KBWD ETF
Invesco KBW High Dividend Yield Financial ETF
KBWD ETF Overview
KBWD ETF (Invesco KBW High Dividend Yield Financial ETF) is managed by Invesco (US) with $425.0M in net assets. KBWD expense ratio is 5.39%, holding 41 positions across sectors including Financials, Real Estate. Inception date: 2010-12-02.
KBWD performance shows a YTD return of -4.97%. The 1-year return is -0.28% and the 5-year return is 0.75%. KBWD dividend yield stands at 14.38%, paid monthly.
KBWD top holdings include Invesco Mortgage Capital Inc. COM (4.3%), Orchid Isla (4.2%), Armour Residential Reit Inc (3.9%), Pennymac Mortgage Investment (3.7%), Dynex Capital, Inc. (3.7%). Go to all KBWD holdings, KBWD sectors, or KBWD dividends.
KBWD can be compared against other funds. Use KBWD overlap to find shared positions, or KBWD vs another fund for a side-by-side view. KBWD alternatives are available via the screener, along with tax-loss harvesting opportunities.