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Upturn AI SWOT - About
Invesco KBW Bank ETF (KBWB)
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Upturn Advisory Summary
06/27/2025: KBWB (4-star) is a STRONG-BUY. BUY since 26 days. Profits (10.80%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type ETF | Historic Profit 26.65% | Avg. Invested days 45 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.32 | 52 Weeks Range 50.57 - 71.49 | Updated Date 06/29/2025 |
52 Weeks Range 50.57 - 71.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco KBW Bank ETF
ETF Overview
Overview
The Invesco KBW Bank ETF (KBWB) is designed to track the performance of the KBW Nasdaq Bank Index. This index is a modified market capitalization-weighted index that seeks to reflect the performance of companies in the U.S. banking sector. The ETF offers exposure to a broad range of national money center banks, regional banks, and thrift institutions.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record in the ETF market.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts specializing in sector-specific ETFs.
Investment Objective
Goal
The fund seeks to track the investment results (before fees and expenses) of the KBW Nasdaq Bank Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it invests in all or substantially all of the securities in the KBW Nasdaq Bank Index, holding them in approximately the same proportions as their weighting in the index.
Composition The ETF primarily holds stocks of publicly traded banks within the United States.
Market Position
Market Share: KBWB holds a significant market share within the banking ETF segment, although it's not the largest.
Total Net Assets (AUM): 1769477837.69
Competitors
Key Competitors
- SPDR S&P Bank ETF (KBE)
- iShares U.S. Regional Banks ETF (IAT)
Competitive Landscape
The banking ETF industry is relatively concentrated, with a few key players holding the majority of assets. KBWB competes primarily with KBE and IAT. KBWB's advantage lies in the specific index it tracks, while its disadvantage might be a higher expense ratio compared to some competitors and less diversification compared to KBE.
Financial Performance
Historical Performance: Historical performance data is dependent on the time period considered; refer to financial resources for specific numbers.
Benchmark Comparison: The ETF's performance closely tracks the KBW Nasdaq Bank Index, with slight variations due to fees and expenses.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume of KBWB is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for KBWB is typically tight, suggesting efficient trading.
Market Dynamics
Market Environment Factors
KBWB's performance is heavily influenced by interest rates, economic growth, regulatory changes, and overall market sentiment towards the financial sector.
Growth Trajectory
The ETF's growth is tied to the performance of the banking sector. Any strategic changes would be announced in their prospectus.
Moat and Competitive Advantages
Competitive Edge
KBWB's competitive advantage stems from its established track record and the well-known KBW Nasdaq Bank Index, which is widely recognized as a benchmark for the banking sector. This gives KBWB a certain brand recognition and investor familiarity. While it faces competition from other bank ETFs, KBWB maintains a position as a viable option for investors looking for targeted exposure to the banking industry. It is an alternative that investors can select based on their individual preferences.
Risk Analysis
Volatility
KBWB's volatility is generally correlated with the volatility of the banking sector, which can be higher than the overall market.
Market Risk
The ETF is subject to market risk, interest rate risk, credit risk, and regulatory risk, all of which can impact the performance of the underlying bank stocks.
Investor Profile
Ideal Investor Profile
The ideal investor for KBWB is someone seeking targeted exposure to the U.S. banking sector, believes in the long-term growth potential of banks, and understands the associated risks.
Market Risk
KBWB is suitable for both long-term investors seeking sector diversification and active traders looking to capitalize on short-term movements in the banking sector.
Summary
The Invesco KBW Bank ETF (KBWB) offers targeted exposure to the U.S. banking sector by tracking the KBW Nasdaq Bank Index. Its performance is heavily influenced by interest rates, economic growth, and regulatory changes. While facing competition, KBWB remains a viable option for investors seeking to capitalize on the banking sector's growth. Investors should carefully consider the risks associated with investing in the banking sector, including market risk and interest rate risk. The ETF is suitable for both long-term and active investment strategies to a medium risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco KBW Bank ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index of companies primarily engaged in U.S. banking activities, as determined by the index provider. The underlying index is designed to track the performance of large national U.S. money centers, regional banks, and thrift institutions that are publicly traded in the U.S. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.