FGB
Price
$4.15
Change
-$0.00 (-0.00%)
Updated
Jun 27 closing price
Net Assets
60.2M
KBWB
Price
$73.53
Change
-$0.39 (-0.53%)
Updated
Jul 11 closing price
Net Assets
4.81B
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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$73.53
Change-$0.39 (-0.53%)
Volume$1.37M
Net Assets4.81B
FGB vs KBWB Comparison Chart in %
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
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KBWB
Daily Signalchanged days ago
Gain/Loss if bought
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FGB vs. KBWB commentary
Jul 13, 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 Buy and KBWB is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
KBWB has more net assets: 4.81B vs. FGB (60.2M). KBWB has a higher annual dividend yield than FGB: KBWB (13.940) 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 YTD3.29913.94024%
Net Assets60.2M4.81B1%
Total Expense Ratio4.580.351,309%
Turnover27.0011.00245%
Yield9.292.24414%
Fund Existence18 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBKBWB
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
89%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
85%
Bearish Trend 3 days ago
82%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
89%
MACD
ODDS (%)
Bearish Trend 3 days ago
84%
Bullish Trend 3 days ago
87%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
88%
Advances
ODDS (%)
Bullish Trend 26 days ago
90%
Bullish Trend 11 days ago
88%
Declines
ODDS (%)
Bearish Trend 21 days ago
85%
Bearish Trend 5 days ago
86%
BollingerBands
ODDS (%)
N/A
Bearish Trend 3 days ago
86%
Aroon
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
86%
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
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KBWB
Daily Signalchanged days ago
Gain/Loss if bought
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FGB and

Correlation & Price change

A.I.dvisor tells us that FGB and MAIN have been poorly correlated (+7% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that FGB and MAIN's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FGB
1D Price
Change %
FGB100%
N/A
MAIN - FGB
7%
Poorly correlated
+1.19%
ARCC - FGB
6%
Poorly correlated
+0.26%
NMFC - FGB
6%
Poorly correlated
N/A
TCPC - FGB
5%
Poorly correlated
+0.38%
HTGC - FGB
4%
Poorly correlated
+1.07%
More

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%
-0.53%
HBAN - KBWB
95%
Closely correlated
-0.97%
CFG - KBWB
93%
Closely correlated
-0.48%
TFC - KBWB
92%
Closely correlated
-0.15%
FHN - KBWB
90%
Closely correlated
-1.09%
ZION - KBWB
90%
Closely correlated
+0.99%
More