KBWP vs JRS
Comparison between INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF) and Nuveen Real Estate Income Fund. (JRS, ETF).
5-Year PerformanceKBWP has outperformed JRS, delivering a return of +14.0% compared to +3.3%
KBWP vs JRS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KBWP vs JRS - Historical Returns
Returns include dividend reinvestment.
KBWP vs JRS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | KBWP | JRS |
|---|---|---|
| 2026 | +7.24% | +19.41% |
| 2025 | +12.19% | -1.77% |
| 2024 | +28.79% | +19.56% |
| 2023 | +6.85% | +11.22% |
| 2022 | +10.93% | -35.38% |
| 2021 | +23.29% | +66.40% |
| 2020 | -1.94% | -12.66% |
| 2019 | +30.22% | +36.83% |
| 2018 | -0.62% | -17.88% |
| 2017 | +9.12% | +11.96% |
| 2016 | +22.06% | +10.78% |
| 2015 | +16.27% | -1.20% |
| 2014 | +12.15% | +30.79% |
| 2013 | +32.29% | -3.80% |
| 2012 | +24.21% | +7.61% |
| 2011 | -0.75% | +9.22% |
| 2010 | -0.04% | +39.39% |
| 2009 | N/A | +79.15% |
| 2008 | N/A | -61.78% |
| 2007 | N/A | -37.28% |
| 2006 | N/A | +53.15% |
| 2005 | N/A | +5.64% |
| 2004 | N/A | +21.41% |
| 2003 | N/A | +33.64% |
| 2002 | N/A | +10.59% |
| 2001 | N/A | -0.40% |
KBWP vs JRS Drawdown Comparison
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.
The current KBWP drawdown is -1.62%.
| Rank | KBWP | JRS |
|---|---|---|
| #1 | -39.74% Feb 11, 2020 - Mar 8, 2021 | -87.70% Feb 7, 2007 - May 9, 2016 |
| #2 | -19.06% Apr 29, 2011 - Feb 3, 2012 | -54.50% Feb 14, 2020 - Apr 8, 2021 |
| #3 | -17.01% Apr 1, 2022 - Nov 25, 2022 | -45.52% Dec 31, 2021 - Jul 20, 2026 |
| #4 | -16.57% Sep 21, 2018 - Apr 11, 2019 | -22.19% Apr 1, 2004 - Sep 2, 2004 |
| #5 | -13.35% Feb 7, 2023 - Nov 22, 2023 | -21.97% Dec 29, 2017 - Feb 22, 2019 |
| #6 | -12.29% Nov 27, 2024 - Apr 1, 2025 | -18.26% Sep 8, 2016 - Jun 13, 2017 |
| #7 | -12.27% Aug 4, 2017 - Nov 29, 2017 | -13.95% Dec 14, 2004 - May 10, 2005 |
| #8 | -11.59% Apr 1, 2025 - May 19, 2025 | -13.80% Sep 17, 2002 - Feb 21, 2003 |
| #9 | -10.43% Dec 31, 2013 - May 29, 2014 | -13.60% Oct 16, 2006 - Dec 4, 2006 |
| #10 | -9.61% Dec 29, 2015 - Mar 17, 2016 | -11.72% Jun 20, 2002 - Sep 6, 2002 |
| #11 | -9.57% Dec 30, 2025 - Jun 26, 2026 | -10.32% Aug 3, 2005 - Jan 5, 2006 |
| #12 | -8.92% May 10, 2021 - Aug 20, 2021 | -9.04% Sep 8, 2021 - Oct 25, 2021 |
| #13 | -8.45% Jun 2, 2025 - Dec 12, 2025 | -8.15% Feb 10, 2004 - Mar 5, 2004 |
| #14 | -8.30% Aug 18, 2015 - Oct 20, 2015 | -8.01% Nov 4, 2004 - Dec 1, 2004 |
| #15 | -7.48% Oct 25, 2021 - Jan 4, 2022 | -7.93% Jul 14, 2003 - Sep 18, 2003 |
Correlation
Correlation between KBWP and JRS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2002 - 2026)
KBWP vs JRS dividend yield comparison.
| Year | KBWP | JRS |
|---|---|---|
| 2026 | 1.12% | 4.14% |
| 2025 | 1.58% | 8.88% |
| 2024 | 1.64% | 7.88% |
| 2023 | 1.68% | 8.70% |
| 2022 | 1.99% | 11.06% |
| 2021 | 3.02% | 5.93% |
| 2020 | 1.93% | 9.00% |
| 2019 | 1.99% | 7.16% |
| 2018 | 2.11% | 9.99% |
| 2017 | 1.90% | 8.88% |
| 2016 | 2.14% | 9.10% |
| 2015 | 1.35% | 9.04% |
| 2014 | 2.73% | 7.83% |
| 2013 | 1.72% | 9.93% |
| 2012 | 3.06% | 8.78% |
| 2011 | 2.86% | 8.72% |
| 2010 | 0.00% | 8.70% |
| 2009 | 0.00% | 11.51% |
| 2008 | 0.00% | 35.31% |
| 2007 | 0.00% | 16.75% |
| 2006 | 0.00% | 6.90% |
| 2005 | 0.00% | 8.30% |
| 2004 | 0.00% | 7.04% |
| 2003 | 0.00% | 7.37% |
| 2002 | 0.00% | 9.23% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks