LRGG vs KBWP
Comparison between MACQUARIE FOCUSED LARGE GROWTH ETF (LRGG, ETF) and INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF).
LRGG vs KBWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LRGG
$244M
KBWP
$242M
Expense Ratio
LRGG
0.45%
Winner
KBWP
0.35%
Max Drawdown
Winner
LRGG
19.07%
KBWP
40.31%
Sharpe Ratio
LRGG
-0.37
Winner
KBWP
0.01
5Y Beta
LRGG
0.90
Winner
KBWP
0.36
P/E Ratio
LRGG
29.68
Winner
KBWP
10.53
Forward P/E
LRGG
24.33
Winner
KBWP
11.29
PEG Ratio
LRGG
0.61
Winner
KBWP
0.14
5Y Dividends CAGR
LRGG
N/A
KBWP
10.12%
5Y EPS CAGR
Winner
LRGG
35.35%
KBWP
20.52%
Debt to Equity
LRGG
N/A
KBWP
36.90%
P/S Ratio
LRGG
4.74
Winner
KBWP
1.46
P/B Ratio
LRGG
8.97
Winner
KBWP
1.90
LRGG vs KBWP - Holdings Comparison
LRGG and KBWP have 2 common holdings. Overlap is 0.11%
LRGG's top 25 holdings weight is 99.99%. KBWP's top 25 holdings weight is 100.00%.
| Rank | LRGG | KBWP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.99% | AON PLC CLASS A (AON) - 8.21% |
| #2 | MICROSOFT CORP (MSFT) - 10.53% | THE TRAVELERS COMPANIES INC (TRV) - 8.20% |
| #3 | APPLE INC (AAPL) - 9.58% | PROGRESSIVE CORP (PGR) - 7.98% |
| #4 | ALPHABET INC CLASS C (GOOG) - 6.78% | CHUBB LTD (CB) - 7.94% |
| #5 | AMAZON.COM INC (AMZN) - 5.62% | MARSH (MRSH) - 7.49% |
| #6 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.29% | ALLSTATE CORP (ALL) - 4.25% |
| #7 | VISA INC CLASS A (V) - 4.53% | CINCINNATI FINANCIAL CORP (CINF) - 4.17% |
| #8 | VERISK ANALYTICS INC (VRSK) - 4.50% | EVEREST GROUP LTD (EG) - 4.00% |
| #9 | DANAHER CORP (DHR) - 3.99% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 3.97% |
| #10 | MOTOROLA SOLUTIONS INC (MSI) - 3.78% | WR BERKLEY CORP (WRB) - 3.94% |
| #11 | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.68% | THE HARTFORD INSURANCE GROUP INC (HIG) - 3.91% |
| #12 | S&P GLOBAL INC (SPGI) - 3.60% | ARTHUR J. GALLAGHER & CO (AJG) - 3.91% |
| #13 | GE AEROSPACE (GE) - 3.44% | ASSURANT INC (AIZ) - 3.81% |
| #14 | WASTE CONNECTIONS INC (WCN) - 3.39% | ARCH CAPITAL GROUP LTD (ACGL) - 3.79% |
| #15 | MASTERCARD INC CLASS A (MA) - 3.08% | RENAISSANCERE HOLDINGS LTD (RNR) - 3.73% |
| #16 | MSCI INC (MSCI) - 2.88% | WILLIS TOWERS WATSON PLC (WTW) - 3.64% |
| #17 | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.29% | BROWN & BROWN INC (BRO) - 3.41% |
| #18 | INTUITIVE SURGICAL INC (ISRG) - 2.24% | AMERICAN FINANCIAL GROUP INC (AFG) - 3.31% |
| #19 | FERRARI NV (RACE) - 1.98% | AXIS CAPITAL HOLDINGS LTD (AXS) - 2.18% |
| #20 | INTUIT INC (INTU) - 1.66% | THE HANOVER INSURANCE GROUP INC (THG) - 2.03% |
| #21 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.16% | MERCURY GENERAL CORP (MCY) - 1.68% |
| #22 | US DOLLAR (n/a) - 0.00% | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.60% |
| #23 | N/A | RLI CORP (RLI) - 1.45% |
| #24 | N/A | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.29% |
| #25 | N/A | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.11% |
| Total Holdings | 22 | 26 |
LRGG vs KBWP - Historical Returns
Returns include dividend reinvestment.
1M
LRGG
-2.11%
Winner
KBWP
+3.08%
3M
Winner
LRGG
+3.79%
KBWP
+1.86%
6M
LRGG
-5.97%
Winner
KBWP
-2.32%
1Y
LRGG
-2.65%
Winner
KBWP
+1.03%
5Y(CAGR)
LRGG
N/A
KBWP
+11.66%
10Y(CAGR)
LRGG
N/A
KBWP
+12.05%
Max(CAGR)
LRGG
+3.95%
Winner
KBWP
+13.07%
LRGG vs KBWP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | LRGG | KBWP |
|---|---|---|
| 2026 | -6.70% | -1.80% |
| 2025 | +8.08% | +12.19% |
| 2024 | +8.81% | +28.79% |
| 2023 | N/A | +6.85% |
| 2022 | N/A | +10.93% |
| 2021 | N/A | +23.29% |
| 2020 | N/A | -1.94% |
| 2019 | N/A | +30.22% |
| 2018 | N/A | -0.62% |
| 2017 | N/A | +9.12% |
| 2016 | N/A | +22.06% |
| 2015 | N/A | +16.27% |
| 2014 | N/A | +12.15% |
| 2013 | N/A | +32.29% |
| 2012 | N/A | +24.21% |
| 2011 | N/A | -0.75% |
| 2010 | N/A | -0.04% |
LRGG vs KBWP Drawdown Comparison
The maximum drawdown for LRGG was -18.94%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current LRGG drawdown is -10.48%. The current KBWP drawdown is -4.26%.
| Rank | LRGG | KBWP |
|---|---|---|
| #1 | -18.94% Oct 28, 2025 - Mar 27, 2026 | -39.74% Feb 11, 2020 - Mar 8, 2021 |
| #2 | -16.69% Dec 11, 2024 - Jun 30, 2025 | -19.06% Apr 29, 2011 - Feb 3, 2012 |
| #3 | -8.43% Jul 10, 2024 - Oct 11, 2024 | -17.01% Apr 1, 2022 - Nov 25, 2022 |
| #4 | -3.77% Sep 22, 2025 - Oct 27, 2025 | -16.57% Sep 21, 2018 - Apr 11, 2019 |
| #5 | -3.07% Oct 22, 2024 - Nov 6, 2024 | -13.35% Feb 7, 2023 - Nov 22, 2023 |
| #6 | -2.53% Aug 15, 2025 - Sep 22, 2025 | -12.29% Nov 27, 2024 - Apr 1, 2025 |
| #7 | -2.48% Nov 13, 2024 - Dec 2, 2024 | -12.27% Aug 4, 2017 - Nov 29, 2017 |
| #8 | -2.47% Jul 30, 2025 - Aug 14, 2025 | -11.59% Apr 1, 2025 - May 19, 2025 |
| #9 | -2.11% May 21, 2024 - Jun 5, 2024 | -10.43% Dec 31, 2013 - May 29, 2014 |
| #10 | -1.12% Oct 14, 2024 - Oct 22, 2024 | -9.61% Dec 29, 2015 - Mar 17, 2016 |
| #11 | -0.82% Dec 4, 2024 - Dec 11, 2024 | -9.57% Dec 30, 2025 - Jun 3, 2026 |
| #12 | -0.73% Jul 3, 2025 - Jul 10, 2025 | -8.92% May 10, 2021 - Aug 20, 2021 |
| #13 | -0.61% Jun 21, 2024 - Jun 25, 2024 | -8.45% Jun 2, 2025 - Dec 12, 2025 |
| #14 | -0.47% Jun 5, 2024 - Jun 11, 2024 | -8.30% Aug 18, 2015 - Oct 20, 2015 |
| #15 | -0.40% Nov 8, 2024 - Nov 13, 2024 | -7.48% Oct 25, 2021 - Jan 4, 2022 |
Correlation
Correlation between LRGG and KBWP is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2011 - 2026)
LRGG vs KBWP dividend yield comparison.
| Year | LRGG | KBWP |
|---|---|---|
| 2026 | 0.00% | 0.81% |
| 2025 | 0.16% | 1.58% |
| 2024 | 0.13% | 1.64% |
| 2023 | 0.00% | 1.68% |
| 2022 | 0.00% | 1.99% |
| 2021 | 0.00% | 3.02% |
| 2020 | 0.00% | 1.93% |
| 2019 | 0.00% | 1.99% |
| 2018 | 0.00% | 2.11% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 2.14% |
| 2015 | 0.00% | 1.35% |
| 2014 | 0.00% | 2.73% |
| 2013 | 0.00% | 1.72% |
| 2012 | 0.00% | 3.06% |
| 2011 | 0.00% | 2.86% |
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