KBWP vs IVOL

Comparison between INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF) and QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF).

5-Year PerformanceKBWP has outperformed IVOL, delivering a return of +13.3% compared to -5.5%

KBWP vs IVOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KBWP(ETF)	IVOL(ETF)
Net Assets	$273M	$272M
Expense Ratio	0.35%	0.98%
Max Drawdown	40.31%	40.71%
Sharpe Ratio	0.61	-1.79
5Y Beta	0.30	-0.19
P/E Ratio	10.86	N/A
Forward P/E	12.23	N/A
PEG Ratio	0.18	N/A
5Y Dividends CAGR	9.21%	-6.18%
5Y EPS CAGR	17.99%	N/A
Debt to Equity	39.79%	N/A
P/S Ratio	1.61	N/A
P/B Ratio	2.07	N/A

Net Assets

Winner

KBWP

$273M

IVOL

$272M

Expense Ratio

Winner

KBWP

0.35%

IVOL

0.98%

Max Drawdown

Winner

KBWP

40.31%

IVOL

40.71%

Sharpe Ratio

Winner

KBWP

0.61

IVOL

-1.79

5Y Beta

KBWP

0.30

Winner

IVOL

-0.19

P/E Ratio

KBWP

10.86

IVOL

N/A

Forward P/E

KBWP

12.23

IVOL

N/A

PEG Ratio

KBWP

0.18

IVOL

N/A

5Y Dividends CAGR

Winner

KBWP

9.21%

IVOL

-6.18%

5Y EPS CAGR

KBWP

17.99%

IVOL

N/A

Debt to Equity

KBWP

39.79%

IVOL

N/A

P/S Ratio

KBWP

1.61

IVOL

N/A

P/B Ratio

KBWP

2.07

IVOL

N/A

KBWP vs IVOL - Historical Returns

Returns include dividend reinvestment.

Period	KBWP	IVOL
1 month	+1.03%	+1.61%
3 months	+13.50%	-1.52%
6 months	+11.56%	-6.68%
1 year	+14.91%	-8.63%
5 years(CAGR)	+13.27%	-5.53%
10 years(CAGR)	+12.94%	N/A
Max(CAGR)	+13.73%	-1.37%

KBWP

+1.03%

Winner

IVOL

+1.61%

Winner

KBWP

+13.50%

IVOL

-1.52%

Winner

KBWP

+11.56%

IVOL

-6.68%

Winner

KBWP

+14.91%

IVOL

-8.63%

5Y(CAGR)

Winner

KBWP

+13.27%

IVOL

-5.53%

10Y(CAGR)

KBWP

+12.94%

IVOL

N/A

Max(CAGR)

Winner

KBWP

+13.73%

IVOL

-1.37%

KBWP vs IVOL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	KBWP	IVOL
2026	+10.30%	-6.55%
2025	+12.19%	+12.03%
2024	+28.79%	-10.51%
2023	+6.85%	-4.63%
2022	+10.93%	-12.97%
2021	+23.29%	-0.69%
2020	-1.94%	+14.96%
2019	+30.22%	+3.23%
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 IVOL Drawdown Comparison

The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.

The current KBWP drawdown is -2.47%. The current IVOL drawdown is -26.83%.

Rank	KBWP	IVOL
#1	-39.74% Feb 11, 2020 - Mar 8, 2021	-31.17% May 10, 2021 - Dec 18, 2024
#2	-19.06% Apr 29, 2011 - Feb 3, 2012	-8.02% Mar 6, 2020 - Mar 26, 2020
#3	-17.01% Apr 1, 2022 - Nov 25, 2022	-3.93% Mar 26, 2020 - Apr 8, 2020
#4	-16.57% Sep 21, 2018 - Apr 11, 2019	-3.23% Jun 6, 2019 - Feb 28, 2020
#5	-13.35% Feb 7, 2023 - Nov 22, 2023	-2.52% Apr 13, 2020 - May 8, 2020
#6	-12.29% Nov 27, 2024 - Apr 1, 2025	-2.26% Feb 16, 2021 - May 5, 2021
#7	-12.27% Aug 4, 2017 - Nov 29, 2017	-1.94% Aug 31, 2020 - Dec 2, 2020
#8	-11.59% Apr 1, 2025 - May 19, 2025	-1.50% May 16, 2019 - May 30, 2019
#9	-10.43% Dec 31, 2013 - May 29, 2014	-1.37% May 8, 2020 - Jun 4, 2020
#10	-9.61% Dec 29, 2015 - Mar 17, 2016	-1.22% Jun 5, 2020 - Aug 5, 2020
#11	-9.57% Dec 30, 2025 - Jun 26, 2026	-0.51% Aug 17, 2020 - Aug 25, 2020
#12	-8.92% May 10, 2021 - Aug 20, 2021	-0.47% Jan 21, 2021 - Feb 3, 2021
#13	-8.45% Jun 2, 2025 - Dec 12, 2025	-0.39% Dec 21, 2020 - Jan 4, 2021
#14	-8.30% Aug 18, 2015 - Oct 20, 2015	-0.39% Jan 7, 2021 - Jan 14, 2021
#15	-7.48% Oct 25, 2021 - Jan 4, 2022	-0.31% Feb 8, 2021 - Feb 12, 2021

Correlation

Correlation between KBWP and IVOL is -0.72 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.72

-101

Dividend Comparison (2011 - 2026)

KBWP vs IVOL dividend yield comparison.

Year	KBWP	IVOL
2026	1.09%	2.19%
2025	1.58%	3.61%
2024	1.64%	3.83%
2023	1.68%	3.73%
2022	1.99%	3.92%
2021	3.02%	3.93%
2020	1.93%	3.44%
2019	1.99%	2.02%
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%