XLF vs KBWP
YTDYear to date
KBWP wins+5.7 pts
Past year
KBWP wins+11.5 pts
Fee
XLF winslower fee
Yield
KBWP wins+0.3 pts
AUM
XLF175.3× more
3–1KBWP wins
XLF and KBWP · year-to-date · as of Nov 4, 2026 · AUM not scored
KBWP vs S&P 500
YTD$139.72 · −1.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−1.1%+12.5%+2.9%+11.4%+22.5%+73.2%+90.8%+667.7%
Peer average−0.7%+3.0%−5.0%+5.9%+14.2%+92.1%+47.9%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Invesco KBWP and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
KBWP’s Holdings
TodayTRVTravelers Cos /The8.2%CB8.2%MRSH8.1%PGR8.0%AON7.8%ACGL4.2%WRB4.2%CINF4.1%AIG4.0%AJG4.0%EG4.0%ALL3.8%BRO3.7%HIG3.7%AIZ3.6%RNR3.6%WTW3.6%AFG3.2%THG2.1%AXS1.9%RLI1.5%SIGI3 more
TRVTravelers Cos /The8.2%CB8.2%MRSH8.1%PGR8.0%AON7.8%ACGL4.2%WRB4.2%CINF4.1%AIG4.0%AJG4.0%EG4.0%ALL3.8%13 more
Insurance - PropertyInsurance - BrokersInsurance - DiversifiedInsurance - Reinsurance
Invesco KBWP · 25 holdings · tile size = share of the fund · as of Nov 3, 2026
All 33 Financials ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDRReadDesk | 0.08% | 1.4% | +5.7% | +5.7% | $54.2B | |
| 2 | VFH | FinancialsReadDesk | 0.09% | 1.7% | +5.4% | +5.4% | $12.7B | |
| 3 | KBWB | KBW BankReadDesk | 0.35% | 2.1% | +7.5% | +7.5% | $6.8B | |
| 4 | KRE | State Street SPDR S&P Regional BankingReadDesk | 0.35% | 2.2% | +14.4% | +14.4% | $3.9B | |
| 5 | IYF | U.S. FinancialsReadDesk | 0.37% | 1.5% | +3.8% | +3.8% | $3.8B | |
| 6 | EUFN | MSCI Europe FinancialsReadDesk | 0.49% | 4.4% | +5.2% | +5.2% | $2.9B | |
| 7 | IYG | U.S. Financial ServicesReadDesk | 0.37% | 1.1% | +4.3% | +4.3% | $2.3B | |
| 8 | FNCL | Fidelity MSCI FinancialsReadDesk | 0.08% | 1.6% | +5.4% | +5.4% | $2.2B | |
| 9 | PFXF | VanEck Preferred Securities ex FinancialsReadDesk | 0.40% | 6.5% | −2.0% | −2.0% | $2.2B | |
| 10 | KBE | State Street SPDR S&P BankReadDesk | 0.35% | 2.2% | +11.6% | +11.6% | $1.5B | |
| 11 | FXO | First Trust Financials AlphaDEXReadDesk | 0.60% | 2.2% | +9.2% | +9.2% | $1.1B | |
| 12 | IXG | Global FinancialsReadDesk | 0.38% | 2.2% | +9.1% | +9.1% | $702M | |
| 13 | IAT | U.S. Regional BanksReadDesk | 0.37% | 2.7% | +11.2% | +11.2% | $638M | |
| 14 | PGF | Financial PreferredReadDesk | 0.56% | 6.9% | −6.9% | −6.9% | $584M | |
| 15 | KIE | State Street SPDR S&P InsuranceReadDesk | 0.35% | 1.5% | +8.3% | +8.3% | $580M | |
| 16 | IAK | U.S. InsuranceReadDesk | 0.37% | 2.4% | +12.4% | +12.4% | $479M |
1–16 of 33Page 1 of 3
Financials · current AUM · as of Nov 4, 2026
KBWP Payouts by Year
13YLatest payout, Sep 2026
$0.36
a share · every quarter
1.8% yield
1.8% 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% | −0.6% | +5.7% | +10.9% | $54.2B | |
| 2 | VFH | Vanguard Financials ETFReadVersus | 0.09% | 1.7% | −0.7% | +5.4% | +10.9% | $12.7B | |
| 3 | KBWB | Invesco KBW Bank ETFReadVersus | 0.35% | 2.1% | −0.5% | +7.5% | +18.3% | $6.8B | |
| 4 | KRE | State Street SPDR S&P Regional Banking ETFReadVersus | 0.35% | 2.2% | −1.2% | +14.4% | +24.3% | $3.9B | |
| 5 | IYF | iShares U.S. Financials ETFReadVersus | 0.37% | 1.5% | −0.5% | +3.8% | +9.6% | $3.8B | |
| 6 | KBWP | Invesco KBW Property & Casualty Insurance ETFThis fund | 0.35% | 1.8% | −1.1% | +11.4% | +22.5% | $309M |
#7 of 29 this year · #11 cheapest of 33 · sorted by assetsOpen the Sectors table →
KBWP and its peer group · total return · as of Nov 4, 2026
Cards for This View
KBWP’s Top 10 Holdings
Today60.7%of KBWP sits in these 10
Invesco KBWP · weight in the fund · as of Nov 3, 2026
KBWP’s Holdings
TodayTRVTravelers Cos /The8.2%CB8.2%MRSH8.1%PGR8.0%AON7.8%ACGL4.2%WRB4.2%CINF4.1%AIG4.0%AJG4.0%EG4.0%ALL3.8%BRO3.7%HIG3.7%AIZ3.6%RNR3.6%WTW3.6%AFG3.2%THG2.1%AXS1.9%RLI1.5%SIGI3 more
TRVTravelers Cos /The8.2%CB8.2%MRSH8.1%PGR8.0%AON7.8%ACGL4.2%WRB4.2%CINF4.1%AIG4.0%AJG4.0%EG4.0%ALL3.8%13 more
Insurance - PropertyInsurance - BrokersInsurance - DiversifiedInsurance - Reinsurance
Invesco KBWP · 25 holdings · tile size = share of the fund · as of Nov 3, 2026
KBWP vs Peer Average
YTDKBWPAvsBPeer average
1D−1.1%−0.7%
1M+12.5%+3.0%
3M+2.9%−5.0%
YTD+11.4%+5.9%
1Y+22.5%+14.2%
3Y+73.2%+92.1%
5Y+90.8%+47.9%
5–2KBWP wins
32 Financials peers · each row scaled to its leader