This ETF offers exposure to regional banks, delivering targeted exposure to a unique corner of the U.S. financials sector. Given the narrow focus of KBWR, this fund might be most useful for investors looking to implement a shorter term tactical tilt towards this corner of the market, though it can certainly also be used as a component of a long-term portfolio as well. KBWR's portfolio is unique from the most popular ETFs in the Financials Equities ETFdb Category; this ETF is designed to focus on firms that do business as regional banks or thrifts, and as such does not include Wall Street titans that make up funds such as XLF. Moreover, it should be noted that these smaller regional banks often maintain risk/return profiles that differ considerably from their large cap peers; though impacted by some of the same factors, regional banks generally depend more heavily on traditional banking functions to drive profits. KBWR's portfolio is reasonably deep, consisting of about 50 individual holdings. And this ETF features a nice degree of balance as well; no one name accounts for a huge portion of assets. For investors looking to target this corner of the market, the competitive expense ratio and balanced portfolio make KBWR a potentially appealing option. Alternative ETPs covering the same corner of the market include KRE (which is linked to an equal-weighted index) and IAT, while ProShares offers a pair of leveraged ETFs targeting regional banks (KRS, KRU).
The adjacent table gives investors an individual Realtime Rating for KBWR 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.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
This section compares how balanced and deep this ETF is relative to the peer group ETFdb.com Category.
|Developed Markets (ex-US)||1.95%|
This section compares the cost efficiency of this ETF to peers in the same ETFdb.com Category.
This ETF is not currently available for commission free trading on any platforms.
There are 6 other ETFs in the Financials Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
This section compares the fund flows of this ETF to peers in the same ETFdb.com Category.
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 KBWR relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.