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KBWR
+4.82 · +7.89%
$65.97 · NASDAQ

Invesco KBW Regional Banking ETF (KBWR) ETF Analysis | Financial

Invesco · United States
AUM:$53.1M
#– 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 20.6% over the past year, reflecting strong price momentum.

Cost Efficiency

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

What is KBWR?

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 comprised of companies primarily engaged in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
KBWR delivered 20.6% 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 59.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$53.1M
Expense Ratio0.35%
Dividend Yield2.48%
Holdings45
Inception DateNov 2011
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.43
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
+4.6%
1Y
+19.5%
3Y
+59.4%
5Y
+21.7%
OpenBook InsightIf you had invested £10,000 in KBWR 5 years ago, it would have grown to £12,169 — a gain of £2,169.

Annual Returns

Calendar year performance

KBWR delivered positive returns in 4 of the last 5 calendar years.
YearKBWR
2026 YTD+7.7%
2025+7.7%
2024+12.6%
2023+0.2%
2022-8.7%
CAGR 4yr+2.6%
4/5 positive yearsAvg return: +3.9%Worst year: -8.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
20.1%
Moderate
Momentum
-4.6%
30-day change
Support Level
66.96
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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