XLF vs KBWP
YTDYear to date
KBWP wins+5.7 pts
Past year
KBWP wins+9.3 pts
Fee
XLF winslower fee
Yield
KBWP wins+0.3 pts
AUM
XLF177.3× more
3–1KBWP wins
XLF and KBWP · year-to-date · as of Nov 6, 2026 · AUM not scored
KBWP vs S&P 500
YTD$139.69 · −2.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−2.3%+9.8%+3.7%+11.4%+19.7%+63.9%+94.5%+667.5%
Peer average−0.6%+2.8%−4.4%+5.6%+13.0%+85.6%+49.3%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Invesco KBWP and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
KBWP’s Holdings
TodayMRSHMarsh & McLennan Cos8.2%TRV8.2%CB8.1%AON7.9%PGR7.9%WRB4.2%ACGL4.2%CINF4.1%AJG4.1%AIG3.9%EG3.9%ALL3.8%BRO3.8%AIZ3.7%HIG3.7%WTW3.7%RNR3.6%AFG3.2%THG2.1%AXS1.9%RLI1.6%SIGI3 more
MRSHMarsh & McLennan Cos8.2%TRV8.2%CB8.1%AON7.9%PGR7.9%WRB4.2%ACGL4.2%CINF4.1%AJG4.1%AIG3.9%EG3.9%ALL3.8%13 more
Insurance - PropertyInsurance - BrokersInsurance - DiversifiedInsurance - Reinsurance
Invesco KBWP · 25 holdings · tile size = share of the fund · as of Nov 6, 2026
All 33 Financials ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDRReadDesk | 0.08% | 1.4% | +5.7% | +5.7% | $55.5B | |
| 2 | VFH | FinancialsReadDesk | 0.09% | 1.7% | +5.2% | +5.2% | $12.7B | |
| 3 | KBWB | KBW BankReadDesk | 0.35% | 2.1% | +5.7% | +5.7% | $6.9B | |
| 4 | KRE | State Street SPDR S&P Regional BankingReadDesk | 0.35% | 2.2% | +13.3% | +13.3% | $4.4B | |
| 5 | IYF | U.S. FinancialsReadDesk | 0.37% | 1.5% | +3.5% | +3.5% | $3.8B | |
| 6 | EUFN | MSCI Europe FinancialsReadDesk | 0.49% | 4.3% | +6.8% | +6.8% | $3.0B | |
| 7 | FNCL | Fidelity MSCI FinancialsReadDesk | 0.08% | 1.6% | +5.2% | +5.2% | $2.3B | |
| 8 | IYG | U.S. Financial ServicesReadDesk | 0.37% | 1.1% | +4.1% | +4.1% | $2.3B | |
| 9 | PFXF | VanEck Preferred Securities ex FinancialsReadDesk | 0.40% | 6.5% | −2.9% | −2.9% | $2.1B | |
| 10 | KBE | State Street SPDR S&P BankReadDesk | 0.35% | 2.2% | +10.5% | +10.5% | $1.6B | |
| 11 | FXO | First Trust Financials AlphaDEXReadDesk | 0.60% | 2.2% | +9.2% | +9.2% | $1.1B | |
| 12 | IXG | Global FinancialsReadDesk | 0.38% | 2.2% | +9.2% | +9.2% | $709M | |
| 13 | IAT | U.S. Regional BanksReadDesk | 0.37% | 2.8% | +9.7% | +9.7% | $636M | |
| 14 | PGF | Financial PreferredReadDesk | 0.56% | 6.9% | −6.0% | −6.0% | $595M | |
| 15 | KIE | State Street SPDR S&P InsuranceReadDesk | 0.35% | 1.5% | +8.1% | +8.1% | $573M | |
| 16 | IAK | U.S. InsuranceReadDesk | 0.37% | 2.4% | +11.6% | +11.6% | $493M |
1–16 of 33Page 1 of 3
Financials · current AUM · as of Nov 6, 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% | +10.4% | $55.5B | |
| 2 | VFH | Vanguard Financials ETFReadVersus | 0.09% | 1.7% | −0.6% | +5.2% | +10.1% | $12.7B | |
| 3 | KBWB | Invesco KBW Bank ETFReadVersus | 0.35% | 2.1% | −0.5% | +5.7% | +16.1% | $6.9B | |
| 4 | KRE | State Street SPDR S&P Regional Banking ETFReadVersus | 0.35% | 2.2% | −0.2% | +13.3% | +22.0% | $4.4B | |
| 5 | IYF | iShares U.S. Financials ETFReadVersus | 0.37% | 1.5% | −0.6% | +3.5% | +8.8% | $3.8B | |
| 6 | KBWP | Invesco KBW Property & Casualty Insurance ETFThis fund | 0.35% | 1.8% | −2.3% | +11.4% | +19.7% | $313M |
#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 7, 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 6, 2026
KBWP’s Holdings
TodayMRSHMarsh & McLennan Cos8.2%TRV8.2%CB8.1%AON7.9%PGR7.9%WRB4.2%ACGL4.2%CINF4.1%AJG4.1%AIG3.9%EG3.9%ALL3.8%BRO3.8%AIZ3.7%HIG3.7%WTW3.7%RNR3.6%AFG3.2%THG2.1%AXS1.9%RLI1.6%SIGI3 more
MRSHMarsh & McLennan Cos8.2%TRV8.2%CB8.1%AON7.9%PGR7.9%WRB4.2%ACGL4.2%CINF4.1%AJG4.1%AIG3.9%EG3.9%ALL3.8%13 more
Insurance - PropertyInsurance - BrokersInsurance - DiversifiedInsurance - Reinsurance
Invesco KBWP · 25 holdings · tile size = share of the fund · as of Nov 6, 2026
KBWP vs Peer Average
YTDKBWPAvsBPeer average
1D−2.3%−0.6%
1M+9.8%+2.8%
3M+3.7%−4.4%
YTD+11.4%+5.6%
1Y+19.7%+13.0%
3Y+63.9%+85.6%
5Y+94.5%+49.3%
5–2KBWP wins
32 Financials peers · each row scaled to its leader