KBWD vs PSCT
Comparison between INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF) and INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF (PSCT, ETF).
5-Year PerformancePSCT has outperformed KBWD, delivering a return of +12.1% compared to +0.3%
KBWD vs PSCT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBWD
$448M
Winner
PSCT
$448M
Expense Ratio
KBWD
5.39%
Winner
PSCT
0.29%
Max Drawdown
KBWD
65.17%
Winner
PSCT
40.44%
Sharpe Ratio
KBWD
0.07
Winner
PSCT
2.02
5Y Beta
Winner
KBWD
0.74
PSCT
1.55
P/E Ratio
Winner
KBWD
20.80
PSCT
11337.40
Forward P/E
Winner
KBWD
8.11
PSCT
21.95
PEG Ratio
KBWD
0.28
Winner
PSCT
-4.08
5Y Dividends CAGR
Winner
KBWD
6.32%
PSCT
-22.93%
5Y EPS CAGR
KBWD
N/A
PSCT
13.75%
Debt to Equity
KBWD
87.37%
Winner
PSCT
42.07%
P/S Ratio
KBWD
2.53
Winner
PSCT
1.83
P/B Ratio
Winner
KBWD
0.86
PSCT
3.83
KBWD vs PSCT - Holdings Comparison
KBWD and PSCT have 1 common holdings. Overlap is -0.03%
KBWD's top 25 holdings weight is 77.38%. PSCT's top 25 holdings weight is 63.88%.
| Rank | KBWD | PSCT |
|---|---|---|
| #1 | FS KKR CAPITAL CORP (FSK) - 4.17% | SEMTECH CORP (SMTC) - 5.55% |
| #2 | ORCHID ISLAND CAPITAL INC (ORC) - 4.16% | SANMINA CORP (SANM) - 5.18% |
| #3 | NEW MOUNTAIN FINANCE CORP (NMFC) - 4.08% | VIAVI SOLUTIONS INC (VIAV) - 4.54% |
| #4 | INVESCO MORTGAGE CAPITAL INC (IVR) - 3.75% | VIASAT INC (VSAT) - 4.03% |
| #5 | TWO HARBORS INVESTMENT CORP (TWO) - 3.74% | FORMFACTOR INC (FORM) - 3.86% |
| #6 | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 3.68% | QORVO INC (QRVO) - 3.33% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.53% | ENPHASE ENERGY INC (ENPH) - 3.19% |
| #8 | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 3.52% | MAXLINEAR INC (MXL) - 2.85% |
| #9 | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 3.31% | PLEXUS CORP (PLXS) - 2.67% |
| #10 | CARLYLE SECURED LENDING INC (CGBD) - 3.25% | RALLIANT CORP (RAL) - 2.55% |
| #11 | GOLDMAN SACHS BDC INC (GSBD) - 3.23% | VISHAY INTERTECHNOLOGY INC (VSH) - 2.27% |
| #12 | MFA FINANCIAL INC (MFA) - 3.15% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 2.07% |
| #13 | DYNEX CAPITAL INC (DX) - 3.15% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 2.02% |
| #14 | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 3.04% | MARA HOLDINGS INC (MARA) - 1.97% |
| #15 | ADAMAS TRUST INC (ADAM) - 2.89% | AXCELIS TECHNOLOGIES INC (ACLS) - 1.84% |
| #16 | AGNC INVESTMENT CORP (AGNC) - 2.79% | DIODES INC (DIOD) - 1.81% |
| #17 | CRESCENT CAPITAL BDC INC ORDINARY SHARES (CCAP) - 2.78% | POWER INTEGRATIONS INC (POWI) - 1.70% |
| #18 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 2.62% | ACM RESEARCH INC CLASS A (ACMR) - 1.68% |
| #19 | NUVEEN CHURCHILL DIRECT LENDING CORP (NCDL) - 2.62% | n/a (MIR) - 1.61% |
| #20 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.58% | CLEANSPARK INC (CLSK) - 1.60% |
| #21 | REDWOOD TRUST INC (RWT) - 2.44% | ACI WORLDWIDE INC (ACIW) - 1.59% |
| #22 | ARBOR REALTY TRUST INC (ABR) - 2.42% | IMPINJ INC (PI) - 1.57% |
| #23 | ARTISAN PARTNERS ASSET MANAGEMENT INC CLASS A (APAM) - 2.21% | SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.54% |
| #24 | ALLIANCEBERNSTEIN HOLDING LP (AB) - 2.19% | ULTRA CLEAN HOLDINGS INC (UCTT) - 1.45% |
| #25 | BLACKROCK TCP CAPITAL CORP (TCPC) - 2.08% | ITRON INC (ITRI) - 1.41% |
| Total Holdings | 42 | 72 |
KBWD vs PSCT - Historical Returns
Returns include dividend reinvestment.
1M
KBWD
-7.52%
Winner
PSCT
+4.71%
3M
KBWD
-3.04%
Winner
PSCT
+33.18%
6M
KBWD
-5.83%
Winner
PSCT
+38.33%
1Y
KBWD
+3.58%
Winner
PSCT
+84.98%
5Y(CAGR)
KBWD
+0.25%
Winner
PSCT
+12.15%
10Y(CAGR)
KBWD
+4.79%
Winner
PSCT
+15.73%
Max(CAGR)
KBWD
+5.62%
Winner
PSCT
+15.18%
KBWD vs PSCT - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWD | PSCT |
|---|---|---|
| 2026 | -5.99% | +39.94% |
| 2025 | +4.97% | +18.68% |
| 2024 | +3.57% | +0.41% |
| 2023 | +18.07% | +20.54% |
| 2022 | -20.04% | -23.50% |
| 2021 | +34.26% | +27.02% |
| 2020 | -15.52% | +26.29% |
| 2019 | +19.44% | +38.69% |
| 2018 | -8.64% | -10.79% |
| 2017 | +10.24% | +9.59% |
| 2016 | +20.65% | +36.87% |
| 2015 | -10.90% | +5.75% |
| 2014 | +8.90% | +14.42% |
| 2013 | +14.97% | +40.39% |
| 2012 | +14.65% | +9.31% |
| 2011 | -1.23% | -5.97% |
| 2010 | +3.90% | +15.49% |
KBWD vs PSCT Drawdown Comparison
The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.
The maximum drawdown for PSCT was -40.44%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.
The current KBWD drawdown is -11.71%. The current PSCT drawdown is -8.29%.
| Rank | KBWD | PSCT |
|---|---|---|
| #1 | -58.56% Feb 20, 2020 - Apr 26, 2021 | -40.44% Jan 17, 2020 - Nov 9, 2020 |
| #2 | -30.73% Nov 8, 2021 - Jul 16, 2024 | -34.80% Jan 3, 2022 - Sep 18, 2025 |
| #3 | -29.10% Apr 23, 2015 - Nov 11, 2016 | -32.42% Apr 29, 2011 - Jan 22, 2013 |
| #4 | -19.65% Feb 19, 2025 - Jan 8, 2026 | -28.45% Aug 31, 2018 - Oct 28, 2019 |
| #5 | -18.44% Aug 30, 2018 - Nov 7, 2019 | -20.94% Apr 26, 2010 - Nov 4, 2010 |
| #6 | -17.67% Jul 7, 2011 - Jan 20, 2012 | -15.34% Jun 23, 2015 - Mar 29, 2016 |
| #7 | -15.03% Jan 16, 2026 - Mar 27, 2026 | -15.02% Feb 9, 2021 - Aug 27, 2021 |
| #8 | -12.94% Sep 14, 2012 - Jan 17, 2013 | -14.80% Nov 10, 2025 - Dec 11, 2025 |
| #9 | -9.70% May 17, 2013 - Oct 22, 2013 | -13.30% Jul 3, 2014 - Oct 31, 2014 |
| #10 | -8.75% Jul 23, 2024 - Nov 29, 2024 | -11.34% Mar 5, 2014 - Jul 1, 2014 |
| #11 | -8.48% Oct 20, 2017 - Apr 27, 2018 | -10.37% Jan 19, 2018 - Mar 9, 2018 |
| #12 | -7.79% Jun 8, 2021 - Oct 14, 2021 | -10.02% Feb 25, 2026 - Apr 8, 2026 |
| #13 | -6.82% Nov 29, 2024 - Jan 31, 2025 | -9.05% Jun 8, 2016 - Jul 12, 2016 |
| #14 | -6.33% Apr 27, 2017 - Aug 1, 2017 | -8.99% Jul 25, 2017 - Sep 29, 2017 |
| #15 | -5.94% Apr 27, 2012 - Jun 19, 2012 | -8.66% Mar 12, 2018 - May 30, 2018 |
Correlation
Correlation between KBWD and PSCT is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2010 - 2026)
KBWD vs PSCT dividend yield comparison.
| Year | KBWD | PSCT |
|---|---|---|
| 2026 | 5.92% | 0.00% |
| 2025 | 12.83% | 0.02% |
| 2024 | 12.45% | 0.01% |
| 2023 | 11.45% | 0.02% |
| 2022 | 11.32% | 0.00% |
| 2021 | 7.26% | 0.01% |
| 2020 | 9.68% | 0.08% |
| 2019 | 8.63% | 0.22% |
| 2018 | 9.47% | 0.47% |
| 2017 | 8.77% | 0.19% |
| 2016 | 8.68% | 0.25% |
| 2015 | 8.89% | 0.15% |
| 2014 | 8.31% | 0.13% |
| 2013 | 7.68% | 0.21% |
| 2012 | 9.03% | 0.94% |
| 2011 | 13.00% | 0.06% |
| 2010 | 0.00% | 0.20% |
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