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KBWP
+2.56 · +2.10%
$124.57 · NASDAQ

Invesco KBW Property & Casualty Insurance ETF (KBWP) ETF Analysis | Financial

Invesco · United States
AUM:$271.7M
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is KBWP?

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index designed to track the performance of companies primarily engaged in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
KBWP returned 8.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 61.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$271.7M
Expense Ratio0.35%
Dividend Yield1.62%
Holdings25
Inception DateDec 2010
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta0.30
CategoryFinancial
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.6%
1Y
+13.1%
3Y
+72.2%
5Y
+83.7%
OpenBook InsightIf you had invested £10,000 in KBWP 5 years ago, it would have grown to £18,366 — a gain of £8,366.

Annual Returns

Calendar year performance

KBWP delivered positive returns in 5 of the last 5 calendar years.
YearKBWP
2026 YTD+8.8%
2025+12.2%
2024+28.8%
2023+6.9%
2022+10.9%
CAGR 4yr+14.4%
5/5 positive yearsAvg return: +13.5%Worst year: +6.9% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
17.5%
Low
Momentum
+1.0%
30-day change
Support Level
131.62
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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