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 +8.3% compared to +0.3%
KBWD vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBWD
$448M
Winner
SCHD
$91B
Expense Ratio
KBWD
5.39%
Winner
SCHD
0.06%
Max Drawdown
KBWD
65.17%
Winner
SCHD
33.37%
Sharpe Ratio
KBWD
0.07
Winner
SCHD
1.95
5Y Beta
KBWD
0.74
Winner
SCHD
0.54
P/E Ratio
KBWD
20.80
Winner
SCHD
18.51
Forward P/E
Winner
KBWD
8.11
SCHD
14.94
PEG Ratio
Winner
KBWD
0.28
SCHD
0.96
5Y Dividends CAGR
KBWD
6.32%
Winner
SCHD
9.11%
5Y EPS CAGR
KBWD
N/A
SCHD
7.28%
Debt to Equity
KBWD
87.37%
Winner
SCHD
55.15%
P/S Ratio
KBWD
2.53
Winner
SCHD
1.87
P/B Ratio
Winner
KBWD
0.86
SCHD
3.86
KBWD vs SCHD - Holdings Comparison
KBWD and SCHD have 3 common holdings. Overlap is 0.11%
KBWD's top 25 holdings weight is 77.38%. SCHD's top 25 holdings weight is 80.48%.
| Rank | KBWD | SCHD |
|---|---|---|
| #1 | FS KKR CAPITAL CORP (FSK) - 4.17% | QUALCOMM INC (QCOM) - 6.64% |
| #2 | ORCHID ISLAND CAPITAL INC (ORC) - 4.16% | TEXAS INSTRUMENTS INC (TXN) - 6.24% |
| #3 | NEW MOUNTAIN FINANCE CORP (NMFC) - 4.08% | UNITEDHEALTH GROUP INC (UNH) - 5.02% |
| #4 | INVESCO MORTGAGE CAPITAL INC (IVR) - 3.75% | COCA-COLA CO (KO) - 4.01% |
| #5 | TWO HARBORS INVESTMENT CORP (TWO) - 3.74% | MERCK & CO INC (MRK) - 3.87% |
| #6 | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 3.68% | CHEVRON CORP (CVX) - 3.86% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.53% | VERIZON COMMUNICATIONS INC (VZ) - 3.68% |
| #8 | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 3.52% | CONOCOPHILLIPS (COP) - 3.57% |
| #9 | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 3.31% | PROCTER & GAMBLE CO (PG) - 3.51% |
| #10 | CARLYLE SECURED LENDING INC (CGBD) - 3.25% | PEPSICO INC (PEP) - 3.46% |
| #11 | GOLDMAN SACHS BDC INC (GSBD) - 3.23% | AMGEN INC (AMGN) - 3.44% |
| #12 | MFA FINANCIAL INC (MFA) - 3.15% | THE HOME DEPOT INC (HD) - 3.27% |
| #13 | DYNEX CAPITAL INC (DX) - 3.15% | ALTRIA GROUP INC (MO) - 3.04% |
| #14 | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 3.04% | ABBOTT LABORATORIES (ABT) - 2.98% |
| #15 | ADAMAS TRUST INC (ADAM) - 2.89% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% |
| #16 | AGNC INVESTMENT CORP (AGNC) - 2.79% | ACCENTURE PLC CLASS A (ACN) - 2.73% |
| #17 | CRESCENT CAPITAL BDC INC ORDINARY SHARES (CCAP) - 2.78% | LOCKHEED MARTIN CORP (LMT) - 2.70% |
| #18 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 2.62% | COMCAST CORP CLASS A (CMCSA) - 2.26% |
| #19 | NUVEEN CHURCHILL DIRECT LENDING CORP (NCDL) - 2.62% | BLACKSTONE INC (BX) - 2.21% |
| #20 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.58% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% |
| #21 | REDWOOD TRUST INC (RWT) - 2.44% | SLB LTD (SLB) - 2.17% |
| #22 | ARBOR REALTY TRUST INC (ABR) - 2.42% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% |
| #23 | ARTISAN PARTNERS ASSET MANAGEMENT INC CLASS A (APAM) - 2.21% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | ALLIANCEBERNSTEIN HOLDING LP (AB) - 2.19% | FORD MOTOR CO (F) - 1.50% |
| #25 | BLACKROCK TCP CAPITAL CORP (TCPC) - 2.08% | ONEOK INC (OKE) - 1.42% |
| Total Holdings | 42 | 103 |
KBWD vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
KBWD
-7.52%
Winner
SCHD
+1.92%
3M
KBWD
-3.04%
Winner
SCHD
+4.20%
6M
KBWD
-5.83%
Winner
SCHD
+18.73%
1Y
KBWD
+3.58%
Winner
SCHD
+27.89%
5Y(CAGR)
KBWD
+0.25%
Winner
SCHD
+8.32%
10Y(CAGR)
KBWD
+4.79%
Winner
SCHD
+12.70%
Max(CAGR)
KBWD
+5.62%
Winner
SCHD
+13.21%
KBWD vs SCHD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWD | SCHD |
|---|---|---|
| 2026 | -5.99% | +17.46% |
| 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 -11.71%. The current SCHD drawdown is -1.61%.
| Rank | KBWD | SCHD |
|---|---|---|
| #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.
| Year | KBWD | SCHD |
|---|---|---|
| 2026 | 5.92% | 0.80% |
| 2025 | 12.83% | 3.82% |
| 2024 | 12.45% | 3.64% |
| 2023 | 11.45% | 3.49% |
| 2022 | 11.32% | 3.39% |
| 2021 | 7.26% | 2.78% |
| 2020 | 9.68% | 3.16% |
| 2019 | 8.63% | 2.98% |
| 2018 | 9.47% | 3.06% |
| 2017 | 8.77% | 2.63% |
| 2016 | 8.68% | 2.89% |
| 2015 | 8.89% | 2.97% |
| 2014 | 8.31% | 2.63% |
| 2013 | 7.68% | 2.47% |
| 2012 | 9.03% | 2.86% |
| 2011 | 13.00% | 0.47% |
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