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Invesco KBW Property & Casualty Insurance ETF (KBWP)



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Upturn Advisory Summary
07/10/2025: KBWP (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 15.12% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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) 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.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of providing various ETF products.
Management Expertise
Invesco has a dedicated team of investment professionals with expertise in managing sector-specific ETFs and utilizing indexing strategies.
Investment Objective
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
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.
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.

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