KBWP vs LCTD
Comparison between INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF) and BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD, ETF).
5-Year PerformanceKBWP has outperformed LCTD, delivering a return of +11.7% compared to +6.8%
KBWP vs LCTD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KBWP
$242M
LCTD
$242M
Expense Ratio
KBWP
0.35%
Winner
LCTD
0.22%
Max Drawdown
KBWP
40.31%
Winner
LCTD
32.18%
Sharpe Ratio
KBWP
0.01
Winner
LCTD
0.99
5Y Beta
Winner
KBWP
0.36
LCTD
0.73
P/E Ratio
KBWP
10.53
LCTD
N/A
Forward P/E
KBWP
11.29
LCTD
N/A
PEG Ratio
KBWP
0.14
LCTD
N/A
5Y Dividends CAGR
KBWP
10.12%
LCTD
N/A
5Y EPS CAGR
KBWP
20.52%
LCTD
N/A
Debt to Equity
KBWP
36.90%
LCTD
N/A
P/S Ratio
KBWP
1.46
LCTD
N/A
P/B Ratio
KBWP
1.90
LCTD
N/A
KBWP vs LCTD - Holdings Comparison
KBWP and LCTD have 1 common holdings. Overlap is -0.11%
KBWP's top 25 holdings weight is 100.00%. LCTD's top 25 holdings weight is 29.56%.
| Rank | KBWP | LCTD |
|---|---|---|
| #1 | AON PLC CLASS A (AON) - 8.21% | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 2.69% |
| #2 | THE TRAVELERS COMPANIES INC (TRV) - 8.20% | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 2.07% |
| #3 | PROGRESSIVE CORP (PGR) - 7.98% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.48% |
| #4 | CHUBB LTD (CB) - 7.94% | ASTRAZENECA PLC (AZN:XLON) - 1.37% |
| #5 | MARSH (MRSH) - 7.49% | HSBC HOLDINGS PLC (n/a) - 1.34% |
| #6 | ALLSTATE CORP (ALL) - 4.25% | SAP SE (n/a) - 1.22% |
| #7 | CINCINNATI FINANCIAL CORP (CINF) - 4.17% | SIEMENS AG (n/a) - 1.19% |
| #8 | EVEREST GROUP LTD (EG) - 4.00% | NESTLE SA (n/a) - 1.18% |
| #9 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 3.97% | ENBRIDGE INC COMMON STOCK (n/a) - 1.15% |
| #10 | WR BERKLEY CORP (WRB) - 3.94% | HITACHI LTD (n/a) - 1.15% |
| #11 | THE HARTFORD INSURANCE GROUP INC (HIG) - 3.91% | SCHNEIDER ELECTRIC SE (n/a) - 1.14% |
| #12 | ARTHUR J. GALLAGHER & CO (AJG) - 3.91% | AIA GROUP LTD (n/a) - 1.11% |
| #13 | ASSURANT INC (AIZ) - 3.81% | SANOFI SA (n/a) - 1.07% |
| #14 | ARCH CAPITAL GROUP LTD (ACGL) - 3.79% | GIVAUDAN SA (n/a) - 1.06% |
| #15 | RENAISSANCERE HOLDINGS LTD (RNR) - 3.73% | BANCO SANTANDER SA (n/a) - 0.99% |
| #16 | WILLIS TOWERS WATSON PLC (WTW) - 3.64% | BANK OF MONTREAL COMMON STOCK (n/a) - 0.98% |
| #17 | BROWN & BROWN INC (BRO) - 3.41% | MSCI EAFE JUN26 IFUS 20260619 (n/a) - 0.98% |
| #18 | AMERICAN FINANCIAL GROUP INC (AFG) - 3.31% | IBERDROLA SA (n/a) - 0.97% |
| #19 | AXIS CAPITAL HOLDINGS LTD (AXS) - 2.18% | ENI SPA (n/a) - 0.94% |
| #20 | THE HANOVER INSURANCE GROUP INC (THG) - 2.03% | UBS GROUP AG REG COMMON STOCK USD.1 (n/a) - 0.93% |
| #21 | MERCURY GENERAL CORP (MCY) - 1.68% | ENGIE SA (n/a) - 0.91% |
| #22 | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.60% | TOTALENERGIES SE (TTE) - 0.91% |
| #23 | RLI CORP (RLI) - 1.45% | INTESA SANPAOLO (n/a) - 0.91% |
| #24 | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.29% | BHP GROUP LTD (n/a) - 0.91% |
| #25 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.11% | SOFTBANK GROUP CORP (n/a) - 0.91% |
| Total Holdings | 26 | 370 |
KBWP vs LCTD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWP
+3.08%
LCTD
+0.50%
3M
KBWP
+1.86%
Winner
LCTD
+5.17%
6M
KBWP
-2.32%
Winner
LCTD
+8.39%
1Y
KBWP
+1.03%
Winner
LCTD
+18.15%
5Y(CAGR)
Winner
KBWP
+11.66%
LCTD
+6.84%
10Y(CAGR)
KBWP
+12.05%
LCTD
N/A
Max(CAGR)
Winner
KBWP
+13.07%
LCTD
+7.81%
KBWP vs LCTD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWP | LCTD |
|---|---|---|
| 2026 | -1.80% | +6.03% |
| 2025 | +12.19% | +30.57% |
| 2024 | +28.79% | +4.34% |
| 2023 | +6.85% | +16.30% |
| 2022 | +10.93% | -16.65% |
| 2021 | +23.29% | +4.37% |
| 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 LCTD Drawdown Comparison
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The maximum drawdown for LCTD was -29.78%, occurring on Oct 12, 2022. Recovery took 629 trading sessions.
The current KBWP drawdown is -4.26%. The current LCTD drawdown is -2.61%.
| Rank | KBWP | LCTD |
|---|---|---|
| #1 | -39.74% Feb 11, 2020 - Mar 8, 2021 | -29.78% Sep 3, 2021 - Mar 7, 2024 |
| #2 | -19.06% Apr 29, 2011 - Feb 3, 2012 | -13.59% Sep 26, 2024 - May 2, 2025 |
| #3 | -17.01% Apr 1, 2022 - Nov 25, 2022 | -10.92% Feb 26, 2026 - Mar 20, 2026 |
| #4 | -16.57% Sep 21, 2018 - Apr 11, 2019 | -7.51% Jul 12, 2024 - Aug 19, 2024 |
| #5 | -13.35% Feb 7, 2023 - Nov 22, 2023 | -5.57% Nov 12, 2025 - Dec 11, 2025 |
| #6 | -12.29% Nov 27, 2024 - Apr 1, 2025 | -5.31% Jun 15, 2021 - Sep 2, 2021 |
| #7 | -12.27% Aug 4, 2017 - Nov 29, 2017 | -4.54% Mar 13, 2024 - May 7, 2024 |
| #8 | -11.59% Apr 1, 2025 - May 19, 2025 | -4.52% Jul 23, 2025 - Aug 15, 2025 |
| #9 | -10.43% Dec 31, 2013 - May 29, 2014 | -3.66% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -9.61% Dec 29, 2015 - Mar 17, 2016 | -3.58% Jun 6, 2024 - Jul 11, 2024 |
| #11 | -9.57% Dec 30, 2025 - Jun 3, 2026 | -3.48% Oct 6, 2025 - Oct 28, 2025 |
| #12 | -8.92% May 10, 2021 - Aug 20, 2021 | -3.22% May 7, 2021 - May 24, 2021 |
| #13 | -8.45% Jun 2, 2025 - Dec 12, 2025 | -2.68% Jun 12, 2025 - Jun 27, 2025 |
| #14 | -8.30% Aug 18, 2015 - Oct 20, 2015 | -2.63% May 15, 2024 - Jun 6, 2024 |
| #15 | -7.48% Oct 25, 2021 - Jan 4, 2022 | -2.55% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between KBWP and LCTD is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2011 - 2026)
KBWP vs LCTD dividend yield comparison.
| Year | KBWP | LCTD |
|---|---|---|
| 2026 | 0.81% | 0.00% |
| 2025 | 1.58% | 3.61% |
| 2024 | 1.64% | 3.74% |
| 2023 | 1.68% | 3.16% |
| 2022 | 1.99% | 3.52% |
| 2021 | 3.02% | 2.20% |
| 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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