KBWP vs DIVZ
Comparison between INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF) and POLEN DIVIDEND INCOME ETF (DIVZ, ETF).
5-Year PerformanceKBWP has outperformed DIVZ, delivering a return of +14.0% compared to +9.9%
KBWP vs DIVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KBWP
$267M
DIVZ
$267M
Expense Ratio
Winner
KBWP
0.35%
DIVZ
0.65%
Max Drawdown
KBWP
40.31%
Winner
DIVZ
18.09%
Sharpe Ratio
KBWP
0.60
Winner
DIVZ
0.75
5Y Beta
Winner
KBWP
0.32
DIVZ
0.40
P/E Ratio
Winner
KBWP
11.27
DIVZ
21.44
Forward P/E
Winner
KBWP
12.32
DIVZ
16.69
PEG Ratio
KBWP
0.15
Winner
DIVZ
-43.95
5Y Dividends CAGR
KBWP
9.21%
Winner
DIVZ
28.41%
5Y EPS CAGR
Winner
KBWP
20.37%
DIVZ
6.14%
Debt to Equity
KBWP
38.42%
DIVZ
N/A
P/S Ratio
Winner
KBWP
1.63
DIVZ
1.98
P/B Ratio
Winner
KBWP
2.12
DIVZ
3.60
KBWP vs DIVZ - Holdings Comparison
KBWP and DIVZ have 1 common holdings. Overlap is 2.94%
KBWP's top 25 holdings weight is 99.99%. DIVZ's top 25 holdings weight is 91.34%.
| Rank | KBWP | DIVZ |
|---|---|---|
| #1 | THE TRAVELERS COMPANIES INC (TRV) - 8.10% | UNITEDHEALTH GROUP INC (UNH) - 6.03% |
| #2 | AON PLC CLASS A (AON) - 8.07% | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.65% |
| #3 | MARSH (MRSH) - 7.91% | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.58% |
| #4 | CHUBB LTD (CB) - 7.78% | VERIZON COMMUNICATIONS INC (VZ) - 5.16% |
| #5 | PROGRESSIVE CORP (PGR) - 7.74% | JOHNSON & JOHNSON (JNJ) - 4.80% |
| #6 | ARTHUR J. GALLAGHER & CO (AJG) - 4.42% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.75% |
| #7 | BROWN & BROWN INC (BRO) - 4.27% | NEXTERA ENERGY INC (NEE) - 4.65% |
| #8 | ALLSTATE CORP (ALL) - 4.17% | CHEVRON CORP (CVX) - 4.31% |
| #9 | WILLIS TOWERS WATSON PLC (WTW) - 4.10% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.61% |
| #10 | ARCH CAPITAL GROUP LTD (ACGL) - 3.96% | THE HOME DEPOT INC (HD) - 3.60% |
| #11 | WR BERKLEY CORP (WRB) - 3.95% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.48% |
| #12 | CINCINNATI FINANCIAL CORP (CINF) - 3.93% | CME GROUP INC CLASS A (CME) - 3.41% |
| #13 | EVEREST GROUP LTD (EG) - 3.85% | ABBVIE INC (ABBV) - 3.36% |
| #14 | THE HARTFORD INSURANCE GROUP INC (HIG) - 3.80% | THE CIGNA GROUP (CI) - 3.30% |
| #15 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 3.71% | ENBRIDGE INC (ENB) - 3.19% |
| #16 | ASSURANT INC (AIZ) - 3.62% | THE HERSHEY CO (HSY) - 3.15% |
| #17 | RENAISSANCERE HOLDINGS LTD (RNR) - 3.50% | RTX CORP (RTX) - 3.11% |
| #18 | AMERICAN FINANCIAL GROUP INC (AFG) - 3.06% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.94% |
| #19 | AXIS CAPITAL HOLDINGS LTD (AXS) - 2.18% | THE GOLDMAN SACHS GROUP INC (GS) - 2.86% |
| #20 | THE HANOVER INSURANCE GROUP INC (THG) - 1.93% | PEPSICO INC (PEP) - 2.54% |
| #21 | MERCURY GENERAL CORP (MCY) - 1.56% | ATMOS ENERGY CORP (ATO) - 2.52% |
| #22 | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.50% | UNION PACIFIC CORP (UNP) - 2.50% |
| #23 | RLI CORP (RLI) - 1.42% | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.46% |
| #24 | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.40% | ALTRIA GROUP INC (MO) - 2.29% |
| #25 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.06% | STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 2.09% |
| Total Holdings | 26 | 30 |
KBWP vs DIVZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWP
+10.16%
DIVZ
+3.15%
3M
Winner
KBWP
+7.71%
DIVZ
+5.12%
6M
Winner
KBWP
+10.72%
DIVZ
+4.94%
1Y
Winner
KBWP
+14.62%
DIVZ
+11.02%
5Y(CAGR)
Winner
KBWP
+14.05%
DIVZ
+9.85%
10Y(CAGR)
KBWP
+12.75%
DIVZ
N/A
Max(CAGR)
Winner
KBWP
+13.62%
DIVZ
+11.58%
KBWP vs DIVZ - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWP | DIVZ |
|---|---|---|
| 2026 | +7.24% | +6.29% |
| 2025 | +12.19% | +16.35% |
| 2024 | +28.79% | +17.39% |
| 2023 | +6.85% | -0.12% |
| 2022 | +10.93% | +2.45% |
| 2021 | +23.29% | +19.73% |
| 2020 | -1.94% | N/A |
| 2019 | +30.22% | N/A |
| 2018 | -0.62% | N/A |
| 2017 | +9.12% | N/A |
| 2016 | +22.06% | N/A |
| 2015 | +16.27% | N/A |
| 2014 | +12.15% | N/A |
| 2013 | +32.29% | N/A |
| 2012 | +24.21% | N/A |
| 2011 | -0.75% | N/A |
| 2010 | -0.04% | N/A |
KBWP vs DIVZ Drawdown Comparison
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The current KBWP drawdown is -1.62%. The current DIVZ drawdown is -0.93%.
| Rank | KBWP | DIVZ |
|---|---|---|
| #1 | -39.74% Feb 11, 2020 - Mar 8, 2021 | -15.44% Jun 7, 2022 - Mar 20, 2024 |
| #2 | -19.06% Apr 29, 2011 - Feb 3, 2012 | -8.98% Mar 3, 2025 - May 16, 2025 |
| #3 | -17.01% Apr 1, 2022 - Nov 25, 2022 | -7.25% Nov 29, 2024 - Feb 13, 2025 |
| #4 | -16.57% Sep 21, 2018 - Apr 11, 2019 | -6.77% Apr 20, 2022 - Jun 7, 2022 |
| #5 | -13.35% Feb 7, 2023 - Nov 22, 2023 | -5.96% Oct 22, 2021 - Dec 27, 2021 |
| #6 | -12.29% Nov 27, 2024 - Apr 1, 2025 | -5.83% Feb 27, 2026 - Apr 15, 2026 |
| #7 | -12.27% Aug 4, 2017 - Nov 29, 2017 | -5.14% Jun 10, 2021 - Oct 20, 2021 |
| #8 | -11.59% Apr 1, 2025 - May 19, 2025 | -4.58% Feb 9, 2022 - Mar 22, 2022 |
| #9 | -10.43% Dec 31, 2013 - May 29, 2014 | -4.55% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -9.61% Dec 29, 2015 - Mar 17, 2016 | -4.08% Sep 11, 2025 - Nov 28, 2025 |
| #11 | -9.57% Dec 30, 2025 - Jun 26, 2026 | -3.95% Apr 3, 2024 - May 6, 2024 |
| #12 | -8.92% May 10, 2021 - Aug 20, 2021 | -3.84% Jan 14, 2022 - Feb 2, 2022 |
| #13 | -8.45% Jun 2, 2025 - Dec 12, 2025 | -3.05% Oct 18, 2024 - Nov 11, 2024 |
| #14 | -8.30% Aug 18, 2015 - Oct 20, 2015 | -2.95% Feb 24, 2021 - Mar 8, 2021 |
| #15 | -7.48% Oct 25, 2021 - Jan 4, 2022 | -2.93% May 15, 2024 - Jul 11, 2024 |
Correlation
Correlation between KBWP and DIVZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2011 - 2026)
KBWP vs DIVZ dividend yield comparison.
| Year | KBWP | DIVZ |
|---|---|---|
| 2026 | 1.12% | 1.28% |
| 2025 | 1.58% | 2.60% |
| 2024 | 1.64% | 2.63% |
| 2023 | 1.68% | 3.66% |
| 2022 | 1.99% | 3.23% |
| 2021 | 3.02% | 3.83% |
| 2020 | 1.93% | 0.00% |
| 2019 | 1.99% | 0.00% |
| 2018 | 2.11% | 0.00% |
| 2017 | 1.90% | 0.00% |
| 2016 | 2.14% | 0.00% |
| 2015 | 1.35% | 0.00% |
| 2014 | 2.73% | 0.00% |
| 2013 | 1.72% | 0.00% |
| 2012 | 3.06% | 0.00% |
| 2011 | 2.86% | 0.00% |
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