KBWP KBW Property & Casualty Insurance Portfolio

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  • KBWP
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  • Financials Equities
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KBWP - Profile

Vitals

Investment Themes

Alternative ETFs in the Financials Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies.

Realtime Rating

KBWP - Realtime Rating

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Realtime Rating Summary

KBWP is a passive ETF that seeks to replicate KBW Property & Casualty Index. The index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies.

The adjacent table gives investors an individual Realtime Rating for KBWP on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Financials Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

KBWP Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B XLF
Expenses A FNCL
Performance
Volatility
Dividend
Concentration

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Alternative ETFs

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Emerging Market ETFs

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Leveraged ETFs

KBWP In-Depth Analysis

The following tables and charts contain in-depth metrics for KBWP and compare it to similar peer ETFs within its ETFdb Category.

Holdings

KBWP - Holdings

Filings Data as of: Jun 02, 2015
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Concentration Analysis

This section compares how balanced and deep KBWP is relative to the peer group ETFdb Category.

Number of Holdings
KBWP Rank:
KBWP 25
Category Low
Category High
% Assets in Top 10
KBWP Rank:
KBWP 57.21%
Category Low
Category High

KBWP Asset Allocation

Asset Percentage
U.S. Stocks 92.36%
International Stocks 7.63%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.0%
Other 0.0%

KBWP Sector Breakdown

Sector Percentage
Financial Services 100.0%
Technology 0.0%
Communication Services 0.0%
Consumer Defensive 0.0%
Real Estate 0.0%
Industrials 0.0%
Consumer Cyclical 0.0%
Basic Materials 0.0%
Energy 0.0%
Health Care 0.0%
Utilities 0.0%

KBWP Market Cap Breakdown

Market Cap Percentage
Giant 0.0%
Large 29.97%
Medium 41.42%
Small 28.6%
Micro 0.0%

KBWP Region Breakdown

Region Percentage
U.S. 92.36%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
Asia (Emerging) 0.0%

KBWP Market Tier Breakdown

Region Percentage
Developed 100.0%
Emerging 0.0%

KBWP Country Breakdown

Country Percentage
United States 92.36%
Switzerland 7.63%
Other 0.01%
Expense

KBWP - Expenses & Fees

This section compares the cost efficiency of KBWP to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
KBWP Rank:
KBWP 0.35%
Category Low
Category High

Commission Free Trading in KBWP

KBWP is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 5 other ETFs in the Financials Equities ETFdb Category that are also eligible for commission free trading:

Performance

KBWP - Performance

This section shows how KBWP has performed relative to its peer group ETFdb Category.

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1 Week Return
KBWP Rank:
KBWP -1.54%
Category Low
Category High
4 Week Return
KBWP Rank:
KBWP 2.49%
Category Low
Category High
13 Week Return
KBWP Rank:
KBWP 1.25%
Category Low
Category High
26 Week Return
KBWP Rank:
KBWP 3.46%
Category Low
Category High
Year to Date Return
KBWP Rank:
KBWP 4.38%
Category Low
Category High
1 Year Return
KBWP Rank:
KBWP 14.80%
Category Low
Category High
3 Year Return
KBWP Rank:
KBWP 69.94%
Category Low
Category High
5 Year Return
KBWP Rank:
No Ranking Available
Category Low
Category High
Charts

KBWP - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of KBWP relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

KBWP - Valuation

This section shows how the P/E multiple of KBWP compares to the peer group ETFdb Category.

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P/E Ratio
KBWP Rank:
KBWP 12.37
Category Low
Category High

As of Jun 30, 2015

Dividend

KBWP - Dividend

This section shows how the dividend yield of KBWP compares to the peer group ETFdb Category.

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Annual Dividend Yield
KBWP Rank:
KBWP 2.31%
Category Low
Category High

As of Jun 30, 2015

Technicals

KBWP - Technicals

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KBWP Volatility Analysis

This section shows how the volatility of KBWP compares to the peer group ETFdb Category.

5 Day Volatility
KBWP Rank:
KBWP 14.00%
Category Low
Category High
20 Day Volatility
KBWP Rank:
KBWP 15.35%
Category Low
Category High
50 Day Volatility
KBWP Rank:
KBWP 12.64%
Category Low
Category High
200 Day Volatility
KBWP Rank:
KBWP 11.66%
Category Low
Category High
Beta
KBWP Rank:
KBWP -1.27
Category Low
Category High
Standard Deviation
KBWP Rank:
KBWP 2.34%
Category Low
Category High

KBWP Technicals

  • 20 Day MA: $44.07
  • 60 Day MA: $43.70
  • MACD 15 Period: -0.19
  • MACD 100 Period: 0.71
  • Williams % Range 10 Day: 79.60
  • Williams % Range 20 Day: 36.02
  • RSI 10 Day: 50
  • RSI 20 Day: 53
  • RSI 30 Day: 53
  • Ultimate Oscillator: 39

KBWP Bollinger Bands

  • Lower Bollinger (10 Day): $44.09
  • Upper Bollinger (10 Day): $45.29
  • Lower Bollinger (20 Day): $42.53
  • Upper Bollinger (20 Day): $45.61
  • Lower Bollinger (30 Day): $42.43
  • Upper Bollinger (30 Day): $45.29

KBWP Support & Resistance

  • Support Level 1: n/a
  • Support Level 2: $44.00
  • Resistance Level 1: n/a
  • Resistance Level 2: $44.40

KBWP Stochastic

  • Stochastic Oscillator %D (1 Day): 37.88
  • Stochastic Oscillator %D (5 Day): 24.01
  • Stochastic Oscillator %K (1 Day): 45.30
  • Stochastic Oscillator %K (5 Day): 38.95
Fact Sheet

KBWP - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.