Skip to content
Beacon

KBWBInvesco KBW Bank ETF

Grow my money#237 of 2944 for Grow my money

Seeks to track the investment results of the KBW Nasdaq Bank Index.

Invesco · Since 2011 (14 years)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$4.8B

#399 out of 5,332 ETFs

Dividend Yield

2.27%

Track Record

14 years

#953 out of 5,332 ETFs

Performance

1 Year

+46.8%

3 Years

+32.8%

5 Years

+9.3%

What's inside

Asset class
Strategy
index tracking
Cap
large

Asset allocation

Stocks
99.8%
Cash
0.1%

Sector breakdown

Financial Services
100.0%

Top holdings

Morgan StanleyMS8.1%
The Goldman Sachs Group IncGS8.1%
JPMorgan Chase & CoJPM8.0%
Bank of America CorpBAC8.0%
Wells Fargo & CoWFC8.0%
Citigroup IncC4.2%
Bank of New York Mellon CorpBK4.1%
State Street CorpSTT4.0%
PNC Financial Services Group IncPNC4.0%
M&T Bank CorpMTB3.9%

Risk profile

Volatility (1Y)

20.6%

High

Max drawdown

-50.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.14

Excellent risk-adjusted returns

Sortino (3Y)

1.70

Good downside protection

Similar ETFs

Data updated on 2026-05-05