KBWP vs WEAT

Comparison between INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF) and Teucrium Wheat Fund (WEAT, ETF).

5-Year PerformanceKBWP has outperformed WEAT, delivering a return of +14.0% compared to -6.3%

KBWP vs WEAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KBWP(ETF)	WEAT(ETF)
Net Assets	$267M	$269M
Expense Ratio	0.35%	1.00%
Max Drawdown	40.31%	84.32%
Sharpe Ratio	0.60	0.43
5Y Beta	0.32	-0.03
P/E Ratio	11.27	N/A
Forward P/E	12.32	N/A
PEG Ratio	0.15	N/A
5Y Dividends CAGR	9.21%	N/A
5Y EPS CAGR	20.37%	N/A
Debt to Equity	38.42%	N/A
P/S Ratio	1.63	N/A
P/B Ratio	2.12	N/A

Net Assets

KBWP

$267M

Winner

WEAT

$269M

Expense Ratio

Winner

KBWP

0.35%

WEAT

1.00%

Max Drawdown

Winner

KBWP

40.31%

WEAT

84.32%

Sharpe Ratio

Winner

KBWP

0.60

WEAT

0.43

5Y Beta

KBWP

0.32

Winner

WEAT

-0.03

P/E Ratio

KBWP

11.27

WEAT

N/A

Forward P/E

KBWP

12.32

WEAT

N/A

PEG Ratio

KBWP

0.15

WEAT

N/A

5Y Dividends CAGR

KBWP

9.21%

WEAT

N/A

5Y EPS CAGR

KBWP

20.37%

WEAT

N/A

Debt to Equity

KBWP

38.42%

WEAT

N/A

P/S Ratio

KBWP

1.63

WEAT

N/A

P/B Ratio

KBWP

2.12

WEAT

N/A

KBWP vs WEAT - Holdings Comparison

KBWP and WEAT have 1 common holdings. Overlap is -100.06%

KBWP's top 25 holdings weight is 99.99%. WEAT's top 25 holdings weight is 199.04%.

Rank	KBWP	WEAT
#1	THE TRAVELERS COMPANIES INC (TRV) - 8.10%	CHICAGO SRW WHEAT FUTURE DEC 26 (n/a) - 35.80%
#2	AON PLC CLASS A (AON) - 8.07%	GOLDMAN SACHS FS GOVERNMENT INSTL (FGTXX) - 34.31%
#3	MARSH (MRSH) - 7.91%	CHICAGO SRW WHEAT FUTURE DEC 27 (n/a) - 33.48%
#4	CHUBB LTD (CB) - 7.78%	CHICAGO SRW WHEAT FUTURE MAR 27 (n/a) - 30.42%
#5	PROGRESSIVE CORP (PGR) - 7.74%	US BANK MMDA USBGFS 9 (n/a) - 24.50%
#6	ARTHUR J. GALLAGHER & CO (AJG) - 4.42%	OTHER ASSETS AND LIABILITIES (n/a) - 5.98%
#7	BROWN & BROWN INC (BRO) - 4.27%	MARRIOTT INTERNATIONAL, INC. 0% (n/a) - 4.16%
#8	ALLSTATE CORP (ALL) - 4.17%	THE SHERWIN-WILLIAMS COMPANY 0% (n/a) - 4.16%
#9	WILLIS TOWERS WATSON PLC (WTW) - 4.10%	ADMACM (n/a) - 3.83%
#10	ARCH CAPITAL GROUP LTD (ACGL) - 3.96%	BROOKFIELD INFRASTRUCTURE HOLDINGS CANADA INC 0% (n/a) - 2.49%
#11	WR BERKLEY CORP (WRB) - 3.95%	HARLEY-DAVIDSON FINANCIAL SERVICES INC (n/a) - 2.49%
#12	CINCINNATI FINANCIAL CORP (CINF) - 3.93%	KEURIG DR PEPPER INC (n/a) - 2.49%
#13	EVEREST GROUP LTD (EG) - 3.85%	GLENCORE FUNDING LLC (n/a) - 2.48%
#14	THE HARTFORD INSURANCE GROUP INC (HIG) - 3.80%	GLENCORE FUNDING LLC 0% (n/a) - 1.66%
#15	AMERICAN INTERNATIONAL GROUP INC (AIG) - 3.71%	EIDP INC 0% (n/a) - 1.66%
#16	ASSURANT INC (AIZ) - 3.62%	JABIL INC 0% (n/a) - 1.66%
#17	RENAISSANCERE HOLDINGS LTD (RNR) - 3.50%	CAMPBELL'S COMPANY/THE (n/a) - 0.83%
#18	AMERICAN FINANCIAL GROUP INC (AFG) - 3.06%	EIDP INC (n/a) - 0.83%
#19	AXIS CAPITAL HOLDINGS LTD (AXS) - 2.18%	ENTERGY CORPORATION 0% (n/a) - 0.83%
#20	THE HANOVER INSURANCE GROUP INC (THG) - 1.93%	EQUIFAX INC (n/a) - 0.83%
#21	MERCURY GENERAL CORP (MCY) - 1.56%	TELUS CORP (n/a) - 0.83%
#22	SELECTIVE INSURANCE GROUP INC (SIGI) - 1.50%	EQUIFAX INC. 0% (n/a) - 0.83%
#23	RLI CORP (RLI) - 1.42%	HARLEY-DAVIDSON FUNDING CORPORATION 0% (n/a) - 0.83%
#24	RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.40%	GENERAL MOTORS FINANCIAL COMPANY INC 0% (n/a) - 0.83%
#25	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.06%	THE CAMPBELLS CO. (n/a) - 0.83%
Total Holdings	26	28

KBWP vs WEAT - Historical Returns

Returns include dividend reinvestment.

Period	KBWP	WEAT
1 month	+10.16%	+10.77%
3 months	+7.71%	+8.81%
6 months	+10.72%	+25.69%
1 year	+14.62%	+12.25%
5 years(CAGR)	+14.05%	-6.31%
10 years(CAGR)	+12.75%	-4.37%
Max(CAGR)	+13.62%	-10.13%

KBWP

+10.16%

Winner

WEAT

+10.77%

KBWP

+7.71%

Winner

WEAT

+8.81%

KBWP

+10.72%

Winner

WEAT

+25.69%

Winner

KBWP

+14.62%

WEAT

+12.25%

5Y(CAGR)

Winner

KBWP

+14.05%

WEAT

-6.31%

10Y(CAGR)

Winner

KBWP

+12.75%

WEAT

-4.37%

Max(CAGR)

Winner

KBWP

+13.62%

WEAT

-10.13%

KBWP vs WEAT - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	KBWP	WEAT
2026	+7.24%	+26.00%
2025	+12.19%	-16.44%
2024	+28.79%	-17.04%
2023	+6.85%	-24.05%
2022	+10.93%	+9.77%
2021	+23.29%	+19.77%
2020	-1.94%	+5.63%
2019	+30.22%	-2.17%
2018	-0.62%	-2.47%
2017	+9.12%	-12.54%
2016	+22.06%	-23.13%
2015	+16.27%	-27.11%
2014	+12.15%	-13.30%
2013	+32.29%	-28.50%
2012	+24.21%	-5.08%
2011	-0.75%	-8.83%
2010	-0.04%	N/A

KBWP vs WEAT Drawdown Comparison

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

The maximum drawdown for WEAT was -84.32%, occurring on Dec 17, 2025. This drawdown has not yet recovered.

The current KBWP drawdown is -1.62%. The current WEAT drawdown is -80.12%.

Rank	KBWP	WEAT
#1	-39.74% Feb 11, 2020 - Mar 8, 2021	-84.32% Sep 14, 2012 - Dec 17, 2025
#2	-19.06% Apr 29, 2011 - Feb 3, 2012	-25.21% Sep 20, 2011 - Jul 18, 2012
#3	-17.01% Apr 1, 2022 - Nov 25, 2022	-6.14% Aug 9, 2012 - Aug 21, 2012
#4	-16.57% Sep 21, 2018 - Apr 11, 2019	-5.20% Aug 21, 2012 - Sep 14, 2012
#5	-13.35% Feb 7, 2023 - Nov 22, 2023	-4.62% Jul 18, 2012 - Aug 9, 2012
#6	-12.29% Nov 27, 2024 - Apr 1, 2025	N/A
#7	-12.27% Aug 4, 2017 - Nov 29, 2017	N/A
#8	-11.59% Apr 1, 2025 - May 19, 2025	N/A
#9	-10.43% Dec 31, 2013 - May 29, 2014	N/A
#10	-9.61% Dec 29, 2015 - Mar 17, 2016	N/A
#11	-9.57% Dec 30, 2025 - Jun 26, 2026	N/A
#12	-8.92% May 10, 2021 - Aug 20, 2021	N/A
#13	-8.45% Jun 2, 2025 - Dec 12, 2025	N/A
#14	-8.30% Aug 18, 2015 - Oct 20, 2015	N/A
#15	-7.48% Oct 25, 2021 - Jan 4, 2022	N/A

Correlation

Correlation between KBWP and WEAT is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101