KBWP vs SIO
Comparison between INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).
KBWP vs SIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBWP
$267M
SIO
$267M
Expense Ratio
Winner
KBWP
0.35%
SIO
0.50%
Max Drawdown
KBWP
40.31%
Winner
SIO
8.43%
Sharpe Ratio
Winner
KBWP
0.57
SIO
0.17
5Y Beta
KBWP
0.32
Winner
SIO
0.06
P/E Ratio
KBWP
11.27
SIO
N/A
Forward P/E
KBWP
12.29
SIO
N/A
PEG Ratio
KBWP
0.15
SIO
N/A
5Y Dividends CAGR
KBWP
9.21%
SIO
N/A
5Y EPS CAGR
KBWP
20.37%
SIO
N/A
Debt to Equity
KBWP
38.42%
SIO
N/A
P/S Ratio
KBWP
1.63
SIO
N/A
P/B Ratio
KBWP
2.12
SIO
N/A
KBWP vs SIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWP
+7.18%
SIO
-0.89%
3M
Winner
KBWP
+7.95%
SIO
-0.77%
6M
Winner
KBWP
+10.12%
SIO
-0.20%
1Y
Winner
KBWP
+13.16%
SIO
+4.33%
5Y(CAGR)
KBWP
+14.21%
SIO
N/A
10Y(CAGR)
KBWP
+12.60%
SIO
N/A
Max(CAGR)
Winner
KBWP
+13.59%
SIO
+6.13%
KBWP vs SIO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWP | SIO |
|---|---|---|
| 2026 | +6.90% | +0.13% |
| 2025 | +12.19% | +9.20% |
| 2024 | +28.79% | +6.44% |
| 2023 | +6.85% | +8.06% |
| 2022 | +10.93% | +0.71% |
| 2021 | +23.29% | N/A |
| 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 SIO Drawdown Comparison
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.
The current KBWP drawdown is -1.93%. The current SIO drawdown is -1.83%.
| Rank | KBWP | SIO |
|---|---|---|
| #1 | -39.74% Feb 11, 2020 - Mar 8, 2021 | -6.95% Aug 12, 2022 - Jan 6, 2023 |
| #2 | -19.06% Apr 29, 2011 - Feb 3, 2012 | -4.86% Feb 2, 2023 - Nov 29, 2023 |
| #3 | -17.01% Apr 1, 2022 - Nov 25, 2022 | -3.18% Sep 20, 2024 - Feb 26, 2025 |
| #4 | -16.57% Sep 21, 2018 - Apr 11, 2019 | -2.62% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -13.35% Feb 7, 2023 - Nov 22, 2023 | -2.38% Mar 28, 2024 - May 15, 2024 |
| #6 | -12.29% Nov 27, 2024 - Apr 1, 2025 | -2.26% Apr 3, 2025 - Apr 29, 2025 |
| #7 | -12.27% Aug 4, 2017 - Nov 29, 2017 | -1.46% Feb 1, 2024 - Mar 6, 2024 |
| #8 | -11.59% Apr 1, 2025 - May 19, 2025 | -1.30% Oct 27, 2025 - Dec 26, 2025 |
| #9 | -10.43% Dec 31, 2013 - May 29, 2014 | -1.19% May 16, 2024 - Jun 4, 2024 |
| #10 | -9.61% Dec 29, 2015 - Mar 17, 2016 | -1.06% Dec 26, 2025 - Feb 10, 2026 |
| #11 | -9.57% Dec 30, 2025 - Jun 26, 2026 | -1.04% Jun 30, 2025 - Jul 28, 2025 |
| #12 | -8.92% May 10, 2021 - Aug 20, 2021 | -1.03% Dec 27, 2023 - Jan 12, 2024 |
| #13 | -8.45% Jun 2, 2025 - Dec 12, 2025 | -1.00% Apr 30, 2025 - May 30, 2025 |
| #14 | -8.30% Aug 18, 2015 - Oct 20, 2015 | -0.95% Mar 8, 2024 - Mar 27, 2024 |
| #15 | -7.48% Oct 25, 2021 - Jan 4, 2022 | -0.81% Mar 3, 2025 - Apr 1, 2025 |
Correlation
Correlation between KBWP and SIO 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 SIO dividend yield comparison.
| Year | KBWP | SIO |
|---|---|---|
| 2026 | 1.12% | 2.49% |
| 2025 | 1.58% | 6.80% |
| 2024 | 1.64% | 5.30% |
| 2023 | 1.68% | 5.37% |
| 2022 | 1.99% | 3.12% |
| 2021 | 3.02% | 0.00% |
| 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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