KBWD vs PBW
Comparison between INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF) and INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF).
5-Year PerformanceKBWD has outperformed PBW, delivering a return of +0.3% compared to -11.9%
KBWD vs PBW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KBWD
$448M
PBW
$447M
Expense Ratio
KBWD
5.39%
Winner
PBW
0.64%
Max Drawdown
Winner
KBWD
65.17%
PBW
90.65%
Sharpe Ratio
KBWD
0.07
Winner
PBW
2.06
5Y Beta
Winner
KBWD
0.74
PBW
1.59
P/E Ratio
KBWD
20.80
Winner
PBW
-29.30
Forward P/E
Winner
KBWD
8.11
PBW
18.58
PEG Ratio
KBWD
0.28
PBW
N/A
5Y Dividends CAGR
Winner
KBWD
6.32%
PBW
-14.55%
5Y EPS CAGR
KBWD
N/A
PBW
17.62%
Debt to Equity
Winner
KBWD
87.37%
PBW
105.61%
P/S Ratio
KBWD
2.53
Winner
PBW
0.81
P/B Ratio
Winner
KBWD
0.86
PBW
3.07
KBWD vs PBW - Holdings Comparison
KBWD and PBW have 1 common holdings. Overlap is -0.05%
KBWD's top 25 holdings weight is 77.38%. PBW's top 25 holdings weight is 49.73%.
| Rank | KBWD | PBW |
|---|---|---|
| #1 | FS KKR CAPITAL CORP (FSK) - 4.17% | FUELCELL ENERGY INC (FCEL) - 3.86% |
| #2 | ORCHID ISLAND CAPITAL INC (ORC) - 4.16% | n/a (HYLN) - 3.69% |
| #3 | NEW MOUNTAIN FINANCE CORP (NMFC) - 4.08% | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 3.67% |
| #4 | INVESCO MORTGAGE CAPITAL INC (IVR) - 3.75% | BALLARD POWER SYSTEMS INC (BLDP) - 2.46% |
| #5 | TWO HARBORS INVESTMENT CORP (TWO) - 3.74% | BLOOM ENERGY CORP CLASS A (BE) - 2.22% |
| #6 | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 3.68% | IONQ INC CLASS A (IONQ) - 1.98% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.53% | ASPEN AEROGELS INC (ASPN) - 1.94% |
| #8 | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 3.52% | n/a (SHLS) - 1.84% |
| #9 | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 3.31% | MYR GROUP INC (MYRG) - 1.79% |
| #10 | CARLYLE SECURED LENDING INC (CGBD) - 3.25% | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 1.78% |
| #11 | GOLDMAN SACHS BDC INC (GSBD) - 3.23% | D-WAVE QUANTUM INC (QBTS) - 1.76% |
| #12 | MFA FINANCIAL INC (MFA) - 3.15% | PLUG POWER INC (PLUG) - 1.72% |
| #13 | DYNEX CAPITAL INC (DX) - 3.15% | ENPHASE ENERGY INC (ENPH) - 1.70% |
| #14 | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 3.04% | n/a (EOSE) - 1.68% |
| #15 | ADAMAS TRUST INC (ADAM) - 2.89% | POWELL INDUSTRIES INC (POWL) - 1.67% |
| #16 | AGNC INVESTMENT CORP (AGNC) - 2.79% | USA RARE EARTH INC (USAR) - 1.65% |
| #17 | CRESCENT CAPITAL BDC INC ORDINARY SHARES (CCAP) - 2.78% | LIFEZONE METALS LTD (LZM) - 1.65% |
| #18 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 2.62% | LITHIUM ARGENTINA AG (n/a) - 1.64% |
| #19 | NUVEEN CHURCHILL DIRECT LENDING CORP (NCDL) - 2.62% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.64% |
| #20 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.58% | T1 ENERGY INC (TE) - 1.62% |
| #21 | REDWOOD TRUST INC (RWT) - 2.44% | SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.57% |
| #22 | ARBOR REALTY TRUST INC (ABR) - 2.42% | SIGMA LITHIUM CORP (n/a) - 1.57% |
| #23 | ARTISAN PARTNERS ASSET MANAGEMENT INC CLASS A (APAM) - 2.21% | ENERGY VAULT HOLDINGS INC (NRGV) - 1.57% |
| #24 | ALLIANCEBERNSTEIN HOLDING LP (AB) - 2.19% | ENOVIX CORP (ENVX) - 1.53% |
| #25 | BLACKROCK TCP CAPITAL CORP (TCPC) - 2.08% | CANADIAN SOLAR INC (CSIQ) - 1.53% |
| Total Holdings | 42 | 71 |
KBWD vs PBW - Historical Returns
Returns include dividend reinvestment.
1M
KBWD
-7.52%
Winner
PBW
+2.95%
3M
KBWD
-3.04%
Winner
PBW
+29.18%
6M
KBWD
-5.83%
Winner
PBW
+27.61%
1Y
KBWD
+3.58%
Winner
PBW
+126.08%
5Y(CAGR)
Winner
KBWD
+0.25%
PBW
-11.91%
10Y(CAGR)
KBWD
+4.79%
Winner
PBW
+9.68%
Max(CAGR)
Winner
KBWD
+5.62%
PBW
-1.52%
KBWD vs PBW - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KBWD | PBW |
|---|---|---|
| 2026 | -5.99% | +26.14% |
| 2025 | +4.97% | +47.45% |
| 2024 | +3.57% | -28.81% |
| 2023 | +18.07% | -17.97% |
| 2022 | -20.04% | -45.69% |
| 2021 | +34.26% | -30.10% |
| 2020 | -15.52% | +199.41% |
| 2019 | +19.44% | +60.55% |
| 2018 | -8.64% | -15.63% |
| 2017 | +10.24% | +38.77% |
| 2016 | +20.65% | -18.98% |
| 2015 | -10.90% | -8.61% |
| 2014 | +8.90% | -17.37% |
| 2013 | +14.97% | +54.06% |
| 2012 | +14.65% | -19.28% |
| 2011 | -1.23% | -51.25% |
| 2010 | +3.90% | -8.46% |
| 2009 | N/A | +21.29% |
| 2008 | N/A | -68.62% |
| 2007 | N/A | +60.80% |
| 2006 | N/A | +5.06% |
| 2005 | N/A | +3.72% |
KBWD vs PBW Drawdown Comparison
The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.
The maximum drawdown for PBW was -89.01%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current KBWD drawdown is -11.71%. The current PBW drawdown is -66.27%.
| Rank | KBWD | PBW |
|---|---|---|
| #1 | -58.56% Feb 20, 2020 - Apr 26, 2021 | -89.01% Feb 9, 2021 - Apr 8, 2025 |
| #2 | -30.73% Nov 8, 2021 - Jul 16, 2024 | -87.01% Dec 26, 2007 - Jan 7, 2021 |
| #3 | -29.10% Apr 23, 2015 - Nov 11, 2016 | -31.07% May 8, 2006 - Oct 5, 2007 |
| #4 | -19.65% Feb 19, 2025 - Jan 8, 2026 | -18.89% Mar 7, 2005 - Jul 26, 2005 |
| #5 | -18.44% Aug 30, 2018 - Nov 7, 2019 | -17.63% Sep 12, 2005 - Jan 19, 2006 |
| #6 | -17.67% Jul 7, 2011 - Jan 20, 2012 | -14.44% Nov 8, 2007 - Dec 10, 2007 |
| #7 | -15.03% Jan 16, 2026 - Mar 27, 2026 | -8.99% Jan 22, 2021 - Feb 8, 2021 |
| #8 | -12.94% Sep 14, 2012 - Jan 17, 2013 | -8.26% Feb 27, 2006 - Mar 29, 2006 |
| #9 | -9.70% May 17, 2013 - Oct 22, 2013 | -6.79% Jan 12, 2021 - Jan 21, 2021 |
| #10 | -8.75% Jul 23, 2024 - Nov 29, 2024 | -5.03% Aug 3, 2005 - Aug 29, 2005 |
| #11 | -8.48% Oct 20, 2017 - Apr 27, 2018 | -4.98% Apr 24, 2006 - May 5, 2006 |
| #12 | -7.79% Jun 8, 2021 - Oct 14, 2021 | -4.64% Dec 14, 2007 - Dec 19, 2007 |
| #13 | -6.82% Nov 29, 2024 - Jan 31, 2025 | -4.20% Jan 31, 2006 - Feb 24, 2006 |
| #14 | -6.33% Apr 27, 2017 - Aug 1, 2017 | -4.02% Oct 31, 2007 - Nov 6, 2007 |
| #15 | -5.94% Apr 27, 2012 - Jun 19, 2012 | -3.92% Oct 18, 2007 - Oct 26, 2007 |
Correlation
Correlation between KBWD and PBW is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
0.29
-101
Dividend Comparison (2006 - 2026)
KBWD vs PBW dividend yield comparison.
| Year | KBWD | PBW |
|---|---|---|
| 2026 | 5.92% | 0.08% |
| 2025 | 12.83% | 0.79% |
| 2024 | 12.45% | 2.84% |
| 2023 | 11.45% | 3.68% |
| 2022 | 11.32% | 4.21% |
| 2021 | 7.26% | 1.71% |
| 2020 | 9.68% | 0.44% |
| 2019 | 8.63% | 1.45% |
| 2018 | 9.47% | 2.04% |
| 2017 | 8.77% | 1.28% |
| 2016 | 8.68% | 2.68% |
| 2015 | 8.89% | 1.53% |
| 2014 | 8.31% | 2.96% |
| 2013 | 7.68% | 2.18% |
| 2012 | 9.03% | 3.96% |
| 2011 | 13.00% | 2.33% |
| 2006 | 0.00% | 0.27% |
Select Stocks to Compare
Popular: KBWD vs SPYPBW vs SPY
More Comparisons
Compare with similar stocks