Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?

Zacks02-03 19:20

Launched on 12/02/2010, the Invesco KBW High Dividend Yield Financial ETF (KBWD) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2508110236?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-03 19:20","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2508110236","market":"us","top_or_hot":-1,"title":"Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?","media":"Zacks","content":"<div>\n<p>Launched on 12/02/2010, the Invesco KBW High Dividend Yield Financial ETF (KBWD) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/invest-invesco-kbw-high-dividend-112022865.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-03 19:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/invest-invesco-kbw-high-dividend-112022865.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Launched on 12/02/2010, the Invesco KBW High Dividend Yield Financial ETF (KBWD) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/invest-invesco-kbw-high-dividend-112022865.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IVR","symbol_name":"景顺抵押资本","start_time":0,"source_url":"https://finance.yahoo.com/news/invest-invesco-kbw-high-dividend-112022865.html","article_id":"2508110236","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2508110236","pubTimestamp":1738581622,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Launched on 12/02/2010, the Invesco KBW High Dividend Yield Financial ETF  is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of the equity market.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Additionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Financials - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 1, placing it in top 6%.The KBW Nasdaq Financial Sector Dividend Yield Index is a dividend yield weighted index seeking to reflect the performance of approximately 24 to 40 publicly listed financial companies engaged in the business of providing financial services and products, including banking, insurance ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IVR":"景顺抵押资本","BK4588":"碎股","BK4550":"红杉资本持仓","BK4110":"抵押房地产投资信托","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","VFH":"Vanguard Financials ETF","FDN":"First Trust Dow Jones Internet I","BK4585":"ETF&股票定投概念","ARR":"ARMOUR住宅房地产公司","ORC":"Orchid Island Capital Inc.","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","KBWD":"Invesco KBW High Dividend Yield Financial ETF","XLF":"金融ETF"},"translate_title":"您应该投资景顺KBW高股息收益率金融ETF(KBWD)吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORC":1,"XLF":1,"VFH":1,"US7Y.BOND":1,"US6M.BOND":1,"US5Y.BOND":1,"US3Y.BOND":1,"US30Y.BOND":1,"US2Y.BOND":1,"US12M.BOND":1,"US10Y.BOND":1,"ARR":1,"KBWD":1,"FDN":1,"IVR":0.9},"content_text":"Launched on 12/02/2010, the Invesco KBW High Dividend Yield Financial ETF (KBWD) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of the equity market.\nAn increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.\nAdditionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Financials - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 1, placing it in top 6%.\nIndex Details\nThe fund is sponsored by Invesco. It has amassed assets over $429.49 million, making it one of the average sized ETFs attempting to match the performance of the Financials - Broad segment of the equity market. KBWD seeks to match the performance of the KBW Nasdaq Financial Sector Dividend Yield Index before fees and expenses.\nThe KBW Nasdaq Financial Sector Dividend Yield Index is a dividend yield weighted index seeking to reflect the performance of approximately 24 to 40 publicly listed financial companies engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the US.\nCosts\nWhen considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal.\nAnnual operating expenses for this ETF are 2.02%, making it one of the most expensive products in the space.\nIt has a 12-month trailing dividend yield of 12%.\nSector Exposure and Top Holdings\nWhile ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.\nThis ETF has heaviest allocation in the Financials sector--about 100% of the portfolio.\nLooking at individual holdings, Invesco Mortgage Capital Inc (IVR) accounts for about 4.55% of total assets, followed by Orchid Island Capital Inc (ORC) and Armour Residential Reit Inc (ARR).\nThe top 10 holdings account for about 36.46% of total assets under management.\nPerformance and Risk\nThe ETF has gained about 4.88% and it's up approximately 10.48% so far this year and in the past one year (as of 02/03/2025), respectively. KBWD has traded between $14.31 and $16.26 during this last 52-week period.\nThe ETF has a beta of 1.42 and standard deviation of 20.91% for the trailing three-year period, making it a medium risk choice in the space. With about 41 holdings, it has more concentrated exposure than peers.\nAlternatives\nInvesco KBW High Dividend Yield Financial ETF sports a Zacks ETF Rank of 4 (Sell), which is based on expected asset class return, expense ratio, and momentum, among other factors. KBWD, then, is not a great choice for investors seeking exposure to the Financials ETFs segment of the market. Instead, there are better ETFs in the space to consider.\nVanguard Financials ETF (VFH) tracks MSCI US Investable Market Financials 25/50 Index and the Financial Select Sector SPDR ETF (XLF) tracks Financial Select Sector Index. Vanguard Financials ETF has $12.23 billion in assets, Financial Select Sector SPDR ETF has $53.78 billion. VFH has an expense ratio of 0.10% and XLF charges 0.09%.\nBottom Line\nTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nInvesco KBW High Dividend Yield Financial ETF (KBWD): ETF Research Reports\nARMOUR Residential REIT, Inc. (ARR) : Free Stock Analysis Report\nINVESCO MORTGAGE CAPITAL INC (IVR) : Free Stock Analysis Report\nFinancial Select Sector SPDR ETF (XLF): ETF Research Reports\nOrchid Island Capital, Inc. (ORC) : Free Stock Analysis Report\nVanguard Financials ETF (VFH): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2508110236"}