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NQP vs KBWD

Comparison between Nuveen Pennsylvania Quality Municipal Income Fund (NQP, ETF) and INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD, ETF).

5-Year PerformanceNQP has outperformed KBWD, delivering a return of +1.8% compared to +0.3%

NQP vs KBWD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NQP
$447M
Winner
KBWD
$448M
Expense Ratio
NQP
N/A
KBWD
5.39%
Max Drawdown
Winner
NQP
52.80%
KBWD
65.17%
Sharpe Ratio
Winner
NQP
1.59
KBWD
0.07
5Y Beta
Winner
NQP
0.14
KBWD
0.74
P/E Ratio
NQP
N/A
KBWD
20.80
Forward P/E
NQP
N/A
KBWD
8.11
PEG Ratio
NQP
N/A
KBWD
0.28
5Y Dividends CAGR
Winner
NQP
9.08%
KBWD
6.32%
Debt to Equity
NQP
N/A
KBWD
87.37%
P/S Ratio
NQP
N/A
KBWD
2.53
P/B Ratio
NQP
N/A
KBWD
0.86

NQP vs KBWD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NQP
+3.66%
KBWD
-7.52%
3M
Winner
NQP
+3.34%
KBWD
-3.04%
6M
Winner
NQP
+4.31%
KBWD
-5.83%
1Y
Winner
NQP
+16.81%
KBWD
+3.58%
5Y(CAGR)
Winner
NQP
+1.80%
KBWD
+0.25%
10Y(CAGR)
NQP
+3.13%
Winner
KBWD
+4.79%
Max(CAGR)
NQP
+5.09%
Winner
KBWD
+5.62%

NQP vs KBWD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNQPKBWD
2026+3.66%-5.99%
2025+13.80%+4.97%
2024+2.62%+3.57%
2023+6.47%+18.07%
2022-21.77%-20.04%
2021+8.19%+34.26%
2020+7.04%-15.52%
2019+20.03%+19.44%
2018-2.21%-8.64%
2017+5.96%+10.24%
2016+0.25%+20.65%
2015+6.09%-10.90%
2014+18.12%+8.90%
2013-17.82%+14.97%
2012+8.75%+14.65%
2011+21.27%-1.23%
2010+7.77%+3.90%
2009+44.63%N/A
2008-26.11%N/A
2007-0.08%N/A
2006+3.60%N/A
2005-4.98%N/A
2004+6.42%N/A
2003+13.32%N/A
2002+5.30%N/A
2001+10.51%N/A
2000+10.51%N/A
1999-9.51%N/A

NQP vs KBWD Drawdown Comparison

The maximum drawdown for NQP was -41.81%, occurring on Oct 10, 2008. Recovery took 380 trading sessions.

The maximum drawdown for KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 297 trading sessions.

The current NQP drawdown is -0.50%. The current KBWD drawdown is -11.71%.

RankNQPKBWD
#1-41.81%
Jan 29, 2008 - Jul 31, 2009
-58.56%
Feb 20, 2020 - Apr 26, 2021
#2-32.39%
Nov 30, 2021 - Apr 9, 2026
-30.73%
Nov 8, 2021 - Jul 16, 2024
#3-24.68%
Dec 3, 2012 - Feb 2, 2015
-29.10%
Apr 23, 2015 - Nov 11, 2016
#4-24.09%
Mar 4, 2020 - Dec 30, 2020
-19.65%
Feb 19, 2025 - Jan 8, 2026
#5-17.24%
Mar 24, 2004 - Oct 25, 2004
-18.44%
Aug 30, 2018 - Nov 7, 2019
#6-15.87%
Jul 13, 2016 - May 30, 2019
-17.67%
Jul 7, 2011 - Jan 20, 2012
#7-15.04%
Nov 8, 1999 - Jul 10, 2000
-15.03%
Jan 16, 2026 - Mar 27, 2026
#8-14.41%
Oct 18, 2010 - Jul 11, 2011
-12.94%
Sep 14, 2012 - Jan 17, 2013
#9-12.69%
Feb 9, 2005 - May 2, 2007
-9.70%
May 17, 2013 - Oct 22, 2013
#10-11.88%
Jun 16, 2003 - Jan 9, 2004
-8.75%
Jul 23, 2024 - Nov 29, 2024
#11-9.80%
Mar 4, 2002 - Jul 8, 2002
-8.48%
Oct 20, 2017 - Apr 27, 2018
#12-9.46%
Oct 1, 2002 - Apr 1, 2003
-7.79%
Jun 8, 2021 - Oct 14, 2021
#13-8.69%
May 7, 2007 - Jan 10, 2008
-6.82%
Nov 29, 2024 - Jan 31, 2025
#14-8.60%
Jul 25, 2000 - Jan 3, 2001
-6.33%
Apr 27, 2017 - Aug 1, 2017
#15-8.51%
Sep 7, 2001 - Feb 5, 2002
-5.94%
Apr 27, 2012 - Jun 19, 2012

Correlation

Correlation between NQP and KBWD is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

NQP vs KBWD dividend yield comparison.

YearNQPKBWD
20262.59%5.92%
20257.87%12.83%
20246.69%12.45%
20233.07%11.45%
20224.89%11.32%
20214.51%7.26%
20204.38%9.68%
20194.23%8.63%
20185.34%9.47%
20175.34%8.77%
20165.67%8.68%
20156.10%8.89%
20146.22%8.31%
20136.90%7.68%
20125.96%9.03%
20116.04%13.00%
20106.61%0.00%
20095.67%0.00%
20087.26%0.00%
20075.00%0.00%
20064.75%0.00%
20056.72%0.00%
20046.88%0.00%
20035.92%0.00%
20026.18%0.00%
20016.12%0.00%
20006.87%0.00%
19991.21%0.00%

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