KBWDInvesco KBW High Dividend Yield Financial ETF
KBWD Fund Description
KBWD tracks a dividend-yield-weighted index of US financial firms.
KBWD Factset Analytics Insight
KBWD seeks to provide exposure to the financial sector in the US. Aside from selecting stocks with competitive dividend yields, the fund also follows a modified dividend-weighting methodology. This focus on high-dividend stocks tilts KBWD’s portfolio materially away from the broad financials market. It also excludes industry giants, in favor of smaller companies offering bigger yields. It follows that KBWD tilts small. The fund’s dividend-centric strategy also leads to massive sector bets, as it underweights insurance companies and loads up on REITs and private equity. The index and is reconstituted and rebalanced on a quarterly basis.
KBWD 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.
KBWD Summary Data
KBWD Portfolio Data
KBWD Index Data
KBWD Portfolio Management
KBWD Tax Exposures
KBWD Fund Structure
KBWD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KBWD. KBWD is rated a 4 out of 5.
KBWD Sector/Industry Breakdown
KBWD Top 10 Holdings[View All]
KBWD Economic Development
KBWD Performance Statistics
KBWD Benchmark Comparison Summary
KBWD Benchmark Comparison Market Cap Size