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KBWD vs NQP

Comparison between INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF) and Nuveen Pennsylvania Quality Municipal Income Fund (NQP, ETF).

5-Year PerformanceNQP has outperformed KBWD, delivering a return of +1.8% compared to +0.3%

KBWD vs NQP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
KBWD
$448M
NQP
$447M
Expense Ratio
KBWD
5.39%
NQP
N/A
Max Drawdown
KBWD
65.17%
Winner
NQP
52.80%
Sharpe Ratio
KBWD
0.07
Winner
NQP
1.59
5Y Beta
KBWD
0.74
Winner
NQP
0.14
P/E Ratio
KBWD
20.80
NQP
N/A
Forward P/E
KBWD
8.11
NQP
N/A
PEG Ratio
KBWD
0.28
NQP
N/A
5Y Dividends CAGR
KBWD
6.32%
Winner
NQP
9.08%
Debt to Equity
KBWD
87.37%
NQP
N/A
P/S Ratio
KBWD
2.53
NQP
N/A
P/B Ratio
KBWD
0.86
NQP
N/A

KBWD vs NQP - Historical Returns

Returns include dividend reinvestment.

1M
KBWD
-7.52%
Winner
NQP
+3.66%
3M
KBWD
-3.04%
Winner
NQP
+3.34%
6M
KBWD
-5.83%
Winner
NQP
+4.31%
1Y
KBWD
+3.58%
Winner
NQP
+16.81%
5Y(CAGR)
KBWD
+0.25%
Winner
NQP
+1.80%
10Y(CAGR)
Winner
KBWD
+4.79%
NQP
+3.13%
Max(CAGR)
Winner
KBWD
+5.62%
NQP
+5.09%

KBWD vs NQP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearKBWDNQP
2026-5.99%+3.66%
2025+4.97%+13.80%
2024+3.57%+2.62%
2023+18.07%+6.47%
2022-20.04%-21.77%
2021+34.26%+8.19%
2020-15.52%+7.04%
2019+19.44%+20.03%
2018-8.64%-2.21%
2017+10.24%+5.96%
2016+20.65%+0.25%
2015-10.90%+6.09%
2014+8.90%+18.12%
2013+14.97%-17.82%
2012+14.65%+8.75%
2011-1.23%+21.27%
2010+3.90%+7.77%
2009N/A+44.63%
2008N/A-26.11%
2007N/A-0.08%
2006N/A+3.60%
2005N/A-4.98%
2004N/A+6.42%
2003N/A+13.32%
2002N/A+5.30%
2001N/A+10.51%
2000N/A+10.51%
1999N/A-9.51%

KBWD vs NQP Drawdown Comparison

The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.

The maximum drawdown for NQP was -41.81%, occurring on Oct 10, 2008. Recovery took 380 trading sessions.

The current KBWD drawdown is -11.71%. The current NQP drawdown is -0.50%.

RankKBWDNQP
#1-58.56%
Feb 20, 2020 - Apr 26, 2021
-41.81%
Jan 29, 2008 - Jul 31, 2009
#2-30.73%
Nov 8, 2021 - Jul 16, 2024
-32.39%
Nov 30, 2021 - Apr 9, 2026
#3-29.10%
Apr 23, 2015 - Nov 11, 2016
-24.68%
Dec 3, 2012 - Feb 2, 2015
#4-19.65%
Feb 19, 2025 - Jan 8, 2026
-24.09%
Mar 4, 2020 - Dec 30, 2020
#5-18.44%
Aug 30, 2018 - Nov 7, 2019
-17.24%
Mar 24, 2004 - Oct 25, 2004
#6-17.67%
Jul 7, 2011 - Jan 20, 2012
-15.87%
Jul 13, 2016 - May 30, 2019
#7-15.03%
Jan 16, 2026 - Mar 27, 2026
-15.04%
Nov 8, 1999 - Jul 10, 2000
#8-12.94%
Sep 14, 2012 - Jan 17, 2013
-14.41%
Oct 18, 2010 - Jul 11, 2011
#9-9.70%
May 17, 2013 - Oct 22, 2013
-12.69%
Feb 9, 2005 - May 2, 2007
#10-8.75%
Jul 23, 2024 - Nov 29, 2024
-11.88%
Jun 16, 2003 - Jan 9, 2004
#11-8.48%
Oct 20, 2017 - Apr 27, 2018
-9.80%
Mar 4, 2002 - Jul 8, 2002
#12-7.79%
Jun 8, 2021 - Oct 14, 2021
-9.46%
Oct 1, 2002 - Apr 1, 2003
#13-6.82%
Nov 29, 2024 - Jan 31, 2025
-8.69%
May 7, 2007 - Jan 10, 2008
#14-6.33%
Apr 27, 2017 - Aug 1, 2017
-8.60%
Jul 25, 2000 - Jan 3, 2001
#15-5.94%
Apr 27, 2012 - Jun 19, 2012
-8.51%
Sep 7, 2001 - Feb 5, 2002

Correlation

Correlation between KBWD and NQP is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

KBWD vs NQP dividend yield comparison.

YearKBWDNQP
20265.92%2.59%
202512.83%7.87%
202412.45%6.69%
202311.45%3.07%
202211.32%4.89%
20217.26%4.51%
20209.68%4.38%
20198.63%4.23%
20189.47%5.34%
20178.77%5.34%
20168.68%5.67%
20158.89%6.10%
20148.31%6.22%
20137.68%6.90%
20129.03%5.96%
201113.00%6.04%
20100.00%6.61%
20090.00%5.67%
20080.00%7.26%
20070.00%5.00%
20060.00%4.75%
20050.00%6.72%
20040.00%6.88%
20030.00%5.92%
20020.00%6.18%
20010.00%6.12%
20000.00%6.87%
19990.00%1.21%

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