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KBWP
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Invesco KBW Property & Casualty Insurance ETF (KBWP)

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$118.74
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

07/10/2025: KBWP (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 15.12%
Avg. Invested days 72
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/10/2025

Key Highlights

Volume (30-day avg) -
Beta 0.45
52 Weeks Range 98.62 - 126.47
Updated Date 06/29/2025
52 Weeks Range 98.62 - 126.47
Updated Date 06/29/2025

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Invesco KBW Property & Casualty Insurance ETF

ETF Overview

overview logo Overview

The Invesco KBW Property & Casualty Insurance ETF (KBWP) is designed to track the performance of the KBW Property & Casualty Insurance Index. It invests in a broad range of U.S. property and casualty insurance companies, offering exposure to this specific financial sector.

reliability logo Reputation and Reliability

Invesco is a well-established and reputable global investment management firm with a long track record of providing various ETF products.

reliability logo Management Expertise

Invesco has a dedicated team of investment professionals with expertise in managing sector-specific ETFs and utilizing indexing strategies.

Investment Objective

overview logo Goal

The investment objective is to track the investment results, before fees and expenses, of the KBW Property & Casualty Insurance Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the KBW Property & Casualty Insurance Index.

Composition The ETF primarily holds stocks of companies involved in the property and casualty insurance industry.

Market Position

Market Share: KBWP holds a sizable, but not dominant, market share within the property and casualty insurance ETF category.

Total Net Assets (AUM): 175800000

Competitors

overview logo Key Competitors

  • First Trust Financials AlphaDEX Fund (FXO)
  • SPDR S&P Insurance ETF (KIE)
  • iShares U.S. Insurance ETF (IAK)

Competitive Landscape

The competitive landscape is characterized by a few key players offering similar exposure to the property and casualty insurance sector. KBWP benefits from Invesco's brand recognition and established indexing methodology. However, FXO offers an alternative weighting strategy, while KIE has a slightly different index construction and may have a lower expense ratio. IAK, from Ishares is also a significant competitor with good AUM. The choice depends on investor preference for index tracking versus alpha-seeking strategies, expense ratios, and liquidity.

Financial Performance

Historical Performance: Historical performance data should be obtained from reliable financial data sources. (Replace with actual data when available).

Benchmark Comparison: Benchmark comparison involves comparing KBWP's returns against the KBW Property & Casualty Insurance Index. (Replace with actual data when available).

Expense Ratio: 0.35

Liquidity

Average Trading Volume

KBWP exhibits moderate liquidity, as reflected in its average daily trading volume, which facilitates relatively easy buying and selling of shares.

Bid-Ask Spread

The bid-ask spread for KBWP is typically tight, indicating efficient trading and minimal transaction costs.

Market Dynamics

Market Environment Factors

KBWP's performance is influenced by factors such as interest rates, insurance industry regulations, catastrophe events, and overall economic growth.

Growth Trajectory

KBWP's growth is closely tied to the performance of the underlying property and casualty insurance sector, including changes to strategy and holdings that maintain the index representation.

Moat and Competitive Advantages

Competitive Edge

KBWP's competitive advantage lies in its targeted exposure to the property and casualty insurance sector and the backing of a well-known issuer. The fund provides investors with convenient access to a specific segment of the financial industry. Invesco's experience in managing sector-specific ETFs contributes to the ETF's reliability. The low expense ratio helps to retain its competitive advantage and make it accessible to investors, making it a viable option to diversify their portfolios.

Risk Analysis

Volatility

KBWP's volatility is generally in line with the broader financial sector and can be affected by market-wide events and industry-specific risks.

Market Risk

KBWP is subject to market risk, including fluctuations in stock prices, changes in interest rates, and the impact of economic events on the property and casualty insurance industry.

Investor Profile

Ideal Investor Profile

The ideal investor for KBWP is someone seeking targeted exposure to the U.S. property and casualty insurance sector as part of a broader portfolio.

Market Risk

KBWP is suitable for investors with a moderate risk tolerance who seek long-term capital appreciation or income through dividends from insurance companies.

Summary

The Invesco KBW Property & Casualty Insurance ETF (KBWP) provides targeted exposure to the U.S. property and casualty insurance sector through a passive indexing strategy. Backed by Invesco, it's known for its reliability and convenience in accessing the sector. Its performance is closely linked to the insurance industry's dynamics and economic conditions, impacting its moderate volatility. KBWP suits investors who are seeking to include this industry as part of their portfolios for long-term returns.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Invesco Official Website
  • ETF.com
  • Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Invesco KBW Property & Casualty Insurance 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 designed to track the performance of companies primarily engaged in U.S. property and casualty insurance activities, as determined by the index provider. The fund is non-diversified.