1.52% | 1.25% |
| 2013 | 1.43% | 1.11% |
| 2012 | 1.27% | 1.59% |
| 2011 | 1.33% | 1.04% |
| 2010 | 0.00% | 0.85% |
| 2009 | 0.00% | 0.78% |
| 2008 | 0.00% | 0.90% |
| 2007 | 0.00% | 0.50% |
| 2006 | 0.00% | 0.17% |
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