About Invesco KBW High Dividend Yield Financial ETF (KBWD) — Dividend Analysis 2026
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-dividend yield-weighted index of companies principally engaged in the business of providing financial services and products, as determined by the index provider. The underlying index is designed to track the performance of financial companies with competitive dividend yields that are publicly-traded in the U.S.
Is KBWD a good dividend investment in 2026?
KBWD offers a 16.50% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 3.5% is modest — investors should weigh current income against growth alternatives.
KBWD DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your KBWD portfolio grows to $62.0K vs $30.0K without reinvestment. This is the compound interest effect in action.
KBWD dividend growth history & forecast
KBWD has grown its dividend by -10.3% over the last year and 3.5% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 16.50%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 KBWD Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold KBWD.
Gross yield
16.50%
Tax rate
15.00%
After-tax yield
14.03%
Real yield (−CPI)
11.23%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
16.50%
13.70%
$1,650 / yr
🇺🇸 US Taxable (15%) ✓
15%
14.03%
11.23%
$1,403 / yr
🇺🇸 US Taxable (20%)
20%
13.20%
10.40%
$1,320 / yr
🇬🇧 UK ISA
0%
16.50%
13.70%
$1,650 / yr
🇬🇧 UK Taxable
8.75%
15.06%
12.26%
$1,506 / yr
🇨🇦 TFSA
0%
16.50%
13.70%
$1,650 / yr
🇨🇦 CA Taxable
25%
12.38%
9.57%
$1,238 / yr
🇦🇺 Super (pension)
15%
14.03%
11.23%
$1,403 / yr
🇦🇺 AU Taxable
30%
11.55%
8.75%
$1,155 / yr
🇩🇪 DE Taxable
26.375%
12.15%
9.35%
$1,215 / yr
🇫🇷 FR Taxable
30%
11.55%
8.75%
$1,155 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 KBWD Income Goal & Break-Even
Dividend Break-Even
7yr
Years for dividends to fully repay your KBWD investment of $10.31/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$38.1K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$35.7K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in KBWD for:
Shares needed
16,592
Capital required
$171,146
Monthly income
$2,000
Based on current dividend of $1.70/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 KBWD Dividend Payment Schedule
KBWD pays every month — 12 payments per year.
Jan
💰
Feb
💰
Mar
💰
Apr
💰
May
💰
Jun
💰
Jul
💰
Aug
💰
Sep
💰
Oct
💰
Nov
💰
Dec
💰
10 shares
$1.21 / payment
$14.47 / year after tax
100 shares
$12.05 / payment
$144.65 / year after tax
1,000 shares
$120.54 / payment
$1446.53 / year after tax
📊 KBWD vs Financial Services Benchmarks
How KBWD compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+13.60% vs sectorBetter
KBWD
16.50%
avg
2.90%
5Y Dividend CAGR▼-3.60% vs sectorBelow avg
KBWD
3.50%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
KBWD
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for KBWD sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ KBWD Insider Activity
No recent SEC filings reported in the last 90 days.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the KBWD dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
1-year price trend
📊KBWD Live Context
Invesco KBW High Dividend Yield Financial ETF (KBWD) is currently trading at $10.32, trading near its 52-week low. The current dividend yield is 16.50% based on an annual payout of $1.70 per share.
Invesco KBW High Dividend Yield Financial ETF (KBWD) is a financial services stock currently trading at $10.31 with a dividend yield of 16.50%. The company pays an annual dividend of $1.70 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, KBWD has grown its dividend at a compound annual rate of 3.5%.
⚠️ Key Risks
Above-average yield (16.50%) may signal elevated risk — verify sustainability.
Auto-generated from live market data. For educational purposes only — not financial advice.
📚 For educational purposes only. Not financial advice. Data sourced from Financial Modeling Prep (FMP) and SEC EDGAR. Results are estimates — actual returns will vary. Full disclaimer →
How investors use the KBWD dividend calculator
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.
News aggregated from public sources via Finnhub & RSS. For informational purposes only.
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For educational purposes only. Not financial advice.
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