KBWP vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricKBWPVOOWinner
Expense Ratio0.35%0.03%
AUM$270M$979.0B
Dividend Yield1.94%1.09%
Holdings27509
YTD Return+8.63%+13.44%
1Y Return+15.68%+22.62%
3Y Return (annualized)+19.51%+21.47%
5Y Return (annualized)+13.24%+13.27%
Volatility (annualized)15.6%14.1%
Max Drawdown-40.3%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 2, 2010Sep 7, 2010

KBWP vs VOO Performance

Invesco KBW Property & Casualty Insurance ETF (KBWP) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year KBWP returned +15.68% while VOO returned +22.62%. Year to date, KBWP is up 8.63% versus a gain of 13.44% for VOO.

Over three years, KBWP compounded at +19.51% per year against +21.47% for VOO; over five years the annualized figures are +13.24% and +13.27% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs +12.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KBWP has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -40.3% for KBWP and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KBWP charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, KBWP currently yields 1.94% against 1.09% for VOO.

Holdings Overlap

1.1%overlap

KBWP and VOO share 15 holdings out of 514 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KBWPWeight in VOODifference
PGR8.35%0.20%8.15%
TRV8.25%0.11%8.14%
CB7.99%0.19%7.80%
AONProProPro
CINFProProPro
ALLProProPro
AJGProProPro
BROProProPro
WRBProProPro
ACGLProProPro
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Frequently Asked Questions

Which is cheaper, KBWP or VOO?

KBWP has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, KBWP or VOO?

Over the past year KBWP returned +15.68% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), KBWP annualized +12.09% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, KBWP or VOO?

KBWP has been the more volatile fund at 15.6% annualized versus 14.1% for VOO. Worst drawdown: KBWP -40.3% vs VOO -34.3%.

Should I hold both KBWP and VOO?

KBWP and VOO have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KBWP and VOO?

KBWP and VOO share 15 common holdings with a 1.1% weight overlap. Combined, they hold 514 unique securities.

Which pays a higher dividend, KBWP or VOO?

KBWP yields 1.94% while VOO yields 1.09%, so KBWP currently pays the higher dividend yield.

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