KBWP - ETF AI Analysis
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Invesco KBW Property & Casualty Insurance ETF (KBWP)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Core Holdings
Several of the largest insurance stocks in the fund have shown steady gains this year, helping support overall performance.
Focused Industry Exposure
The ETF concentrates on property and casualty insurance companies, giving investors targeted access to a specific corner of the financial sector.
Moderate Fund Costs
The expense ratio is reasonable for a specialized ETF, so less of your potential return is lost to fees compared with many niche funds.
Negative Factors
Sector Concentration Risk
Almost all of the fund is invested in financial companies, so it could be hit hard if the insurance or broader financial sector struggles.
Limited Geographic Diversification
With nearly all holdings in U.S. stocks, the ETF offers little protection if the U.S. market or economy weakens.
Recent Weak Year-to-Date Results
The fund’s performance so far this year has been negative, reflecting mixed results among its top holdings.
KBWP vs. SPDR S&P 500 ETF (SPY)
AUM261.27M
RegionNorth America
Expense Ratio0.35%
Beta0.41
IssuerInvesco
Inception DateDec 02, 2010
Dividend Yield1.83%
Asset ClassEquity
Index TrackedKBW Nasdaq Property & Casualty Total Return Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,579
30 Day Avg. Volume14,241
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
139.52Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KBWP Summary
KBWP is the Invesco KBW Property & Casualty Insurance ETF, which follows the KBW Nasdaq Property & Casualty Total Return Index. It invests mainly in U.S. insurance companies that protect homes, cars, and businesses from accidents, storms, and other losses. Well-known holdings include Progressive and Allstate. Someone might invest in KBWP to get focused exposure to the insurance part of the financial sector, which can offer steady premium income and diversification away from tech-heavy funds. However, this ETF is concentrated in one industry, so it can go up or down sharply if the insurance sector is hit by big disasters or regulatory changes.
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, so this fund lives and dies by one sector. Travelers, Chubb, and Cincinnati Financial have been steady climbers lately, helping to pull the ETF forward, while Progressive has turned more mixed this year and isn’t the clear engine it once was. On the flip side, insurance brokers like Marsh & McLennan, Aon, and Brown & Brown have been lagging, acting as a bit of a brake. With several big names carrying hefty weights, the fund is fairly concentrated in a handful of financial heavyweights.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Progressive | 8.44% | $22.09M | $134.82B | -5.82% | 78 Outperform | |
| Travelers Companies | 8.08% | $21.17M | $72.07B | 33.68% | 78 Outperform | |
| Aon | 7.86% | $20.59M | $76.23B | 0.36% | 66 Neutral | |
| Chubb | 7.77% | $20.34M | $134.91B | 25.10% | 80 Outperform | |
| Marsh & McLennan Companies | 7.76% | $20.32M | $85.91B | -16.51% | 71 Outperform | |
| Arthur J Gallagher & Co | 4.38% | $11.47M | $65.02B | -18.76% | 69 Neutral | |
| Allstate | 4.25% | $11.13M | $64.77B | 30.14% | 74 Outperform | |
| Brown & Brown | 4.19% | $10.96M | $22.93B | -35.90% | 76 Outperform | |
| Willis Towers Watson | 4.04% | $10.58M | $27.36B | -5.75% | 75 Outperform | |
| Cincinnati Financial | 3.96% | $10.38M | $27.73B | 21.62% | 76 Outperform |
KBWP Technical Analysis
Positive
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Price Trends
121.39
Positive
121.12
Positive
121.06
Positive
Market Momentum
3.60
Negative
67.26
Neutral
68.31
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KBWP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 126.28, equal to the 50-day MA of 121.39, and equal to the 200-day MA of 121.06, indicating a bullish trend. The MACD of 3.60 indicates Negative momentum. The RSI at 67.26 is Neutral, neither overbought nor oversold. The STOCH value of 68.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KBWP.
KBWP Peer Comparison
Comparison Results
Performance Comparison
KBWP
Invesco KBW Property & Casualty Insurance ETF
134.74
17.87
15.29%
IAT
iShares U.S. Regional Banks ETF
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REM
iShares Mortgage Real Estate ETF
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KIE
SPDR S&P Insurance ETF
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IAK
iShares U.S. Insurance ETF
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KCE
SPDR S&P Capital Markets 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.
DisclaimerThis 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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