Both KBWB and XLF are ETFs. KBWB has a higher 5-year return than XLF (16.81% vs 16.77%). KBWB has a higher expense ratio than XLF (0.35% vs 0.1%). Below is the comparison between KBWB and XLF.
| KBWB | XLF | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 67 |
| Category | N/A | Financial |
| Family | Invesco PowerShares | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.35% | 0.10% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.84% | 1.95% |
| Underlying Index | KBW Nasdaq Bank Index | S&P Financial Select Sector Index |
| YTD Return | 33.03% | 25.15% |
| 1-Year Return | 89.77% | 71.72% |
| 3-Year Return | 9.71% | 12.90% |
| 5-Year Return | 16.81% | 16.77% |
| 10-Year Return | 0.00% | 12.92% |
KBWB
KBWB description
Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. It invests in stocks of companies operating across financials, banks sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the KBW Nasdaq Bank Index, by using full replication technique. Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF was formed on November 1, 2011 and is domiciled in the United States.
KBWB performance & returns
| YTD Return | 33.03% |
| 1-Month Return | 6.84% |
| 3-Month Return | 22.32% |
| 1-Year Return | 89.77% |
| 3-Year Return | 9.71% |
| 5-Year Return | 16.81% |
| 10-Year Return | 0.00% |
KBWB holdings
Top 10 Holdings (61.37% of Total Assets)
KBWB cons
The following are KBWB weaknesses from our perspective:
- KBWB net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant KBWB comparisons
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XLF
XLF description
The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.
XLF performance & returns
| YTD Return | 25.15% |
| 1-Month Return | 6.56% |
| 3-Month Return | 19.48% |
| 1-Year Return | 71.72% |
| 3-Year Return | 12.90% |
| 5-Year Return | 16.77% |
| 10-Year Return | 12.92% |
XLF holdings
Top 10 Holdings (54.69% of Total Assets)
XLF pros
The following are XLF strengths from our perspective:
- XLF 3-year return is 12.9%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- XLF 5-year return is 16.77%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- XLF 10-year return is 12.92%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.
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