MFUS vs KBWP
Comparison between PIMCO RAFI DYNAMIC MULTI-FACTOR U.S. EQUITY ETF (MFUS, ETF) and INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF).
5-Year PerformanceMFUS has outperformed KBWP, delivering a return of +12.4% compared to +11.0%
MFUS vs KBWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MFUS
$251M
KBWP
$250M
Expense Ratio
Winner
MFUS
0.29%
KBWP
0.35%
Max Drawdown
Winner
MFUS
35.21%
KBWP
40.31%
Sharpe Ratio
Winner
MFUS
1.83
KBWP
-0.21
5Y Beta
MFUS
0.79
Winner
KBWP
0.37
P/E Ratio
MFUS
25.59
Winner
KBWP
10.22
Forward P/E
MFUS
17.33
Winner
KBWP
10.88
PEG Ratio
MFUS
N/A
KBWP
0.14
5Y Dividends CAGR
MFUS
9.54%
Winner
KBWP
10.12%
5Y EPS CAGR
MFUS
14.71%
Winner
KBWP
20.55%
Debt to Equity
Winner
MFUS
25.65%
KBWP
36.13%
P/S Ratio
MFUS
1.59
Winner
KBWP
1.43
P/B Ratio
MFUS
3.63
Winner
KBWP
1.85
MFUS vs KBWP - Holdings Comparison
MFUS and KBWP have 17 common holdings. Overlap is 1.53%
MFUS's top 25 holdings weight is 31.58%. KBWP's top 25 holdings weight is 99.99%.
| Rank | MFUS | KBWP |
|---|---|---|
| #1 | INTEL CORP (INTC) - 2.90% | THE TRAVELERS COMPANIES INC (TRV) - 8.29% |
| #2 | WALMART INC (WMT) - 2.24% | CHUBB LTD (CB) - 8.01% |
| #3 | BROADCOM INC (AVGO) - 2.09% | AON PLC CLASS A (AON) - 7.99% |
| #4 | JOHNSON & JOHNSON (JNJ) - 1.83% | PROGRESSIVE CORP (PGR) - 7.81% |
| #5 | EXXON MOBIL CORP (XOM) - 1.82% | MARSH (MRSH) - 7.28% |
| #6 | CITIGROUP INC (C) - 1.50% | CINCINNATI FINANCIAL CORP (CINF) - 4.27% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.47% | EVEREST GROUP LTD (EG) - 4.25% |
| #8 | CHEVRON CORP (CVX) - 1.33% | ALLSTATE CORP (ALL) - 4.16% |
| #9 | APPLE INC (AAPL) - 1.32% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.03% |
| #10 | CORNING INC (GLW) - 1.23% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.02% |
| #11 | ELI LILLY AND CO (LLY) - 1.14% | ARCH CAPITAL GROUP LTD (ACGL) - 4.00% |
| #12 | WESTERN DIGITAL CORP (WDC) - 1.08% | WR BERKLEY CORP (WRB) - 3.94% |
| #13 | ABBVIE INC (ABBV) - 1.04% | RENAISSANCERE HOLDINGS LTD (RNR) - 3.83% |
| #14 | WELLS FARGO & CO (WFC) - 1.01% | ASSURANT INC (AIZ) - 3.80% |
| #15 | MERCK & CO INC (MRK) - 1.01% | ARTHUR J. GALLAGHER & CO (AJG) - 3.75% |
| #16 | AT&T INC (T) - 0.96% | WILLIS TOWERS WATSON PLC (WTW) - 3.52% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.93% | AMERICAN FINANCIAL GROUP INC (AFG) - 3.38% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89% | BROWN & BROWN INC (BRO) - 3.33% |
| #19 | ORACLE CORP (ORCL) - 0.86% | AXIS CAPITAL HOLDINGS LTD (AXS) - 2.19% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.85% | THE HANOVER INSURANCE GROUP INC (THG) - 2.06% |
| #21 | GILEAD SCIENCES INC (GILD) - 0.84% | MERCURY GENERAL CORP (MCY) - 1.68% |
| #22 | PFIZER INC (PFE) - 0.82% | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.61% |
| #23 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% | RLI CORP (RLI) - 1.44% |
| #24 | CATERPILLAR INC (CAT) - 0.81% | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.25% |
| #25 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.80% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.10% |
| Total Holdings | 834 | 26 |
MFUS vs KBWP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MFUS
+2.20%
KBWP
+1.53%
3M
Winner
MFUS
+7.81%
KBWP
-3.09%
6M
Winner
MFUS
+14.00%
KBWP
+0.75%
1Y
Winner
MFUS
+26.47%
KBWP
-1.08%
5Y(CAGR)
Winner
MFUS
+12.35%
KBWP
+10.97%
10Y(CAGR)
Winner
MFUS
+13.39%
KBWP
+11.76%
Max(CAGR)
Winner
MFUS
+13.39%
KBWP
+13.00%
MFUS vs KBWP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | MFUS | KBWP |
|---|---|---|
| 2026 | +13.16% | -2.91% |
| 2025 | +15.97% | +12.19% |
| 2024 | +20.53% | +28.79% |
| 2023 | +12.32% | +6.85% |
| 2022 | -6.39% | +10.93% |
| 2021 | +25.38% | +23.29% |
| 2020 | +10.26% | -1.94% |
| 2019 | +26.62% | +30.22% |
| 2018 | -7.45% | -0.62% |
| 2017 | +11.20% | +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% |
MFUS vs KBWP Drawdown Comparison
The maximum drawdown for MFUS was -35.21%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current MFUS drawdown is -2.17%. The current KBWP drawdown is -5.33%.
| Rank | MFUS | KBWP |
|---|---|---|
| #1 | -35.21% Feb 12, 2020 - Nov 9, 2020 | -39.74% Feb 11, 2020 - Mar 8, 2021 |
| #2 | -19.63% Sep 21, 2018 - Jul 26, 2019 | -19.06% Apr 29, 2011 - Feb 3, 2012 |
| #3 | -18.22% Apr 20, 2022 - Dec 13, 2023 | -17.01% Apr 1, 2022 - Nov 25, 2022 |
| #4 | -15.39% Feb 19, 2025 - Jun 24, 2025 | -16.57% Sep 21, 2018 - Apr 11, 2019 |
| #5 | -8.95% Jan 29, 2018 - Jul 26, 2018 | -13.35% Feb 7, 2023 - Nov 22, 2023 |
| #6 | -8.23% Jan 4, 2022 - Apr 20, 2022 | -12.29% Nov 27, 2024 - Apr 1, 2025 |
| #7 | -6.91% Jul 16, 2024 - Aug 23, 2024 | -12.27% Aug 4, 2017 - Nov 29, 2017 |
| #8 | -6.39% Feb 11, 2026 - Apr 13, 2026 | -11.59% Apr 1, 2025 - May 19, 2025 |
| #9 | -6.37% Nov 16, 2021 - Jan 4, 2022 | -10.43% Dec 31, 2013 - May 29, 2014 |
| #10 | -5.94% Mar 28, 2024 - Jun 12, 2024 | -9.61% Dec 29, 2015 - Mar 17, 2016 |
| #11 | -5.89% Nov 29, 2024 - Feb 5, 2025 | -9.57% Dec 30, 2025 - Jun 3, 2026 |
| #12 | -4.81% Jul 26, 2019 - Sep 5, 2019 | -8.92% May 10, 2021 - Aug 20, 2021 |
| #13 | -4.67% Jun 8, 2021 - Aug 10, 2021 | -8.45% Jun 2, 2025 - Dec 12, 2025 |
| #14 | -4.51% Oct 27, 2025 - Nov 28, 2025 | -8.30% Aug 18, 2015 - Oct 20, 2015 |
| #15 | -4.37% May 7, 2021 - Jun 1, 2021 | -7.48% Oct 25, 2021 - Jan 4, 2022 |
Correlation
Correlation between MFUS and KBWP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
MFUS vs KBWP dividend yield comparison.
| Year | MFUS | KBWP |
|---|---|---|
| 2026 | 0.39% | 0.82% |
| 2025 | 1.54% | 1.58% |
| 2024 | 1.45% | 1.64% |
| 2023 | 1.96% | 1.68% |
| 2022 | 2.07% | 1.99% |
| 2021 | 1.35% | 3.02% |
| 2020 | 1.72% | 1.93% |
| 2019 | 1.89% | 1.99% |
| 2018 | 1.69% | 2.11% |
| 2017 | 1.01% | 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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