KBWD

Invesco KBW High Dividend Yield Financial ETF

$13.54
+0.00%
Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The Invesco KBW High Dividend Yield Financial ETF (KBWD) seeks to track the investment results of an index that is designed to provide exposure to U.S. financial companies that are characterized by high dividend yields.

Overview

ETF tracking Invesco KBW High Dividend Yield Financial ETF

Category Value
Issuer Invesco
Inception Date 2016-12-07
Market Cap $412.7M
Average Volume N/A
Dividend Yield 10.75%
52-Week Range $12.37 - $15.69
VWAP $13.52

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The Invesco KBW High Dividend Yield Financial ETF (KBWD) seeks to track the investment results of an index that is designed to provide exposure to U.S. financial companies that are characterized by high dividend yields.

🎯 Investment Strategy

The ETF employs a passive management approach, seeking to track the KBW Nasdaq Financial Sector Dividend Yield Index. The index is composed of U.S. financial companies that are publicly traded and have a high dividend yield.

✨ Key Features

  • Focuses on U.S. financial sector companies with high dividend yields
  • Passively tracks the KBW Nasdaq Financial Sector Dividend Yield Index
  • Low expense ratio of 0.00%
  • Relatively small asset base of $0

⚠️ Primary Risks

  • Sector concentration risk, as the fund is focused solely on the financial sector
  • Dividend risk, as high-yielding stocks may not be able to sustain their dividends
  • Market risk, as the value of the fund's holdings may fluctuate with overall market conditions
  • Liquidity risk, due to the small asset base and potentially low trading volume

👤 Best For

This ETF may be suitable for investors seeking exposure to the U.S. financial sector with a focus on high-dividend-yielding stocks. It could be used as a component of a diversified portfolio, but investors should be aware of the sector-specific risks and the fund's small asset base.