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Upturn AI SWOT - About
Invesco KBW High Dividend Yield Financial ETF (KBWD)
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Upturn Advisory Summary
08/14/2025: KBWD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.66% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.36 | 52 Weeks Range 11.58 - 15.01 | Updated Date 06/29/2025 |
52 Weeks Range 11.58 - 15.01 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco KBW High Dividend Yield Financial ETF
ETF Overview
Overview
The Invesco KBW High Dividend Yield Financial ETF (KBWD) seeks to track the investment results of the KBW High Dividend Yield Financial Index. The fund invests in dividend-paying U.S. financial companies, offering exposure to sectors like banks, insurance, and asset management.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has experienced professionals managing their ETFs, providing financial expertise.
Investment Objective
Goal
The primary investment goal of KBWD is to track the investment results of the KBW High Dividend Yield Financial Index.
Investment Approach and Strategy
Strategy: KBWD employs a passive management strategy, tracking the KBW High Dividend Yield Financial Index.
Composition The ETF primarily holds stocks of U.S. financial companies that pay high dividends.
Market Position
Market Share: KBWD holds a moderate market share within the high dividend yield financial ETF segment.
Total Net Assets (AUM): 153862126.17
Competitors
Key Competitors
- Global X SuperDividend U.S. ETF (DIV)
- First Trust Morningstar Dividend Leaders Index Fund (FDL)
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Competitive Landscape
The high dividend financial ETF sector is competitive. KBWD provides exposure to a specific financial sector with high dividend yields, which is an advantage for those seeking concentrated financial sector exposure. However, it may be more volatile than broader dividend ETFs. Competitors such as DIV and SPYD offer broader diversification but may have lower yields.
Financial Performance
Historical Performance: KBWD's historical performance fluctuates based on the performance of the financial sector and dividend yields.
Benchmark Comparison: KBWD's performance is compared against the KBW High Dividend Yield Financial Index to assess tracking effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KBWD exhibits moderate liquidity, with an average daily trading volume ensuring ease of trading for most investors.
Bid-Ask Spread
The bid-ask spread is generally reasonable, offering cost-effective trading, though it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and the overall health of the financial sector significantly impact KBWD's performance.
Growth Trajectory
KBWD's growth trajectory is tied to the dividend payouts and financial performance of the companies within the financial sector, with occasional adjustments to holdings to maintain index alignment.
Moat and Competitive Advantages
Competitive Edge
KBWD's competitive edge lies in its focus on high-dividend-yielding financial stocks, offering targeted exposure to this specific market segment. This targeted focus can be attractive to investors seeking high income from the financial sector. However, this focus also concentrates risk, making it less diversified compared to broader market ETFs. The fund's established track record and Invesco's reputation provide some stability.
Risk Analysis
Volatility
KBWD may exhibit higher volatility due to its concentrated exposure in the financial sector.
Market Risk
Market risk includes interest rate sensitivity, regulatory changes in the financial industry, and economic downturns impacting financial institutions.
Investor Profile
Ideal Investor Profile
The ideal investor for KBWD is someone seeking high dividend income from the financial sector and willing to accept higher sector-specific risk.
Market Risk
KBWD is suitable for long-term investors seeking income, though active monitoring is recommended due to sector concentration.
Summary
The Invesco KBW High Dividend Yield Financial ETF (KBWD) aims to provide income through high-dividend-yielding financial stocks, making it suitable for income-seeking investors with a higher risk tolerance. The ETF's performance is highly dependent on the financial sector's performance and the stability of dividend payouts. While it offers targeted exposure, it lacks the diversification of broader dividend ETFs, requiring careful consideration of market and sector risks. Invescou2019s reputation adds a degree of reliability, but vigilant monitoring of the financial sector's health is essential for KBWD investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor.
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 High Dividend Yield Financial 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-dividend yield-weighted index of companies principally engaged in the business of providing financial services and products, as determined by the index provider. The underlying index is designed to track the performance of financial companies with competitive dividend yields that are publicly-traded in the U.S.
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.