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KBWD vs SCHD

Comparison between INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).

5-Year PerformanceSCHD has outperformed KBWD, delivering a return of +9.2% compared to +1.3%

KBWD vs SCHD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KBWD
$424M
Winner
SCHD
$96B
Expense Ratio
KBWD
5.39%
Winner
SCHD
0.06%
Max Drawdown
KBWD
65.17%
Winner
SCHD
33.37%
Sharpe Ratio
KBWD
-0.18
Winner
SCHD
1.81
5Y Beta
KBWD
0.72
Winner
SCHD
0.53
P/E Ratio
Winner
KBWD
17.62
SCHD
18.10
Forward P/E
Winner
KBWD
7.79
SCHD
15.07
PEG Ratio
Winner
KBWD
0.29
SCHD
0.93
5Y Dividends CAGR
KBWD
4.44%
Winner
SCHD
8.35%
5Y EPS CAGR
KBWD
-15.67%
Winner
SCHD
7.34%
Debt to Equity
KBWD
81.83%
Winner
SCHD
58.10%
P/S Ratio
KBWD
2.44
Winner
SCHD
1.81
P/B Ratio
Winner
KBWD
0.84
SCHD
3.76

KBWD vs SCHD - Holdings Comparison

KBWD and SCHD have 3 common holdings. Overlap is 0.14%

KBWD's top 25 holdings weight is 76.31%. SCHD's top 25 holdings weight is 78.68%.

RankKBWDSCHD
#1
INVESCO MORTGAGE CAPITAL INC (IVR) - 4.23%
UNITEDHEALTH GROUP INC (UNH) - 4.41%
#2
ORCHID ISLAND CAPITAL INC (ORC) - 4.21%
THE HOME DEPOT INC (HD) - 4.34%
#3
ARMOUR RESIDENTIAL REIT INC (ARR) - 3.92%
MERCK & CO INC (MRK) - 4.28%
#4
PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 3.71%
AMGEN INC (AMGN) - 4.21%
#5
DYNEX CAPITAL INC (DX) - 3.63%
PROCTER & GAMBLE CO (PG) - 4.20%
#6
GOLDMAN SACHS BDC INC (GSBD) - 3.59%
COCA-COLA CO (KO) - 4.16%
#7
FS KKR CAPITAL CORP (FSK) - 3.48%
ABBOTT LABORATORIES (ABT) - 4.07%
#8
MFA FINANCIAL INC (MFA) - 3.48%
TEXAS INSTRUMENTS INC (TXN) - 3.88%
#9
AGNC INVESTMENT CORP (AGNC) - 3.45%
CHEVRON CORP (CVX) - 3.80%
#10
PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 3.21%
PEPSICO INC (PEP) - 3.77%
#11
ANNALY CAPITAL MANAGEMENT INC (NLY) - 3.13%
VERIZON COMMUNICATIONS INC (VZ) - 3.65%
#12
CARLYLE SECURED LENDING INC (CGBD) - 3.09%
CONOCOPHILLIPS (COP) - 3.55%
#13
TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 3.04%
BRISTOL-MYERS SQUIBB CO (BMY) - 3.14%
#14
THE WESTERN UNION CO (WU) - 2.74%
ALTRIA GROUP INC (MO) - 3.08%
#15
NEW MOUNTAIN FINANCE CORP (NMFC) - 2.66%
QUALCOMM INC (QCOM) - 2.83%
#16
REDWOOD TRUST INC (RWT) - 2.60%
LOCKHEED MARTIN CORP (LMT) - 2.73%
#17
ARBOR REALTY TRUST INC (ABR) - 2.60%
AUTOMATIC DATA PROCESSING INC (ADP) - 2.59%
#18
TWO HARBORS INVESTMENT CORP (TWO) - 2.59%
BLACKSTONE INC (BX) - 2.47%
#19
CRESCENT CAPITAL BDC INC ORDINARY SHARES (CCAP) - 2.58%
UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.21%
#20
NUVEEN CHURCHILL DIRECT LENDING CORP (NCDL) - 2.57%
ACCENTURE PLC CLASS A (ACN) - 2.20%
#21
BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 2.54%
COMCAST CORP CLASS A (CMCSA) - 2.19%
#22
MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 2.51%
EOG RESOURCES INC (EOG) - 1.92%
#23
ADAMAS TRUST INC (ADAM) - 2.39%
SLB LTD (SLB) - 1.86%
#24
UWM HOLDINGS CORP ORDINARY SHARES CLASS A (UWMC) - 2.23%
TARGET CORP (TGT) - 1.64%
#25
ALLIANCEBERNSTEIN HOLDING LP (AB) - 2.13%
ONEOK INC (OKE) - 1.50%
Total Holdings42103

KBWD vs SCHD - Historical Returns

Returns include dividend reinvestment.

1M
KBWD
+3.47%
Winner
SCHD
+3.74%
3M
KBWD
-3.35%
Winner
SCHD
+6.78%
6M
KBWD
-9.05%
Winner
SCHD
+14.44%
1Y
KBWD
+0.12%
Winner
SCHD
+26.23%
5Y(CAGR)
KBWD
+1.32%
Winner
SCHD
+9.21%
10Y(CAGR)
KBWD
+4.70%
Winner
SCHD
+12.42%
Max(CAGR)
KBWD
+5.70%
Winner
SCHD
+13.28%

KBWD vs SCHD - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearKBWDSCHD
2026-4.09%+20.30%
2025+4.97%+4.56%
2024+3.57%+10.86%
2023+18.07%+4.71%
2022-20.04%-3.21%
2021+34.26%+31.74%
2020-15.52%+14.78%
2019+19.44%+27.28%
2018-8.64%-5.85%
2017+10.24%+20.20%
2016+20.65%+17.78%
2015-10.90%-0.21%
2014+8.90%+12.79%
2013+14.97%+30.09%
2012+14.65%+10.39%
2011-1.23%+5.31%
2010+3.90%N/A

KBWD vs SCHD Drawdown Comparison

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

The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.

The current KBWD drawdown is -9.92%. The current SCHD drawdown is -0.67%.

RankKBWDSCHD
#1-58.56%
Feb 20, 2020 - Apr 26, 2021		-33.37%
Jan 23, 2020 - Sep 2, 2020
#2-30.73%
Nov 8, 2021 - Jul 16, 2024		-17.07%
Sep 21, 2018 - Apr 4, 2019
#3-29.10%
Apr 23, 2015 - Nov 11, 2016		-16.82%
Jan 11, 2022 - Dec 27, 2023
#4-19.65%
Feb 19, 2025 - Jan 8, 2026		-16.13%
Nov 29, 2024 - Jan 8, 2026
#5-18.44%
Aug 30, 2018 - Nov 7, 2019		-13.93%
Mar 2, 2015 - Mar 11, 2016
#6-17.67%
Jul 7, 2011 - Jan 20, 2012		-12.37%
Jan 26, 2018 - Sep 20, 2018
#7-15.03%
Jan 16, 2026 - Mar 27, 2026		-8.68%
Apr 23, 2019 - Jul 23, 2019
#8-12.94%
Sep 14, 2012 - Jan 17, 2013		-7.63%
Sep 2, 2020 - Oct 8, 2020
#9-9.70%
May 17, 2013 - Oct 22, 2013		-7.10%
Jul 26, 2019 - Sep 10, 2019
#10-8.75%
Jul 23, 2024 - Nov 29, 2024		-6.88%
Oct 12, 2020 - Nov 9, 2020
#11-8.48%
Oct 20, 2017 - Apr 27, 2018		-6.77%
Oct 28, 2011 - Dec 6, 2011
#12-7.79%
Jun 8, 2021 - Oct 14, 2021		-6.68%
Dec 31, 2013 - Mar 25, 2014
#13-6.82%
Nov 29, 2024 - Jan 31, 2025		-6.50%
Sep 19, 2014 - Oct 31, 2014
#14-6.33%
Apr 27, 2017 - Aug 1, 2017		-6.34%
Apr 2, 2012 - Jul 3, 2012
#15-5.94%
Apr 27, 2012 - Jun 19, 2012		-6.23%
Oct 18, 2012 - Jan 4, 2013

Correlation

Correlation between KBWD and SCHD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2011 - 2026)

KBWD vs SCHD dividend yield comparison.

YearKBWDSCHD
20268.17%1.55%
202512.83%3.82%
202412.45%3.64%
202311.45%3.49%
202211.32%3.39%
20217.26%2.78%
20209.68%3.16%
20198.63%2.98%
20189.47%3.06%
20178.77%2.63%
20168.68%2.89%
20158.89%2.97%
20148.31%2.63%
20137.68%2.47%
20129.03%2.86%
201113.00%0.47%

Select Stocks to Compare

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Compare KBWD with:

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ISHARES U.S. INSURANCE ETF

Compare SCHD with:

SGOV
ETF
Net Assets
$96B
ISHARES 0-3 MONTH TREASURY BOND ETF
VEU
ETF
Net Assets
$95B
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES
ITOT
ETF
Net Assets
$94B
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

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