KBWPvsIYFETF Comparison
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Invesco KBW Property & Casualty Insurance ETF (KBWP) and iShares U.S. Financials ETF (IYF) belong to the same industry segment: US Financials. Both ETFs have the same top 3 sector exposures: and Financials. KBWP is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.38% for IYF. KBWP is down -5.7% year-to-date (YTD) with -$27M in YTD flows. IYF performs better with -3.42% YTD performance, and -$597M in YTD flows. Run a side-by-side ETF comparison of KBWP and IYF below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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KBWP vs IYF performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 05/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KBWP IYF | +0.66%+4.94% | -3.00%-3.20% | -5.70%-3.42% | +1.98%+13.81% | +48.55%+77.88% | +66.63%+67.03% |
| Flows | KBWP IYF | -$12M-$85M | -$22M-$689M | -$27M-$597M | -$202M-$317M | -$207M+$198M | -$2M-$95M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KBWP IYF | +17.86%+17.70% | +16.52%+14.79% | +17.25%+16.96% | +18.47%+19.04% |
| Max drawdown | KBWP IYF | -8.06%-11.62% | -8.60%-13.86% | -12.30%-16.50% | -16.98%-25.09% |
| Max drawdown duration | KBWP IYF | 60d82d | 122d115d | 123d125d | 235d747d |
Trading data
KBWP | IYF | |
Last sale 5/1/2026 at 1:30 PM | $119.05 | $123.88 |
| Previous close 04/29/2026 | $119.81 | $124.34 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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KBWP | IYF | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
KBWP | IYF | |
|---|---|---|
| Last price | $119.05 | $123.88 |
| 1D performance | -0.63% | -0.37% |
| AuM | $247.47 M | $3.39 B |
| E/R | 0.35% | 0.38% |
Characteristics
KBWP | IYF | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | iShares |
| Benchmark | KBW Nasdaq Property & Casualty Index | Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index |
| N° of holdings | 24 | 134 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 2, 2010 | May 22, 2000 |
| ESG | No | No |
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Exposure
Countries
KBWP
USA
65.67%
Bermuda
14.15%
Ireland
12.08%
Switzerland
8.1%
Other
-0%
IYF
USA
93.24%
Other
6.76%
Sectors
KBWP
Financials
100%
Other
-0%
IYF
Financials
95.76%
Other
4.24%
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Diversification
KBWP
Total weight of top 15 holdings out of 15
79.9%
IYF
Total weight of top 15 holdings out of 15
57.58%
Top 15 holdings
Data as of March 31, 2026
KBWP
CHUBB LTD
8.10%
AON
8.09%
PROGRESSIVE
8.05%
TRAVELERS COS INC/THE
7.99%
MARSH AND MCLENNAN
7.83%
ALLSTATE
4.09%
HARTFORD FINANCIAL SERVICES GRUP
4.06%
CINCINNATI FINANCIAL
4.05%
ARCH CAPITAL GROUP
4.03%
WILLIS TOWERS WATSON
4.00%
EVEREST REINSURANCE GROUP
3.95%
ARTHUR J GALLAGHER
3.92%
AMERICAN INTERNATIONAL GROUP
3.92%
RENAISSANCERE
3.91%
WR BERKLEY
3.90%
IYF
BERKSHIRE HATHWAY
11.62%
JPMORGAN CHASE
10.67%
BK OF AMERICA CO
4.50%
WELLS FARGO
4.03%
THE GOLDMAN SACHS GROUP
4.03%
CITIGROUP
3.35%
MORGAN STANLEY
3.18%
CHARLES SCHWAB
2.68%
US09290D1019
2.50%
S&P GLOBAL INC
2.20%
CHUBB LTD
2.03%
PROGRESSIVE
1.98%
CME GROUP
1.81%
INTERCONTINENTAL EXCHANGE INC
1.53%
BLACKSTONE GROUP
1.46%
Frequently asked questions about KBWP and IYF
How have the KBWP and IYF ETFs performed in 2026?
As of May 1, 2026, KBWP is down -5.7% year-to-date (YTD), while IYF has lost -3.42%. That puts IYF better performer ahead so far this year.
Which ETF is attracting more investor money: KBWP or IYF?
Year-to-date, the KBWP ETF saw -$27M in flows, compared to -$597M for IYF.
Which ETF is more volatile: KBWP or IYF?
Over the past year, KBWP had a volatility of 16.52%, while IYF experienced 14.79%.
Which ETF is bigger: KBWP or IYF?
As of May 1, 2026, KBWP holds $247.47 M in assets under management (AUM), while IYF manages $3.39 B.
What sectors do the KBWP and IYF ETFs invest in?
KBWP leans toward sectors like Financials. Meanwhile, IYF focuses on Financials.
What are the top holdings of the KBWP ETF and IYF ETF?
KBWP top holdings include CHUBB LTD, AON and PROGRESSIVE. IYF holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and BK OF AMERICA CO.
Which ETF is more diversified: KBWP or IYF?
KBWP holds 24 securities with 79.9% of its assets in the top 15. IYF has 142 securities and a top 15 weight of 57.58%.
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Latest news about KBWP & IYF
Insurance Investments Unveiled: Trends, ETFs, and the Changing Risk Landscape
October 31, 2023
KBWP
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