Invesco KBW High Dividend Yield Financial ETF (KBWD) belongs to the Financials Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with KBWD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KBWD
KBWD charges 5.39% annually. There are 44 ETFs in the Financials Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity MSCI Financials Index ETF | 0.08% | 2.17B | Oct 2013 | KBWD vs FNCL | |
| State Street Financial Select Sector SPDR ETF | 0.08% | 51.89B | Dec 1998 | KBWD vs XLF | |
| Vanguard Financials ETF | 0.09% | 13.50B | Jan 2004 | KBWD vs VFH | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | KBWD vs GABF | |
| Portfolio Building Block European Banks Index ETF | 0.13% | 22.30M | Nov 2025 | KBWD vs PBEU |
Best Risk-Adjusted Alternatives to KBWD
KBWD has a PortfoliosLab risk / return rank of 10. There are 29 ETFs in the Financials Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 90 | 5.04M | Oct 2024 | KBWD vs HSBH | |
| Themes Global Systemically Important Banks ETF | 80 | 24.99M | Dec 2023 | KBWD vs GSIB | |
| Invesco KBW Bank ETF | 56 | 6.25B | Nov 2011 | KBWD vs KBWB | |
| iShares MSCI Europe Financials ETF | 47 | 3.69B | Jan 2010 | KBWD vs EUFN | |
| First Trust Nasdaq Bank ETF | 42 | 299.07M | Sep 2016 | KBWD vs FTXO |
Top Performing KBWD Alternatives (YTD)
KBWD is at -5.53% YTD. There are 32 ETFs in the Financials Equities category with higher YTD returns, going as high as 26.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 26.93% | 5.04M | Oct 2024 | KBWD vs HSBH | |
| First Trust NASDAQ ABA Community Bank Index Fund | 16.85% | 83.48M | Jun 2009 | KBWD vs QABA | |
| Themes Global Systemically Important Banks ETF | 16.30% | 24.99M | Dec 2023 | KBWD vs GSIB | |
| SPDR S&P Regional Banking ETF | 14.14% | 4.33B | Jun 2006 | KBWD vs KRE | |
| Portfolio Building Block European Banks Index ETF | 13.63% | 22.30M | Nov 2025 | KBWD vs PBEU |
Lowest Volatility Alternatives to KBWD
KBWD has 15.67% 1-year volatility. There are 13 ETFs in the Financials Equities category with lower 1-year volatility, going as low as 9.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | 9.43% | 7.14M | Jul 2022 | KBWD vs SPCZ | |
| iShares MSCI Kuwait ETF | 13.57% | 70.62M | Sep 2020 | KBWD vs KWT | |
| iShares Global Financials ETF | 13.90% | 580.15M | Nov 2001 | KBWD vs IXG | |
| iShares U.S. Financials ETF | 14.53% | 3.81B | May 2000 | KBWD vs IYF | |
| State Street Financial Select Sector SPDR ETF | 14.62% | 51.89B | Dec 1998 | KBWD vs XLF |
Lowest Drawdown Alternatives to KBWD
KBWD has a 1-year max drawdown of -15.05%. There are 23 ETFs in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -3.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | -3.82% | 7.14M | Jul 2022 | KBWD vs SPCZ | |
| iShares U.S. Insurance ETF | -7.62% | 376.18M | May 2006 | KBWD vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -9.56% | 254.21M | Dec 2010 | KBWD vs KBWP | |
| Invesco S&P SmallCap Financials ETF | -9.91% | 26.65M | Apr 2010 | KBWD vs PSCF | |
| iShares Global Financials ETF | -11.33% | 580.15M | Nov 2001 | KBWD vs IXG |
Other ETFs from Invesco
The 10 most viewed Invesco ETFs shown here include QQQ, SPMO, QQQM and span 12 categories. AUM among these funds goes as high as $493B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 59 | 16.45% | 493.17B | Mar 1999 | KBWD vs QQQ | |
| Invesco S&P 500 Momentum ETF | Momentum, S&P 500 | 68 | 29.91% | 21.99B | Oct 2015 | KBWD vs SPMO | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 60 | 16.48% | 101.29B | Oct 2020 | KBWD vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 49 | 9.94% | 92.57B | Apr 2003 | KBWD vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 94 | 90.62% | 3.22B | Jun 2021 | KBWD vs SOXQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 39 | 1.60% | 10.60B | May 2005 | KBWD vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Blend Equities | 61 | 16.54% | 21.05B | Dec 2005 | KBWD vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Large Cap Value Equities | 30 | 8.20% | 3.27B | Oct 2012 | KBWD vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 66 | 22.90% | 8.18B | Mar 2005 | KBWD vs XMMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 38 | 9.76% | 8.26B | Oct 2005 | KBWD vs PPA |
Often Compared With KBWD
Investors most often compare KBWD with SCHD, JEPI, PGX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare KBWD with Any Fund or Stock
Compare KBWD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KBWD with funds that move differently
Invesco KBW High Dividend Yield Financial ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KBWD.
Explore KBWD Diversifiers