SRLN vs KBWB

Comparison between SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF) and INVESCO KBW BANK ETF (KBWB, ETF).

5-Year PerformanceKBWB has outperformed SRLN, delivering a return of +7.5% compared to +4.8%

SRLN vs KBWB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SRLN(ETF)	KBWB(ETF)
Net Assets	$4.70B	$4.80B
Expense Ratio	0.70%	0.35%
Max Drawdown	28.37%	52.05%
Sharpe Ratio	1.16	1.58
5Y Beta	0.15	1.09
P/E Ratio	N/A	14.05
Forward P/E	N/A	12.42
PEG Ratio	N/A	0.47
5Y Dividends CAGR	8.86%	6.47%
5Y EPS CAGR	N/A	9.24%
Debt to Equity	N/A	79.61%
P/S Ratio	N/A	3.69
P/B Ratio	N/A	1.57

Net Assets

SRLN

$4.70B

Winner

KBWB

$4.80B

Expense Ratio

SRLN

0.70%

Winner

KBWB

0.35%

Max Drawdown

Winner

SRLN

28.37%

KBWB

52.05%

Sharpe Ratio

SRLN

1.16

Winner

KBWB

1.58

5Y Beta

Winner

SRLN

0.15

KBWB

1.09

P/E Ratio

SRLN

N/A

KBWB

14.05

Forward P/E

SRLN

N/A

KBWB

12.42

PEG Ratio

SRLN

N/A

KBWB

0.47

5Y Dividends CAGR

Winner

SRLN

8.86%

KBWB

6.47%

5Y EPS CAGR

SRLN

N/A

KBWB

9.24%

Debt to Equity

SRLN

N/A

KBWB

79.61%

P/S Ratio

SRLN

N/A

KBWB

3.69

P/B Ratio

SRLN

N/A

KBWB

1.57

SRLN vs KBWB - Historical Returns

Returns include dividend reinvestment.

Period	SRLN	KBWB
1 month	+1.30%	+1.09%
3 months	+1.43%	-5.43%
6 months	+1.93%	+11.22%
1 year	+7.05%	+37.72%
5 years(CAGR)	+4.79%	+7.50%
10 years(CAGR)	+4.59%	+12.41%
Max(CAGR)	+3.81%	+13.11%

Winner

SRLN

+1.30%

KBWB

+1.09%

Winner

SRLN

+1.43%

KBWB

-5.43%

SRLN

+1.93%

Winner

KBWB

+11.22%

SRLN

+7.05%

Winner

KBWB

+37.72%

5Y(CAGR)

SRLN

+4.79%

Winner

KBWB

+7.50%

10Y(CAGR)

SRLN

+4.59%

Winner

KBWB

+12.41%

Max(CAGR)

SRLN

+3.81%

Winner

KBWB

+13.11%

SRLN vs KBWB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SRLN	KBWB
2026	+0.59%	+0.02%
2025	+6.72%	+32.15%
2024	+8.43%	+35.45%
2023	+10.96%	-1.73%
2022	-5.37%	-23.70%
2021	+4.66%	+39.08%
2020	+2.94%	-10.99%
2019	+9.95%	+33.02%
2018	-0.82%	-18.51%
2017	+3.37%	+17.18%
2016	+7.14%	+31.24%
2015	-1.15%	+0.35%
2014	+1.01%	+9.61%
2013	+1.80%	+33.14%
2012	N/A	+28.41%
2011	N/A	+2.11%

SRLN vs KBWB Drawdown Comparison

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 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	SRLN	KBWB
#1	-22.29% Feb 19, 2020 - Nov 9, 2020	-50.23% Jan 2, 2020 - Jan 14, 2021
#2	-7.93% Jan 14, 2022 - Jul 12, 2023	-49.32% Jan 13, 2022 - Nov 21, 2024
#3	-5.58% Jul 16, 2015 - Aug 10, 2016	-29.41% Feb 1, 2018 - Dec 12, 2019
#4	-4.61% Oct 16, 2018 - Feb 25, 2019	-29.08% Jul 22, 2015 - Nov 9, 2016
#5	-4.26% Feb 18, 2025 - May 12, 2025	-25.44% Feb 6, 2025 - Jun 30, 2025
#6	-3.26% Jan 9, 2026 - May 1, 2026	-18.02% Mar 26, 2012 - Sep 13, 2012
#7	-2.71% Nov 28, 2014 - Feb 12, 2015	-16.38% Feb 9, 2026 - Mar 13, 2026
#8	-1.87% Sep 5, 2014 - Nov 25, 2014	-13.21% Jun 1, 2021 - Oct 5, 2021
#9	-1.36% Jul 22, 2024 - Aug 16, 2024	-12.69% Nov 8, 2011 - Jan 3, 2012
#10	-1.31% Nov 11, 2021 - Dec 23, 2021	-11.68% Dec 29, 2014 - May 4, 2015
#11	-1.21% Aug 1, 2019 - Sep 10, 2019	-11.52% Jan 14, 2021 - Feb 16, 2021
#12	-1.19% May 9, 2013 - Jul 23, 2013	-11.18% Mar 1, 2017 - Sep 27, 2017
#13	-1.16% May 3, 2019 - Jul 17, 2019	-10.86% Oct 22, 2021 - Jan 6, 2022
#14	-1.14% Feb 27, 2019 - Apr 5, 2019	-10.20% Sep 18, 2014 - Dec 5, 2014
#15	-1.10% Sep 20, 2019 - Nov 15, 2019	-9.98% Nov 25, 2024 - Jan 30, 2025

Correlation

Correlation between SRLN and KBWB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2011 - 2026)

SRLN vs KBWB dividend yield comparison.

Year	SRLN	KBWB
2026	2.33%	0.57%
2025	7.67%	2.04%
2024	8.58%	2.46%
2023	8.44%	3.20%
2022	5.72%	3.05%
2021	4.45%	2.13%
2020	4.91%	2.62%
2019	5.39%	2.38%
2018	4.98%	2.54%
2017	4.01%	1.35%
2016	3.94%	1.53%
2015	4.43%	1.53%
2014	3.66%	1.52%
2013	1.91%	1.43%
2012	0.00%	1.27%
2011	0.00%	1.33%