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Invesco KBW Property & Casualty Insurance ETF (KBWP)
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Upturn Advisory Summary
11/05/2025: KBWP (1-star) is currently NOT-A-BUY. Pass it for now.
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 11.22% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 |
Upturn AI SWOT
Invesco KBW Property & Casualty Insurance ETF
ETF Overview
Overview
The Invesco KBW Property & Casualty Insurance ETF (KBWP) tracks the KBW Nasdaq Property & Casualty Insurance Index, providing exposure to US-listed companies in the property and casualty insurance sector. The fund aims for capital appreciation by investing in a diversified portfolio of these companies.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of providing various ETF products.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in the financial services sector, including insurance, contributing to the ETF's management.
Investment Objective
Goal
The primary investment goal is to achieve capital appreciation by replicating the performance of the KBW Nasdaq Property & Casualty Insurance Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all the stocks in the KBW Nasdaq Property & Casualty Insurance Index in proportion to their weighting in the index.
Composition The ETF holds stocks of companies involved in property and casualty insurance, including insurers, reinsurers, and brokers.
Market Position
Market Share: KBWP holds a significant but not dominating market share within the property and casualty insurance ETF segment.
Total Net Assets (AUM): 171000000
Competitors
Key Competitors
- SPDR S&P Insurance ETF (KIE)
- iShares U.S. Insurance ETF (IAK)
Competitive Landscape
The competitive landscape includes a few major ETFs that offer similar exposure to the insurance sector. KBWP focuses specifically on property and casualty insurers, while competitors might have broader insurance coverage. KBWP's advantage lies in its specific index tracking, but its expense ratio might be a disadvantage compared to some competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers. A typical dataset could include average annual returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: Comparison with the KBW Nasdaq Property & Casualty Insurance Index is essential to assess tracking effectiveness. The ETF's returns should closely mirror the index's performance.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with an average daily trading volume suitable for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, regulatory changes, and natural disasters significantly impact the performance of property and casualty insurers. Inflation also has a large effect.
Growth Trajectory
The growth trajectory mirrors the performance and outlook of the property and casualty insurance industry, with adjustments reflecting index rebalancing and expense management. The trend of rising premiums will help performance.
Moat and Competitive Advantages
Competitive Edge
KBWP's competitive advantage lies in its focused exposure to the property and casualty insurance sub-sector and the brand recognition of Invesco. The ETF's strategy is to replicate the index, and the holdings are heavily weighted towards the biggest companies in the industry. It does not offer any unique or highly differentiated features compared to peers but provides targeted exposure to a specific niche of the financial services sector. Its market share, while not dominant, indicates solid investor adoption.
Risk Analysis
Volatility
Historical volatility can be assessed using standard deviation measures. Insurance companies are sensitive to things like interest rates, but typically less volatile than other sectors.
Market Risk
Market risks include exposure to industry-specific risks, such as underwriting losses from catastrophic events, changes in regulatory environments, and interest rate fluctuations impacting investment portfolios.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to the property and casualty insurance sector and is comfortable with sector-specific risks and moderate volatility.
Market Risk
KBWP is suitable for long-term investors seeking sector-specific exposure and potential dividend income, or for active traders looking to capitalize on short-term trends in the insurance industry.
Summary
The Invesco KBW Property & Casualty Insurance ETF (KBWP) offers focused exposure to the property and casualty insurance sector through replication of the KBW Nasdaq Property & Casualty Insurance Index. The ETF provides capital appreciation potential and dividend income. KBWP is a reasonable choice for investors looking for targeted exposure to this sub-sector of the insurance industry. Investors must consider industry-specific risks and its expense ratio compared to similar ETFs before investing.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be based on individual circumstances and risk tolerance. Past performance is not indicative of future results.
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 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.
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.