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Invesco KBW Bank ETF (KBWB) has delivered a total return of 43% since 2021, significantly outpacing the iShares U.S. Regional Banks ETF (IAT), which returned 6% over the same period.
While both funds focus on the financial sector, they differ in their specific holdings and income characteristics, presenting distinct profiles for investors weighing performance against dividend yield.
KBWB provides diversified exposure to national and regional banks, whereas IAT targets the regional banking sector exclusively.
The Invesco fund holds 26 positions, with its largest allocations to JPMorgan Chase & Co at 8.10%, Wells Fargo & Co at 8.08%, and Morgan Stanley at 7.74%.
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