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
09/16/2025: KBWB (5-star) is a STRONG-BUY. BUY since 81 days. Simulated Profits (20.88%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 38.18% | Avg. Invested days 53 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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) tracks the KBW Nasdaq Bank Index, providing exposure to the U.S. banking sector. It focuses on companies involved in banking activities, offering a concentrated investment in this specific industry.
Reputation and Reliability
Invesco is a well-established ETF provider with a strong reputation and a wide range of investment products.
Management Expertise
Invesco has a team of experienced professionals managing its ETFs, demonstrating expertise in investment management and sector-specific strategies.
Investment Objective
Goal
The ETF's goal 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, aiming to replicate the composition and performance of the KBW Nasdaq Bank Index.
Composition The ETF primarily holds stocks of U.S. banks, reflecting the index's focus on banking institutions. The portfolio is concentrated due to its sector-specific nature.
Market Position
Market Share: KBWB holds a moderate market share in the bank ETF category.
Total Net Assets (AUM): 1700000000
Competitors
Key Competitors
- SPDR S&P Bank ETF (KBE)
- iShares U.S. Regional Banks ETF (IAT)
Competitive Landscape
The bank ETF industry is dominated by a few key players. KBWB's advantage lies in its specific index tracking, while its disadvantages include potential underperformance if the index is not favorable. KBE has a broader benchmark, while IAT focuses on regional banks. The cost and liquidity metrics also affect competitiveness.
Financial Performance
Historical Performance: Historical performance varies depending on economic conditions and interest rate environments. Investors should review the fund's fact sheet for specific annual returns.
Benchmark Comparison: The ETF's performance should closely mirror the KBW Nasdaq Bank Index, with slight deviations due to fees and tracking error.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, facilitating cost-effective trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, GDP growth, and regulatory changes significantly impact the performance of bank ETFs.
Growth Trajectory
Growth depends on the health of the banking sector, which is influenced by economic cycles and financial regulations. There have been no recent changes to strategy or holdings that have influenced growth.
Moat and Competitive Advantages
Competitive Edge
KBWB's competitive edge stems from its targeted exposure to the KBW Nasdaq Bank Index, which is a well-recognized benchmark for the banking sector. The ETF's low expense ratio compared to some competitors adds to its appeal. It offers a straightforward way for investors to access the performance of major U.S. banks. However, its niche focus may not be suitable for all investors. Its historical performance will fluctuate as it is tied to the banking sector.
Risk Analysis
Volatility
The ETF's volatility is typically moderate to high, depending on the stability of the financial sector.
Market Risk
Market risk is significant, as the ETF's performance is tied to the performance of the banking sector, which is sensitive to economic conditions and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the U.S. banking sector and willing to accept sector-specific risks.
Market Risk
This ETF is more suitable for investors with a specific interest in the banking sector rather than passive index followers. It is best for investors with a higher risk tolerance and a medium to long term horizon.
Summary
The Invesco KBW Bank ETF (KBWB) provides a concentrated investment in the U.S. banking sector by tracking the KBW Nasdaq Bank Index. Its performance is closely tied to the health of the banking industry and broader economic conditions. While offering targeted exposure, investors should be aware of sector-specific risks. The fund has a low expense ratio and good liquidity, making it an attractive option for those with a bullish outlook on banks. It may be suitable for medium to long term investors with higher risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor and conducting thorough research.
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.