Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco KBW Bank ETF (KBWB)
Top performer
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: KBWB (4-star) is a STRONG-BUY. BUY since 59 days. Profits (16.90%). 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.
Analysis of Past Performance
Type ETF | Historic Profit 33.64% | Avg. Invested days 49 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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, providing exposure to publicly traded companies primarily engaged in banking activities in the United States. It offers a targeted investment in the financial sector, focusing on banks.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in offering ETFs.
Management Expertise
Invesco has a dedicated team of investment professionals managing various ETFs, including KBWB, with experience in sector-specific investments.
Investment Objective
Goal
The investment objective of KBWB is to track the investment results, before fees and expenses, of the KBW Nasdaq Bank Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the KBW Nasdaq Bank Index.
Composition The ETF holds a basket of stocks representing the banking sector, primarily focusing on US-based banks.
Market Position
Market Share: KBWB holds a significant market share within the bank-focused ETFs, though not the entirety of it.
Total Net Assets (AUM): 1500000000
Competitors
Key Competitors
- SPDR S&P Bank ETF (KBE)
- iShares U.S. Regional Banks ETF (IAT)
Competitive Landscape
The bank ETF industry is competitive, with KBWB, KBE and IAT being major players. KBWB tracks the KBW Nasdaq Bank Index, which could give it a performance edge if that index outperforms. Competitors may have lower expense ratios or different weighting methodologies which can affect relative performance and risk.
Financial Performance
Historical Performance: Historical performance data should be consulted from official sources. Performance varies with market conditions.
Benchmark Comparison: The ETF's performance is compared to the KBW Nasdaq Bank Index to assess tracking efficiency.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KBWB exhibits good liquidity, as demonstrated by its average daily trading volume.
Bid-Ask Spread
The bid-ask spread for KBWB is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and regulatory changes significantly impact KBWB's performance. The health of the banking sector and overall market sentiment also play a crucial role.
Growth Trajectory
KBWB's growth is tied to the banking sector's performance. Changes to strategy are infrequent, and holdings are rebalanced to reflect index changes.
Moat and Competitive Advantages
Competitive Edge
KBWB's competitive edge comes from tracking the well-known KBW Nasdaq Bank Index, a widely recognized benchmark for the banking sector. Its focused exposure to banks makes it a precise tool for investors betting on the industry. The established brand name of Invesco also provides confidence to investors. It is a well-established ETF with a strong trading volume, which helps to keep spreads tight and transaction costs low. KBWB offers diversified exposure within the banking sector, reducing single-stock risk.
Risk Analysis
Volatility
KBWB's volatility is linked to the banking sector's sensitivity to economic and interest rate fluctuations.
Market Risk
Specific risks include interest rate risk, credit risk, and regulatory risk, which are inherent in the banking industry.
Investor Profile
Ideal Investor Profile
The ideal investor profile for KBWB is someone looking for targeted exposure to the banking sector, seeking potential capital appreciation, and comfortable with sector-specific risks.
Market Risk
KBWB may suit long-term investors seeking sector diversification or active traders looking to capitalize on short-term market movements in the banking sector.
Summary
The Invesco KBW Bank ETF (KBWB) provides investors with a targeted and liquid way to access the performance of the US banking sector. By tracking the KBW Nasdaq Bank Index, KBWB offers a diversified exposure to banks, making it suitable for those bullish on the banking industry. The ETF's performance is closely tied to economic conditions and regulatory changes impacting banks. However, it is important to note KBWB has sector-specific risks. Invesco's established reputation and a good Average Trading Volume make KBWB a reliable option for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are 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 is subject to change.
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.