FGB
Price
$4.15
Change
-$0.00 (-0.00%)
Updated
Jun 27 closing price
Net Assets
60.2M
KBWB
Price
$71.73
Change
-$0.61 (-0.84%)
Updated
Aug 7, 04:59 PM (EDT)
Net Assets
4.5B
Interact to see
Advertisement

FGB vs KBWB

Header iconFGB vs KBWB Comparison
Open Charts FGB vs KBWBBanner chart's image
First Trust Specialty Finance and Financial Opportunities Fund
Price$4.15
Change-$0.00 (-0.00%)
Volume$15.5K
Net Assets60.2M
Invesco KBW Bank ETF
Price$71.73
Change-$0.61 (-0.84%)
Volume$8.57K
Net Assets4.5B
FGB vs KBWB Comparison Chart in %
Loading...
FGB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
KBWB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
FGB vs. KBWB commentary
Aug 08, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FGB is a Hold and KBWB is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
KBWB has more net assets: 4.5B vs. FGB (60.2M). KBWB has a higher annual dividend yield than FGB: KBWB (12.096) vs FGB (3.299). FGB was incepted earlier than KBWB: FGB (18 years) vs KBWB (14 years). KBWB (0.35) has a lower expense ratio than FGB (4.58). FGB has a higher turnover KBWB (11.00) vs KBWB (11.00).
FGBKBWBFGB / KBWB
Gain YTD3.29912.09627%
Net Assets60.2M4.5B1%
Total Expense Ratio4.580.351,309%
Turnover27.0011.00245%
Yield9.292.19425%
Fund Existence18 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBKBWB
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
N/A
Bearish Trend 2 days ago
84%
MACD
ODDS (%)
N/A
Bearish Trend 2 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
84%
Advances
ODDS (%)
N/A
Bullish Trend 16 days ago
89%
Declines
ODDS (%)
N/A
Bearish Trend 2 days ago
86%
BollingerBands
ODDS (%)
N/A
Bullish Trend 2 days ago
88%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
85%
View a ticker or compare two or three
Interact to see
Advertisement
FGB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
KBWB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TEEFX83.401.02
+1.24%
T. Rowe Price Tax-Efficient Equity I
JPDVX16.52N/A
N/A
JPMorgan Diversified L
CCQYX15.57N/A
N/A
Columbia Disciplined Core Inst3
NQGAX39.46N/A
N/A
Nuveen Global Equity Income A
LAVGX16.07N/A
N/A
Lord Abbett International Growth R6

KBWB and

Correlation & Price change

A.I.dvisor indicates that over the last year, KBWB has been closely correlated with HBAN. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if KBWB jumps, then HBAN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KBWB
1D Price
Change %
KBWB100%
-0.19%
HBAN - KBWB
95%
Closely correlated
-0.99%
CFG - KBWB
94%
Closely correlated
-0.78%
GS - KBWB
93%
Closely correlated
+0.53%
RF - KBWB
92%
Closely correlated
-0.99%
BAC - KBWB
92%
Closely correlated
-0.31%
More