KBWB
Invesco KBW Bank ETFKBWB Fund Description
KBWB tracks a market cap weighed index of US banking firms.
KBWB Factset Analytics Insight
KBWB provides the best exposure to the broad US banking market. The fund uses a market-cap weighting strategy that comes closest to matching the top-heavy nature of the segment. Its average market cap is more than twice that of its closest competitor. By industry, the fund strays a bit by including investment management & fund operators, and firms from other industries outside the scope of our benchmark. Still, KBWB is the best proxy for the broad industry. While KBWB's liquidity could be better, retail traders will still find tight spreads, and there's ample liquidity for block trades. KBWB charges an average fee for a specialist fund, and tight tracking keeps holding costs in line with that fee.
KBWB MSCI ESG Analytics Insight
Invesco KBW Bank ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.40 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco KBW Bank ETF ranks in the 19th percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
KBWB MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
KBWB Charts And Performance
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KBWB Summary Data
KBWB Portfolio Data
KBWB Index Data
KBWB Portfolio Management
KBWB Tax Exposures
KBWB Fund Structure
KBWB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KBWB. KBWB is rated a 5 out of 5.
KBWB Tradability
KBWB Sector/Industry Breakdown
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KBWB Top 10 Holdings[View All]
KBWB Countries
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KBWB Regions
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KBWB Economic Development
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KBWB Performance Statistics
KBWB MSCI ESG Ratings
KBWB Benchmark Comparison Summary
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KBWB Benchmark Comparison Market Cap Size
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