KBWD: Watching Treasury Rates For BDC And REIT Clues
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KBWD, an ETF focused on high dividend yield, underperformed the S&P 500 in 2024. Despite a solid valuation, its relative strength is weak, leading to a hold rating for 2025. Concerns include a high expense ratio and tax implications, though it offers a 12.5% yield.
January 01, 2025 | 4:00 am
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KBWD ETF underperformed the S&P 500 in 2024. It has a solid valuation but weak relative strength, leading to a hold rating for 2025. High expense ratio and tax implications are concerns, despite a 12.5% yield.
KBWD's underperformance relative to the S&P 500 and its weak relative strength suggest limited short-term upside. The high expense ratio and tax implications further weigh on its attractiveness, despite a high yield that may appeal to income investors.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100