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KXI vs BAB

Comparison between ISHARES GLOBAL CONSUMER STAPLES ETF (KXI, ETF) and INVESCO TAXABLE MUNICIPAL BOND ETF (BAB, ETF).

5-Year PerformanceKXI has outperformed BAB, delivering a return of +4.5% compared to -0.5%

KXI vs BAB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KXI
$1B
Winner
BAB
$1.10B
Expense Ratio
KXI
0.39%
Winner
BAB
0.28%
Max Drawdown
KXI
43.89%
Winner
BAB
29.50%
Sharpe Ratio
KXI
0.31
Winner
BAB
0.45
5Y Beta
KXI
0.21
Winner
BAB
0.04
P/E Ratio
KXI
28.93
BAB
N/A
Forward P/E
KXI
20.98
BAB
N/A
PEG Ratio
KXI
1.19
BAB
N/A
5Y Dividends CAGR
KXI
2.33%
Winner
BAB
5.51%
5Y EPS CAGR
KXI
8.49%
BAB
N/A
Debt to Equity
KXI
141.77%
BAB
N/A
P/S Ratio
KXI
1.51
BAB
N/A
P/B Ratio
KXI
5.88
BAB
N/A

KXI vs BAB - Historical Returns

Returns include dividend reinvestment.

1M
KXI
+0.65%
Winner
BAB
+1.50%
3M
KXI
-0.15%
Winner
BAB
-0.05%
6M
Winner
KXI
+5.70%
BAB
+0.92%
1Y
Winner
KXI
+7.03%
BAB
+6.38%
5Y(CAGR)
Winner
KXI
+4.47%
BAB
-0.48%
10Y(CAGR)
Winner
KXI
+6.11%
BAB
+2.17%
Max(CAGR)
Winner
KXI
+7.59%
BAB
+4.72%

KXI vs BAB - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearKXIBAB
2026+6.98%+0.42%
2025+10.14%+8.22%
2024+3.87%+1.68%
2023+2.61%+7.83%
2022-6.21%-18.48%
2021+14.10%+1.06%
2020+8.00%+8.66%
2019+23.80%+10.85%
2018-10.33%+1.36%
2017+17.61%+9.76%
2016+2.76%+4.06%
2015+6.71%-0.61%
2014+8.17%+16.75%
2013+17.21%-5.13%
2012+12.58%+11.26%
2011+8.92%+21.17%
2010+11.43%+9.24%
2009+20.22%-2.68%
2008-21.43%N/A
2007+18.69%N/A
2006+5.39%N/A

KXI vs BAB Drawdown Comparison

The maximum drawdown for KXI was -42.27%, occurring on Mar 9, 2009. Recovery took 728 trading sessions.

The maximum drawdown for BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 224 trading sessions.

The current KXI drawdown is -6.02%. The current BAB drawdown is -5.45%.

RankKXIBAB
#1-42.27%
Dec 12, 2007 - Nov 4, 2010
-27.80%
Mar 9, 2020 - Jan 27, 2021
#2-24.59%
Jan 22, 2020 - Aug 18, 2020
-24.94%
Aug 3, 2021 - Oct 24, 2022
#3-17.44%
Jan 4, 2022 - Apr 24, 2023
-12.13%
May 1, 2013 - May 28, 2014
#4-16.31%
May 31, 2011 - Feb 9, 2012
-8.31%
Jul 29, 2016 - Aug 23, 2017
#5-15.98%
Jan 26, 2018 - Jun 7, 2019
-7.40%
Jan 30, 2015 - Feb 2, 2016
#6-13.71%
May 1, 2023 - May 16, 2024
-6.99%
Aug 26, 2010 - May 4, 2011
#7-11.38%
Sep 6, 2016 - Apr 11, 2017
-6.51%
Aug 4, 2011 - Aug 18, 2011
#8-10.27%
Sep 16, 2024 - Apr 17, 2025
-5.52%
Oct 3, 2011 - Nov 23, 2011
#9-10.24%
Feb 27, 2026 - Mar 20, 2026
-5.40%
Jan 27, 2021 - Jul 6, 2021
#10-10.03%
Aug 5, 2015 - Mar 4, 2016
-4.65%
Jul 25, 2012 - Nov 8, 2012
#11-8.16%
May 15, 2013 - Oct 22, 2013
-4.26%
Aug 28, 2019 - Jan 27, 2020
#12-7.83%
Oct 29, 2013 - Apr 8, 2014
-3.75%
Dec 29, 2017 - Dec 19, 2018
#13-6.92%
Oct 12, 2020 - Nov 10, 2020
-3.62%
Nov 30, 2009 - Feb 5, 2010
#14-6.92%
Jul 3, 2014 - Nov 11, 2014
-3.20%
Mar 7, 2012 - Apr 9, 2012
#15-6.85%
Apr 26, 2012 - Jul 2, 2012
-2.95%
Sep 22, 2011 - Oct 3, 2011

Correlation

Correlation between KXI and BAB is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2006 - 2026)

KXI vs BAB dividend yield comparison.

YearKXIBAB
20261.20%1.73%
20252.29%3.96%
20242.51%3.97%
20232.99%3.65%
20221.98%3.40%
20212.26%2.63%
20202.34%2.96%
20192.17%3.77%
20182.97%4.20%
20172.17%3.96%
20162.34%4.26%
20152.20%4.71%
20142.35%4.59%
20132.03%5.18%
20122.73%4.87%
20112.34%5.21%
20102.32%5.89%
20092.20%0.00%
20082.47%0.00%
20070.58%0.00%
20060.52%0.00%

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