LEO vs KBWD
Comparison between BNY Mellon Strategic Municipals Inc (LEO, ETF) and INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF).
5-Year PerformanceKBWD has outperformed LEO, delivering a return of +1.2% compared to -2.1%
LEO vs KBWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LEO vs KBWD - Historical Returns
Returns include dividend reinvestment.
LEO vs KBWD - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | LEO | KBWD |
|---|---|---|
| 2026 | +2.97% | -5.99% |
| 2025 | +8.40% | +4.97% |
| 2024 | +6.40% | +3.57% |
| 2023 | -1.05% | +18.07% |
| 2022 | -23.74% | -20.04% |
| 2021 | +5.05% | +34.26% |
| 2020 | +4.86% | -15.52% |
| 2019 | +22.72% | +19.44% |
| 2018 | -12.42% | -8.64% |
| 2017 | +8.83% | +10.24% |
| 2016 | +3.50% | +20.65% |
| 2015 | +11.03% | -10.90% |
| 2014 | +15.50% | +8.90% |
| 2013 | -16.60% | +14.97% |
| 2012 | +14.70% | +14.65% |
| 2011 | +23.10% | -1.23% |
| 2010 | +3.15% | +3.90% |
| 2009 | +46.92% | N/A |
| 2008 | -27.48% | N/A |
| 2007 | -7.07% | N/A |
| 2006 | +13.96% | N/A |
| 2005 | +7.55% | N/A |
| 2004 | -7.35% | N/A |
| 2003 | +10.84% | N/A |
| 2002 | +6.78% | N/A |
| 2001 | +22.11% | N/A |
LEO vs KBWD Drawdown Comparison
The maximum drawdown for LEO was -47.31%, occurring on Oct 10, 2008. Recovery took 671 trading sessions.
The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.
The current LEO drawdown is -16.40%. The current KBWD drawdown is -11.71%.
| Rank | LEO | KBWD |
|---|---|---|
| #1 | -47.31% May 7, 2007 - Jan 5, 2010 | -58.56% Feb 20, 2020 - Apr 26, 2021 |
| #2 | -41.48% Aug 27, 2021 - Oct 25, 2023 | -30.73% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -30.28% Feb 25, 2020 - Feb 5, 2021 | -29.10% Apr 23, 2015 - Nov 11, 2016 |
| #4 | -23.62% Jan 8, 2013 - Nov 3, 2015 | -19.65% Feb 19, 2025 - Jan 8, 2026 |
| #5 | -21.68% Jan 21, 2004 - Sep 7, 2005 | -18.44% Aug 30, 2018 - Nov 7, 2019 |
| #6 | -19.81% Sep 10, 2010 - Oct 12, 2011 | -17.67% Jul 7, 2011 - Jan 20, 2012 |
| #7 | -17.32% Aug 1, 2017 - Jul 2, 2019 | -15.03% Jan 16, 2026 - Mar 27, 2026 |
| #8 | -12.16% Jul 8, 2016 - Jul 11, 2017 | -12.94% Sep 14, 2012 - Jan 17, 2013 |
| #9 | -11.77% Oct 1, 2002 - Apr 29, 2003 | -9.70% May 17, 2013 - Oct 22, 2013 |
| #10 | -11.61% Jun 12, 2003 - Jan 7, 2004 | -8.75% Jul 23, 2024 - Nov 29, 2024 |
| #11 | -9.85% Aug 28, 2001 - Dec 31, 2001 | -8.48% Oct 20, 2017 - Apr 27, 2018 |
| #12 | -8.30% Sep 7, 2005 - Mar 29, 2006 | -7.79% Jun 8, 2021 - Oct 14, 2021 |
| #13 | -6.69% Mar 12, 2012 - May 9, 2012 | -6.82% Nov 29, 2024 - Jan 31, 2025 |
| #14 | -6.02% Nov 29, 2012 - Jan 8, 2013 | -6.33% Apr 27, 2017 - Aug 1, 2017 |
| #15 | -5.98% Dec 31, 2001 - Apr 5, 2002 | -5.94% Apr 27, 2012 - Jun 19, 2012 |
Correlation
Correlation between LEO and KBWD is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2001 - 2026)
LEO vs KBWD dividend yield comparison.
| Year | LEO | KBWD |
|---|---|---|
| 2026 | 2.45% | 5.92% |
| 2025 | 4.03% | 12.83% |
| 2024 | 3.77% | 12.45% |
| 2023 | 4.37% | 11.45% |
| 2022 | 5.66% | 11.32% |
| 2021 | 4.84% | 7.26% |
| 2020 | 4.95% | 9.68% |
| 2019 | 4.94% | 8.63% |
| 2018 | 5.96% | 9.47% |
| 2017 | 5.97% | 8.77% |
| 2016 | 6.14% | 8.68% |
| 2015 | 6.04% | 8.89% |
| 2014 | 7.11% | 8.31% |
| 2013 | 7.74% | 7.68% |
| 2012 | 6.16% | 9.03% |
| 2011 | 6.61% | 13.00% |
| 2010 | 7.54% | 0.00% |
| 2009 | 6.32% | 0.00% |
| 2008 | 8.94% | 0.00% |
| 2007 | 6.13% | 0.00% |
| 2006 | 5.03% | 0.00% |
| 2005 | 6.51% | 0.00% |
| 2004 | 7.38% | 0.00% |
| 2003 | 7.32% | 0.00% |
| 2002 | 7.14% | 0.00% |
| 2001 | 5.74% | 0.00% |
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