The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Invesco KBW Bank ETF KBWB
Morningstar’s Analysis KBWB
Will KBWB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Morgan Stanley | 8.38 | 141.9 Mil | Financial Services |
Bank of America Corp | 8.00 | 135.4 Mil | Financial Services |
The Goldman Sachs Group Inc | 7.91 | 133.9 Mil | Financial Services |
Wells Fargo & Co | 7.81 | 132.2 Mil | Financial Services |
JPMorgan Chase & Co | 7.58 | 128.4 Mil | Financial Services |
Bank of New York Mellon Corp | 4.31 | 73.0 Mil | Financial Services |
M&T Bank Corp | 4.16 | 70.4 Mil | Financial Services |
Capital One Financial Corp | 4.10 | 69.5 Mil | Financial Services |
State Street Corp | 4.10 | 69.4 Mil | Financial Services |
Citigroup Inc | 4.06 | 68.8 Mil | Financial Services |