FGB
Price
$4.11
Change
-$0.01 (-0.24%)
Updated
Jun 20 closing price
Net Assets
59.77M
KBWB
Price
$67.77
Change
+$0.55 (+0.82%)
Updated
Jun 20 closing price
Net Assets
4.08B
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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$4.11
Change-$0.01 (-0.24%)
Volume$20.95K
Net Assets59.77M
Invesco KBW Bank ETF
Price$67.77
Change+$0.55 (+0.82%)
Volume$1.84M
Net Assets4.08B
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
Jun 22, 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: 4.08B vs. FGB (59.8M). KBWB has a higher annual dividend yield than FGB: KBWB (4.380) vs FGB (2.303). 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 YTD2.3034.38053%
Net Assets59.8M4.08B1%
Total Expense Ratio4.580.351,309%
Turnover27.0011.00245%
Yield9.472.43390%
Fund Existence18 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBKBWB
RSI
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 3 days ago
86%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
87%
Momentum
ODDS (%)
N/A
Bullish Trend 3 days ago
89%
MACD
ODDS (%)
Bearish Trend 3 days ago
85%
Bearish Trend 3 days ago
84%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
83%
Bullish Trend 3 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
88%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 3 days ago
89%
Declines
ODDS (%)
Bearish Trend 7 days ago
85%
Bearish Trend 10 days ago
86%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
90%
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
84%
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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%
-0.24%
MAIN - FGB
7%
Poorly correlated
-0.22%
ARCC - FGB
6%
Poorly correlated
-0.09%
NMFC - FGB
6%
Poorly correlated
+0.29%
TCPC - FGB
5%
Poorly correlated
+1.88%
HTGC - FGB
4%
Poorly correlated
-0.06%
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%
+0.82%
HBAN - KBWB
95%
Closely correlated
+0.70%
CFG - KBWB
93%
Closely correlated
+0.94%
TFC - KBWB
92%
Closely correlated
+1.18%
ZION - KBWB
90%
Closely correlated
+0.52%
FHN - KBWB
90%
Closely correlated
+2.20%
More