KBWRInvesco KBW Bank ETF

Grow my money#1362 of 2944 for Grow my money

Seeks to track the investment results of the KBW Nasdaq Regional Banking Index.

Invesco · Since 2011 (14 years)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$51M

#3331 out of 5,332 ETFs

Dividend Yield

2.48%

Track Record

14 years

#953 out of 5,332 ETFs

Performance

1 Year

+35.0%

3 Years

+22.3%

5 Years

+5.4%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Sector

financials

Asset allocation

Stocks

99.9%

Cash

0.1%

Sector breakdown

Financial Services

100.0%

Top holdings

Webster Financial CorpWBS4.0%

SouthState CorpSSB3.9%

Wintrust Financial CorpWTFC3.7%

UMB Financial CorpUMBF3.6%

Old National BancorpONB3.6%

Axos Financial IncAX2.2%

Glacier Bancorp IncGBCI2.2%

Popular IncBPOP2.1%

BOK Financial CorpBOKF2.1%

Atlantic Union Bankshares CorpAUB2.1%

Risk profile

Volatility (1Y)

23.2%

High

Max drawdown

-52.9%

Worst peak-to-trough loss

Sharpe (3Y)

0.71

Decent risk-adjusted returns

Sortino (3Y)

1.11

Good downside protection

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