XLF vs KBWP
YTDYear to date
KBWP wins+5.1 pts
Past year
KBWP wins+10.9 pts
Fee
XLF winslower fee
Yield
KBWP wins+0.3 pts
AUM
XLF176.6× more
3–1KBWP wins
XLF and KBWP · year-to-date · as of Nov 5, 2026 · AUM not scored
KBWP vs S&P 500
1M$143.56 · +2.7% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M ▼3MYTD1Y3Y5YMAX
Total return+2.7%+15.2%+5.2%+14.5%+26.2%+74.8%+99.3%+688.8%
Peer average+3.0%+5.9%−1.6%+9.1%+17.7%+94.3%+55.1%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Invesco KBWP and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
KBWP’s Holdings
TodayCBChubb8.2%TRV8.2%MRSH8.1%PGR8.0%AON7.8%WRB4.2%ACGL4.2%CINF4.1%AIG4.0%AJG3.9%EG3.9%ALL3.8%BRO3.7%HIG3.7%WTW3.7%AIZ3.7%RNR3.6%AFG3.2%THG2.2%AXS1.9%RLI1.5%SIGI3 more
Insurance - PropertyInsurance - BrokersInsurance - DiversifiedInsurance - Reinsurance
Invesco KBWP · 25 holdings · tile size = share of the fund · as of Nov 4, 2026
All 33 Financials ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDRReadDesk | 0.08% | 1.4% | +9.4% | +9.4% | $53.8B | |
| 2 | VFH | FinancialsReadDesk | 0.09% | 1.6% | +8.8% | +8.8% | $12.7B | |
| 3 | KBWB | KBW BankReadDesk | 0.35% | 2.0% | +10.1% | +10.1% | $6.7B | |
| 4 | KRE | State Street SPDR S&P Regional BankingReadDesk | 0.35% | 2.2% | +16.4% | +16.4% | $4.2B | |
| 5 | IYF | U.S. FinancialsReadDesk | 0.37% | 1.4% | +7.2% | +7.2% | $3.9B | |
| 6 | EUFN | MSCI Europe FinancialsReadDesk | 0.49% | 4.2% | +10.6% | +10.6% | $3.1B | |
| 7 | IYG | U.S. Financial ServicesReadDesk | 0.37% | 1.0% | +7.9% | +7.9% | $2.3B | |
| 8 | FNCL | Fidelity MSCI FinancialsReadDesk | 0.08% | 1.5% | +8.9% | +8.9% | $2.2B | |
| 9 | PFXF | VanEck Preferred Securities ex FinancialsReadDesk | 0.40% | 6.4% | −0.8% | −0.8% | $2.2B | |
| 10 | KBE | State Street SPDR S&P BankReadDesk | 0.35% | 2.2% | +13.7% | +13.7% | $1.6B | |
| 11 | FXO | First Trust Financials AlphaDEXReadDesk | 0.60% | 2.1% | +11.9% | +11.9% | $1.1B | |
| 12 | IXG | Global FinancialsReadDesk | 0.38% | 2.1% | +13.3% | +13.3% | $727M | |
| 13 | IAT | U.S. Regional BanksReadDesk | 0.37% | 2.7% | +13.1% | +13.1% | $646M | |
| 14 | PGF | Financial PreferredReadDesk | 0.56% | 6.8% | −5.1% | −5.1% | $583M | |
| 15 | KIE | State Street SPDR S&P InsuranceReadDesk | 0.35% | 1.5% | +10.6% | +10.6% | $563M | |
| 16 | IAK | U.S. InsuranceReadDesk | 0.37% | 2.3% | +15.0% | +15.0% | $498M |
1–16 of 33Page 1 of 3
Financials · current AUM · as of Nov 5, 2026
KBWP Payouts by Year
13YLatest payout, Sep 2026
$0.36
a share · every quarter
1.7% yield
1.7% yield
13 years added up
$18.96 a share
$18.96 a share
Invesco KBWP · per-share distributions by ex-date · 2014–2026
KBWP’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDR ETFReadVersus | 0.08% | 1.4% | +3.5% | +9.4% | +15.3% | $53.8B | |
| 2 | VFH | Vanguard Financials ETFReadVersus | 0.09% | 1.6% | +3.3% | +8.8% | +14.9% | $12.7B | |
| 3 | KBWB | Invesco KBW Bank ETFReadVersus | 0.35% | 2.0% | +2.4% | +10.1% | +21.2% | $6.7B | |
| 4 | KRE | State Street SPDR S&P Regional Banking ETFReadVersus | 0.35% | 2.2% | +1.7% | +16.4% | +26.2% | $4.2B | |
| 5 | IYF | iShares U.S. Financials ETFReadVersus | 0.37% | 1.4% | +3.3% | +7.2% | +13.5% | $3.9B | |
| 6 | KBWP | Invesco KBW Property & Casualty Insurance ETFThis fund | 0.35% | 1.7% | +2.7% | +14.5% | +26.2% | $305M |
#6 of 29 this year · #10 cheapest of 33 · sorted by assetsOpen the Sectors table →
KBWP and its peer group · total return · as of Nov 5, 2026
Cards for This View
KBWP’s Top 10 Holdings
Today60.6%of KBWP sits in these 10
Invesco KBWP · weight in the fund · as of Nov 4, 2026
KBWP’s Holdings
TodayCBChubb8.2%TRV8.2%MRSH8.1%PGR8.0%AON7.8%WRB4.2%ACGL4.2%CINF4.1%AIG4.0%AJG3.9%EG3.9%ALL3.8%BRO3.7%HIG3.7%WTW3.7%AIZ3.7%RNR3.6%AFG3.2%THG2.2%AXS1.9%RLI1.5%SIGI3 more
Insurance - PropertyInsurance - BrokersInsurance - DiversifiedInsurance - Reinsurance
Invesco KBWP · 25 holdings · tile size = share of the fund · as of Nov 4, 2026
KBWP vs Peer Average
YTDKBWPAvsBPeer average
1D+2.7%+3.0%
1M+15.2%+5.9%
3M+5.2%−1.6%
YTD+14.5%+9.1%
1Y+26.2%+17.7%
3Y+74.8%+94.3%
5Y+99.3%+55.1%
5–2KBWP wins
32 Financials peers · each row scaled to its leader