XLF vs KBWP
YTDYear to date
KBWP wins+4.6 pts
Past year
KBWP wins+7.9 pts
Fee
XLF winslower fee
Yield
KBWP wins+0.3 pts
AUM
XLF175.2× more
3–1KBWP wins
XLF and KBWP · year-to-date · as of Nov 10, 2026 · AUM not scored
KBWP vs S&P 500
MAX$140.15 · +0.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+0.3%+11.0%+4.7%+11.8%+20.3%+66.4%+94.0%+670.1%
Peer average+2.0%+4.5%−2.8%+7.8%+15.7%+83.9%+50.3%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Invesco KBWP and Vanguard VOO · total return, dividends in · as of Nov 10, 2026
KBWP’s Holdings
TodayTRVTravelers Cos /The8.2%MRSH8.2%CB8.2%PGR7.9%AON7.9%WRB4.2%ACGL4.1%CINF4.1%AJG4.1%RE3.9%AIG3.9%AIZ3.8%BRO3.8%ALL3.7%HIG3.7%WTW3.7%RNR3.6%AFG3.2%THG2.1%AXS1.9%RLI1.6%SIGI3 more
TRVTravelers Cos /The8.2%MRSH8.2%CB8.2%PGR7.9%AON7.9%WRB4.2%ACGL4.1%CINF4.1%AJG4.1%RE3.9%AIG3.9%AIZ3.8%13 more
Insurance - PropertyInsurance - BrokersInsurance - DiversifiedInsurance - Reinsurance
Invesco KBWP · 25 holdings · tile size = share of the fund · as of Nov 9, 2026
All 33 Financials ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDRReadDesk | 0.08% | 1.4% | +7.2% | +7.2% | $53.4B | |
| 2 | VFH | FinancialsReadDesk | 0.09% | 1.7% | +6.8% | +6.8% | $12.7B | |
| 3 | KBWB | KBW BankReadDesk | 0.35% | 2.1% | +8.3% | +8.3% | $6.5B | |
| 4 | KRE | State Street SPDR S&P Regional BankingReadDesk | 0.35% | 2.2% | +15.3% | +15.3% | $4.3B | |
| 5 | IYF | U.S. FinancialsReadDesk | 0.37% | 1.4% | +5.3% | +5.3% | $3.9B | |
| 6 | EUFN | MSCI Europe FinancialsReadDesk | 0.49% | 4.1% | +10.9% | +10.9% | $3.1B | |
| 7 | FNCL | Fidelity MSCI FinancialsReadDesk | 0.08% | 1.6% | +6.8% | +6.8% | $2.3B | |
| 8 | IYG | U.S. Financial ServicesReadDesk | 0.37% | 1.1% | +5.8% | +5.8% | $2.3B | |
| 9 | PFXF | VanEck Preferred Securities ex FinancialsReadDesk | 0.40% | 6.5% | −2.0% | −2.0% | $2.1B | |
| 10 | KBE | State Street SPDR S&P BankReadDesk | 0.35% | 2.2% | +12.5% | +12.5% | $1.5B | |
| 11 | FXO | First Trust Financials AlphaDEXReadDesk | 0.60% | 2.1% | +10.9% | +10.9% | $1.1B | |
| 12 | IXG | Global FinancialsReadDesk | 0.38% | 2.1% | +11.7% | +11.7% | $717M | |
| 13 | IAT | U.S. Regional BanksReadDesk | 0.37% | 2.7% | +12.1% | +12.1% | $640M | |
| 14 | PGF | Financial PreferredReadDesk | 0.56% | 6.8% | −4.8% | −4.8% | $590M | |
| 15 | KIE | State Street SPDR S&P InsuranceReadDesk | 0.35% | 1.5% | +9.1% | +9.1% | $549M | |
| 16 | IAK | U.S. InsuranceReadDesk | 0.37% | 2.4% | +12.6% | +12.6% | $495M |
1–16 of 33Page 1 of 3
Financials · current AUM · as of Nov 10, 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% | +1.5% | +7.2% | +12.4% | $53.4B | |
| 2 | VFH | Vanguard Financials ETFReadVersus | 0.09% | 1.7% | +1.5% | +6.8% | +12.3% | $12.7B | |
| 3 | KBWB | Invesco KBW Bank ETFReadVersus | 0.35% | 2.1% | +2.5% | +8.3% | +19.1% | $6.5B | |
| 4 | KRE | State Street SPDR S&P Regional Banking ETFReadVersus | 0.35% | 2.2% | +1.7% | +15.3% | +25.0% | $4.3B | |
| 5 | IYF | iShares U.S. Financials ETFReadVersus | 0.37% | 1.4% | +1.8% | +5.3% | +11.1% | $3.9B | |
| 6 | KBWP | Invesco KBW Property & Casualty Insurance ETFThis fund | 0.35% | 1.7% | +0.3% | +11.8% | +20.3% | $305M |
#9 of 29 this year · #11 cheapest of 33 · sorted by assetsOpen the Sectors table →
KBWP and its peer group · total return · as of Nov 10, 2026
Cards for This View
KBWP’s Top 10 Holdings
Today60.8%of KBWP sits in these 10
Invesco KBWP · weight in the fund · as of Nov 9, 2026
KBWP’s Holdings
TodayTRVTravelers Cos /The8.2%MRSH8.2%CB8.2%PGR7.9%AON7.9%WRB4.2%ACGL4.1%CINF4.1%AJG4.1%RE3.9%AIG3.9%AIZ3.8%BRO3.8%ALL3.7%HIG3.7%WTW3.7%RNR3.6%AFG3.2%THG2.1%AXS1.9%RLI1.6%SIGI3 more
TRVTravelers Cos /The8.2%MRSH8.2%CB8.2%PGR7.9%AON7.9%WRB4.2%ACGL4.1%CINF4.1%AJG4.1%RE3.9%AIG3.9%AIZ3.8%13 more
Insurance - PropertyInsurance - BrokersInsurance - DiversifiedInsurance - Reinsurance
Invesco KBWP · 25 holdings · tile size = share of the fund · as of Nov 9, 2026
KBWP vs Peer Average
YTDKBWPAvsBPeer average
1D+0.3%+2.0%
1M+11.0%+4.5%
3M+4.7%−2.8%
YTD+11.8%+7.8%
1Y+20.3%+15.7%
3Y+66.4%+83.9%
5Y+94.0%+50.3%
5–2KBWP wins
32 Financials peers · each row scaled to its leader