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KBWP - ETF AI Analysis
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Invesco KBW Property & Casualty Insurance ETF (KBWP)
Rating:73Outperform
Price Target:―
Positive Factors
Focused Industry Exposure
The fund targets property and casualty insurance companies, giving investors concentrated access to a specific corner of the financial sector.
Established, Well-Known Holdings
Many of the top positions are large, recognized insurance and brokerage firms, which can offer more stability than smaller, less proven companies.
Moderate Fund Size
With a meaningful amount of assets under management, the ETF is large enough to be established but not so big that it becomes difficult to manage.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns so far this year and over the past month, which may signal short-term headwinds for the sector.
Underperforming Top Holdings
All of the top holdings have posted negative results this year, which has weighed on the fund’s overall performance.
High Sector and Country Concentration
Almost all of the fund’s assets are in U.S. financial companies, leaving investors heavily exposed to one sector in a single country.
KBWP vs. SPDR S&P 500 ETF (SPY)
AUM273.03M
RegionNorth America
Expense Ratio0.35%
Beta0.39
IssuerInvesco
Inception DateDec 02, 2010
Dividend Yield1.65%
Asset ClassEquity
Index TrackedKBW Nasdaq Property & Casualty Total Return Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,800
30 Day Avg. Volume33,370
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
136.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KBWP Summary
KBWP is an ETF that follows the KBW Nasdaq Property & Casualty Index, focusing on U.S. companies that provide property and casualty insurance, such as Chubb and Progressive. These firms insure homes, cars, and businesses against accidents, storms, and other unexpected events. Someone might invest in KBWP to get targeted exposure to the insurance industry, which can offer steady premium income and potential dividends, while adding diversification within the financial sector. A key risk is that it is heavily concentrated in insurance stocks, so it can rise or fall sharply with that specific part of the market.
How much will it cost me?The Invesco KBW Property & Casualty Insurance ETF (KBWP) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is a sector-specific fund that requires more active management to track the niche property and casualty insurance industry.
What would affect this ETF?The KBWP ETF, focused on U.S. property and casualty insurance companies, could benefit from stable premium income and increased demand for insurance due to rising risks like natural disasters or legal liabilities. However, it may face challenges from regulatory changes, economic downturns that impact underwriting profitability, or interest rate hikes that affect investment returns for insurers. Its reliance on the financial sector and top holdings like Travelers and Chubb makes it sensitive to broader sector trends and economic conditions.
KBWP Top 10 Holdings
KBWP is a pure play on U.S. property and casualty insurance, with performance largely steered by a tight group of heavyweight names. Chubb and Travelers have been relatively steady over the past few months, helping to anchor the fund even as their recent momentum has cooled. On the softer side, Progressive has been lagging, acting like a small brake on returns. Broker-heavyweights like Marsh & McLennan and Aon are also losing a bit of steam, so the ETF is very much a one-sector story where a few big insurers call the shots.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Chubb | 9.08% | $25.00M | $128.40B | 23.05% | 80 Outperform | |
| Travelers Companies | 8.41% | $23.14M | $66.61B | 21.67% | 78 Outperform | |
| Marsh & McLennan Companies | 7.88% | $21.69M | $84.89B | -25.26% | 71 Outperform | |
| Aon | 7.41% | $20.39M | $68.33B | -19.75% | 66 Neutral | |
| Progressive | 7.30% | $20.10M | $118.80B | -21.52% | 78 Outperform | |
| Arch Capital Group | 4.30% | $11.82M | $35.48B | 8.84% | 79 Outperform | |
| Hartford Insurance | 4.26% | $11.73M | $39.47B | 25.34% | 78 Outperform | |
| American International Group | 4.06% | $11.18M | $40.47B | -2.55% | 60 Neutral | |
| Cincinnati Financial | 4.01% | $11.04M | $25.45B | 26.21% | 76 Outperform | |
| Everest Group | 4.01% | $11.03M | $13.87B | -2.85% | 64 Neutral |
KBWP Technical Analysis
Negative
―
Price Trends
124.27
Negative
122.46
Negative
121.18
Positive
Market Momentum
-0.14
Positive
44.34
Neutral
16.38
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KBWP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 122.94, equal to the 50-day MA of 124.27, and equal to the 200-day MA of 121.18, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 44.34 is Neutral, neither overbought nor oversold. The STOCH value of 16.38 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KBWP.
KBWP Peer Comparison
Comparison Results
Performance Comparison
KBWP
Invesco KBW Property & Casualty Insurance ETF
122.11
9.17
8.12%
IAT
iShares U.S. Regional Banks ETF
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―
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REM
iShares Mortgage Real Estate ETF
―
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KCE
SPDR S&P Capital Markets ETF
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―
―
KIE
SPDR S&P Insurance ETF
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―
―
KBWD
Invesco KBW High Dividend Yield Financial ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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