SCHK vs KBWB
Comparison between SCHWAB 1000 INDEX ETF (SCHK, ETF) and INVESCO KBW BANK ETF (KBWB, ETF).
5-Year PerformanceSCHK has outperformed KBWB, delivering a return of +12.6% compared to +7.5%
SCHK vs KBWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHK
$4.70B
Winner
KBWB
$4.80B
Expense Ratio
Winner
SCHK
0.03%
KBWB
0.35%
Max Drawdown
Winner
SCHK
34.80%
KBWB
52.05%
Sharpe Ratio
Winner
SCHK
2.00
KBWB
1.58
5Y Beta
Winner
SCHK
0.99
KBWB
1.09
P/E Ratio
SCHK
28.55
Winner
KBWB
14.05
Forward P/E
SCHK
21.32
Winner
KBWB
12.42
PEG Ratio
SCHK
N/A
KBWB
0.47
5Y Dividends CAGR
SCHK
4.88%
Winner
KBWB
6.47%
5Y EPS CAGR
Winner
SCHK
25.23%
KBWB
9.24%
Debt to Equity
Winner
SCHK
23.20%
KBWB
79.61%
P/S Ratio
Winner
SCHK
3.33
KBWB
3.69
P/B Ratio
SCHK
5.04
Winner
KBWB
1.57
SCHK vs KBWB - Holdings Comparison
SCHK and KBWB have 25 common holdings. Overlap is 4.45%
SCHK's top 25 holdings weight is 47.44%. KBWB's top 25 holdings weight is 99.82%.
| Rank | SCHK | KBWB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.81% | MORGAN STANLEY (MS) - 8.56% |
| #2 | APPLE INC (AAPL) - 6.00% | THE GOLDMAN SACHS GROUP INC (GS) - 8.07% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | BANK OF AMERICA CORP (BAC) - 7.91% |
| #4 | AMAZON.COM INC (AMZN) - 3.83% | JPMORGAN CHASE & CO (JPM) - 7.76% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.07% | WELLS FARGO & CO (WFC) - 7.49% |
| #6 | BROADCOM INC (AVGO) - 2.86% | STATE STREET CORP (STT) - 4.44% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.45% | CITIGROUP INC (C) - 4.37% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.22% | BANK OF NEW YORK MELLON CORP (BK) - 4.20% |
| #9 | TESLA INC (TSLA) - 1.60% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.89% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | TRUIST FINANCIAL CORP (TFC) - 3.88% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.27% | U.S. BANCORP (USB) - 3.85% |
| #12 | ELI LILLY AND CO (LLY) - 1.04% | FIFTH THIRD BANCORP (FITB) - 3.81% |
| #13 | EXXON MOBIL CORP (XOM) - 0.95% | M&T BANK CORP (MTB) - 3.75% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.86% | NORTHERN TRUST CORP (NTRS) - 3.71% |
| #15 | WALMART INC (WMT) - 0.84% | HUNTINGTON BANCSHARES INC (HBAN) - 3.69% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.83% | CAPITAL ONE FINANCIAL CORP (COF) - 3.67% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.79% | CITIZENS FINANCIAL GROUP INC (CFG) - 3.31% |
| #18 | VISA INC CLASS A (V) - 0.78% | REGIONS FINANCIAL CORP (RF) - 2.93% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.67% | KEYCORP (KEY) - 2.86% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.62% | EAST WEST BANCORP INC (EWBC) - 2.06% |
| #21 | INTEL CORP (INTC) - 0.60% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.79% |
| #22 | NETFLIX INC (NFLX) - 0.59% | FIRST HORIZON CORP (FHN) - 1.42% |
| #23 | CATERPILLAR INC (CAT) - 0.57% | ZIONS BANCORP NA (ZION) - 1.12% |
| #24 | ABBVIE INC (ABBV) - 0.53% | WESTERN ALLIANCE BANCORP (WAL) - 1.06% |
| #25 | CHEVRON CORP (CVX) - 0.53% | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 0.22% |
| Total Holdings | 948 | 28 |
SCHK vs KBWB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHK
+8.90%
KBWB
+1.09%
3M
Winner
SCHK
+6.34%
KBWB
-5.43%
6M
SCHK
+10.38%
Winner
KBWB
+11.22%
1Y
SCHK
+31.68%
Winner
KBWB
+37.72%
5Y(CAGR)
Winner
SCHK
+12.65%
KBWB
+7.50%
10Y(CAGR)
Winner
SCHK
+14.61%
KBWB
+12.41%
Max(CAGR)
Winner
SCHK
+14.61%
KBWB
+13.11%
SCHK vs KBWB - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHK | KBWB |
|---|---|---|
| 2026 | +8.15% | +0.02% |
| 2025 | +17.48% | +32.15% |
| 2024 | +25.29% | +35.45% |
| 2023 | +27.16% | -1.73% |
| 2022 | -19.88% | -23.70% |
| 2021 | +27.95% | +39.08% |
| 2020 | +19.71% | -10.99% |
| 2019 | +31.09% | +33.02% |
| 2018 | -5.78% | -18.51% |
| 2017 | +5.07% | +17.18% |
| 2016 | N/A | +31.24% |
| 2015 | N/A | +0.35% |
| 2014 | N/A | +9.61% |
| 2013 | N/A | +33.14% |
| 2012 | N/A | +28.41% |
| 2011 | N/A | +2.11% |
SCHK vs KBWB Drawdown Comparison
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The maximum drawdown for KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 261 trading sessions.
The current KBWB drawdown is -5.43%.
| Rank | SCHK | KBWB |
|---|---|---|
| #1 | -34.80% Feb 19, 2020 - Aug 10, 2020 | -50.23% Jan 2, 2020 - Jan 14, 2021 |
| #2 | -25.43% Dec 27, 2021 - Dec 14, 2023 | -49.32% Jan 13, 2022 - Nov 21, 2024 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -29.41% Feb 1, 2018 - Dec 12, 2019 |
| #4 | -19.20% Feb 19, 2025 - Jun 26, 2025 | -29.08% Jul 22, 2015 - Nov 9, 2016 |
| #5 | -9.83% Jan 26, 2018 - Jul 25, 2018 | -25.44% Feb 6, 2025 - Jun 30, 2025 |
| #6 | -9.31% Sep 2, 2020 - Nov 11, 2020 | -18.02% Mar 26, 2012 - Sep 13, 2012 |
| #7 | -8.97% Jan 12, 2026 - Apr 14, 2026 | -16.38% Feb 9, 2026 - Mar 13, 2026 |
| #8 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -13.21% Jun 1, 2021 - Oct 5, 2021 |
| #9 | -6.75% May 3, 2019 - Jun 20, 2019 | -12.69% Nov 8, 2011 - Jan 3, 2012 |
| #10 | -6.05% Jul 26, 2019 - Oct 25, 2019 | -11.68% Dec 29, 2014 - May 4, 2015 |
| #11 | -5.60% Mar 28, 2024 - May 15, 2024 | -11.52% Jan 14, 2021 - Feb 16, 2021 |
| #12 | -5.32% Oct 28, 2025 - Dec 10, 2025 | -11.18% Mar 1, 2017 - Sep 27, 2017 |
| #13 | -5.31% Sep 2, 2021 - Oct 20, 2021 | -10.86% Oct 22, 2021 - Jan 6, 2022 |
| #14 | -5.08% Feb 12, 2021 - Mar 15, 2021 | -10.20% Sep 18, 2014 - Dec 5, 2014 |
| #15 | -4.79% Nov 16, 2021 - Dec 27, 2021 | -9.98% Nov 25, 2024 - Jan 30, 2025 |
Correlation
Correlation between SCHK and KBWB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2011 - 2026)
SCHK vs KBWB dividend yield comparison.
| Year | SCHK | KBWB |
|---|---|---|
| 2026 | 0.25% | 0.57% |
| 2025 | 1.09% | 2.04% |
| 2024 | 1.20% | 2.46% |
| 2023 | 1.38% | 3.20% |
| 2022 | 1.57% | 3.05% |
| 2021 | 1.17% | 2.13% |
| 2020 | 1.58% | 2.62% |
| 2019 | 1.82% | 2.38% |
| 2018 | 1.80% | 2.54% |
| 2017 | 0.31% | 1.35% |
| 2016 | 0.00% | 1.53% |
| 2015 | 0.00% | 1.53% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 1.43% |
| 2012 | 0.00% | 1.27% |
| 2011 | 0.00% | 1.33% |
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