ETF Analysis
Invesco KBW Bank ETF (KBWB) ETF Analysis
Invesco KBW Bank ETF (KBWB) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
Invesco KBW Bank ETF (KBWB) currently has an AIQ Score of 63/100, indicating a neutral setup. Risk is the strongest factor at 72/100. Quality is the weakest current factor at 59/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
KBWB at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $88.42 |
| AIQ Score | 63/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Buy |
| Fund Size | $4.98B |
| Expense Ratio | 0.35% |
| Holdings Count | 29 |
| NAV | $90.11 |
| Asset Class | Equity |
| Primary Exposure | Financial Services (100.00%) |
| Issuer | Invesco |
| Domicile | US |
| Inception Date | Nov 1, 2011 |
| Distribution Yield | 2.11% |
| Beta | 1.24 |
| Average Volume | 2.06M |
| 52-week range | $74.33-$100.61 |
| RSI 14 | 61.7 |
| 50-Day SMA | $91.16 |
| 200-Day SMA | $88.89 |
| Risk Score | 72/100 |
| Momentum Score | 60/100 |
| Value Exposure Score | 65/100 |
KBWB Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 15.84% | 15.85% | -16.38% | Oct 28, 2025 |
| 3Y | 138.01% | 33.58% | -25.91% | Oct 30, 2023 |
| 5Y | 23.47% | 4.32% | -51.50% | Nov 1, 2021 |
| 10Y | 23.47% | 4.32% | -51.50% | Nov 1, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
KBWBInvesco KBW Bank ETF
Financial Services / Asset Management
Relative Leader / Watch
Strong Relative Position
Latest quote
- Momentum60
- Value65
- Quality59
- Risk resilience72
- Sentiment—
KBWB ETF Analysis Summary
Invesco KBW Bank ETF (KBWB) currently has an AIQ Score of 63/100, indicating a neutral setup. Risk resilience is the strongest factor at 72/100. Quality is the weakest current factor at 59/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, KBWB has AIQ Score of 63/100 with Risk resilience base of 72/100 and fading Quality at 59/100. Wait for component alignment before adding exposure.
Financial Services · -1.86% ETF move · KBWB classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is KBWB Bullish or Bearish Right Now?
KBWB currently has a neutral overall setup. Risk Resilience is the strongest factor at 72/100, while Quality is weakest at 59/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Momentum is constructive at 60/100.
- - Risk Resilience is supportive at 72/100.
- - Technical consensus has more buy votes than sell votes (31 vs 11).
- - No strong bearish evidence is available in the current snapshot.
Current Consensus
KBWB's Technical Analysis Consensus is currently Buy, with 31 buy, 3 neutral, and 11 sell votes. KBWB's 14-day RSI is 61.7, which places the ETF in a constructive momentum range. KBWB's beta is 1.24, indicating greater market sensitivity than the broad market.
What Changed in KBWB?
The largest recent change in KBWB is Momentum moving up by 14.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the KBWB Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
KBWB Decision Framework
Public evidence layers, setup checks, and risk context for Invesco KBW Bank ETF.
Invesco KBW Bank ETF (KBWB) ETF Analysis
Invesco KBW Bank ETF has an AIQ Score of 63/100 in a Neutral regime. Risk is strongest at 72/100. Beta is 1.24, above market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | KBWB is in a Neutral AIQ regime with score 63/100. |
| Signal Conflict | The primary conflict is that risk leads at 72/100 while quality lags at 59/100. |
| Factor Evidence | Momentum 60/100 · Value 65/100 · Quality 59/100 · Risk 72/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 72/100.
Momentum is 60/100 and RSI (14) is 61.7.
KBWB is in a Neutral regime at 63/100.
Risk factor is 72/100 with beta 1.24 and annual volatility 19.81%.
Current conflict: risk leads at 72/100 while quality lags at 59/100.
KBWB Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
KBWB ETF Analytics
KBWB holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
KBWB Technical Analysis
KBWB technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
KBWB ETF Market Context
Track KBWB market context, news pressure, trend changes, income events, and current allocation evidence.
KBWB Distribution Analysis
KBWB distribution yield, annualized distributions, payment history, and income context.
KBWB ETF Data
KBWB available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
KBWB Risk Analysis
KBWB volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
KBWB ETF News
KBWB ETF news, market tone, recent headlines, and catalyst context.
KBWB vs Sector ETFs Peers
Current peer cohort: KBWB · KRE · SMH · SOXX · URA. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| KBWB Current ETF | 63/100 | 65/100 | 60/100 | 72/100 | 0.75 | 19.81% | Current |
| KRE SPDR S&P Regional Banking ETF | 70/100 | 65/100 | 80/100 | 75/100 | 0.88 | 20.33% | KBWB vs KRE |
| SMH VanEck Semiconductor ETF | 43/100 | 31/100 | 35/100 | 22/100 | 1.16 | 40.15% | KBWB vs SMH |
| SOXX iShares Semiconductor ETF | 39/100 | 25/100 | 34/100 | 14/100 | 1.24 | 46.63% | KBWB vs SOXX |
| URA Global X Uranium ETF | 38/100 | 24/100 | 29/100 | 35/100 | -0.73 | 50.90% | KBWB vs URA |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 29, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 31, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching KBWB
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for KBWB
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
KBWB ETF FAQ
What is KBWB ETF price today?
KBWB is currently shown at $88.42. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is KBWB's 52-week high and low?
KBWB's 52-week range is $74.33 to $100.61 based on the latest completed market-close snapshot from Oct 30, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does KBWB pay a dividend?
KBWB's current distribution yield is 2.11% based on the latest completed market-close snapshot from Oct 30, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying KBWB?
Compare KBWB's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.