The portfolio maintains a sizable cost advantage over competitors, priced within the lowest 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 60.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Morgan Stanley | 8.29 | 116.4 Mil | Financial Services |
The Goldman Sachs Group Inc | 8.16 | 114.6 Mil | Financial Services |
Wells Fargo & Co | 8.11 | 114.0 Mil | Financial Services |
Bank of America Corp | 8.03 | 112.8 Mil | Financial Services |
JPMorgan Chase & Co | 7.77 | 109.2 Mil | Financial Services |
Citigroup Inc | 4.11 | 57.7 Mil | Financial Services |
Truist Financial Corp | 4.07 | 57.2 Mil | Financial Services |
PNC Financial Services Group Inc | 3.98 | 55.9 Mil | Financial Services |
Fifth Third Bancorp | 3.97 | 55.7 Mil | Financial Services |
Capital One Financial Corp | 3.96 | 55.7 Mil | Financial Services |