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Upturn AI SWOT - About
Invesco KBW Property & Casualty Insurance ETF (KBWP)
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Upturn Advisory Summary
09/16/2025: KBWP (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 12.35% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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) seeks to track the KBW Nasdaq Property & Casualty Insurance Index, providing exposure to US-listed property and casualty insurance companies. It aims for capital appreciation by investing in a diversified portfolio of these companies.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of offering a wide range of ETFs.
Management Expertise
Invesco has a dedicated team of investment professionals with expertise in managing ETFs and sector-specific funds.
Investment Objective
Goal
The ETF aims to replicate the performance of the KBW Nasdaq Property & Casualty Insurance Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it invests in all or substantially all of the securities included in the underlying index, in proportion to their index weightings.
Composition The ETF primarily holds stocks of property and casualty insurance companies listed in the US.
Market Position
Market Share: KBWP holds a significant market share within the property and casualty insurance ETF category, although it's not the only player.
Total Net Assets (AUM): 167490000
Competitors
Key Competitors
- First Trust Financials AlphaDEX ETF (FXO)
- SPDR S&P Insurance ETF (KIE)
Competitive Landscape
The property and casualty insurance ETF market is relatively concentrated. KBWP competes with broad financials ETFs like FXO as well as other insurance-specific ETFs like KIE. KBWP's competitive advantage lies in its focus on the KBW Nasdaq Property & Casualty Insurance Index. A disadvantage is its relatively smaller AUM compared to some broader financials ETFs.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers, showing returns over different periods such as 1-year, 3-year, 5-year, and 10-year, as well as since inception. This data varies and requires specific real-time retrieval.
Benchmark Comparison: The ETF's performance is typically compared to the KBW Nasdaq Property & Casualty Insurance Index to assess tracking accuracy.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume for KBWP is moderate, which generally ensures ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating relatively low transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and regulatory changes affecting the insurance industry can significantly influence KBWP's performance.
Growth Trajectory
The growth trajectory of KBWP is tied to the performance of the property and casualty insurance sector. Changes in strategy are unlikely due to the passive nature, however holdings are rebalanced as part of index tracking.
Moat and Competitive Advantages
Competitive Edge
KBWP's competitive advantage stems from its focus on property and casualty insurance, providing targeted exposure to this sector. The fund tracks a well-known index. Invesco's brand and ETF management expertise contribute to its appeal. However, its advantage is not a wide moat as similar ETFs exist and compete.
Risk Analysis
Volatility
KBWP's volatility is generally reflective of the property and casualty insurance sector, which can be influenced by events such as natural disasters and changes in insurance regulations.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and broader economic downturns affecting the financial sector.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to the US property and casualty insurance sector. This could include investors seeking sector diversification or those with a bullish outlook on the insurance industry.
Market Risk
KBWP is suitable for long-term investors seeking sector-specific exposure. Active traders may also use it for tactical allocation based on their views of the insurance market.
Summary
The Invesco KBW Property & Casualty Insurance ETF offers targeted exposure to US-listed property and casualty insurance companies by tracking the KBW Nasdaq Property & Casualty Insurance Index. It's managed by Invesco, a reputable issuer, and has a moderate expense ratio. Investors should consider the risks associated with the insurance sector and the potential impact of market fluctuations. KBWP is most suitable for those seeking sector-specific exposure as part of a diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data is based on available information as of the current date and is subject to change.
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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