Both EWRE and KBWY are ETFs. EWRE has a higher 5-year return than KBWY (5.54% vs -6.73%). EWRE has a higher expense ratio than KBWY (0.4% vs 0.35%). Below is the comparison between EWRE and KBWY.
| EWRE | KBWY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 25 |
| Category | Real Estate | Real Estate |
| Family | Guggenheim | Invesco PowerShares |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.40% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.39% | 9.13% |
| Underlying Index | S&P 500 Equal Weight Real Estate Index | KBW Nasdaq Premium Yield Equity REIT Index |
| YTD Return | -5.24% | -13.57% |
| 1-Year Return | -18.06% | -24.50% |
| 3-Year Return | 9.54% | 5.42% |
| 5-Year Return | 5.54% | -6.73% |
| 10-Year Return | 0.00% | -0.65% |
EWRE
EWRE description
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Real Estate ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across real estate sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Equal Weight Real Estate Index, by using full replication technique. Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Real Estate ETF was formed on August 13, 2015 and is domiciled in the United States.
EWRE performance & returns
| YTD Return | -5.24% |
| 1-Month Return | -3.97% |
| 3-Month Return | -9.11% |
| 1-Year Return | -18.06% |
| 3-Year Return | 9.54% |
| 5-Year Return | 5.54% |
| 10-Year Return | 0.00% |
EWRE holdings
Top 10 Holdings (34.92% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Welltower Inc | WELL | 3.65% |
| Invitation Homes Inc | INVH | 3.60% |
| Equinix Inc | EQIX | 3.51% |
| SBA Communications Corp Class A | SBAC | 3.50% |
| American Tower Corp | AMT | 3.49% |
| Prologis Inc | PLD | 3.45% |
| Iron Mountain Inc | IRM | 3.44% |
| Equity Residential | EQR | 3.43% |
| AvalonBay Communities Inc | AVB | 3.42% |
| VICI Properties Inc Ordinary Shares | VICI | 3.42% |
EWRE cons
The following are EWRE weaknesses from our perspective:
- EWRE net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant EWRE comparisons
You may also want to check out the following EWRE comparisons that investors often look for on Finny
- EWRE vs VNQ
- EWRE vs FREL
- EWRE vs FRI
- EWRE vs ICF
- EWRE vs IYR
- EWRE vs KBWY
- EWRE vs PSR
- EWRE vs REZ
- EWRE vs ROOF
- EWRE vs RORE
- EWRE vs RWR
KBWY
KBWY description
Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across real estate, equity investment trusts (reits) sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the KBW Nasdaq Premium Yield Equity REIT Index, by using full replication technique. Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF was formed on December 2, 2010 and is domiciled in the United States.
KBWY performance & returns
| YTD Return | -13.57% |
| 1-Month Return | -2.18% |
| 3-Month Return | -19.87% |
| 1-Year Return | -24.50% |
| 3-Year Return | 5.42% |
| 5-Year Return | -6.73% |
| 10-Year Return | -0.65% |
KBWY holdings
Top 10 Holdings (44.31% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| The Necessity Retail REIT Inc Class A | RTL | 5.07% |
| Medical Properties Trust Inc | MPW | 4.89% |
| Omega Healthcare Investors Inc | OHI | 4.85% |
| Sabra Health Care REIT Inc | SBRA | 4.64% |
| Global Net Lease Inc | GNL | 4.61% |
| Brandywine Realty Trust | BDN | 4.39% |
| EPR Properties | EPR | 4.36% |
| Global Medical REIT Inc | GMRE | 4.04% |
| Gladstone Commercial Corp | GOOD | 4.02% |
| Outfront Media Inc | OUT | 3.45% |
KBWY pros
The following are KBWY strengths from our perspective:
- KBWY 3-year return is 6.4%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
KBWY cons
The following are KBWY weaknesses from our perspective:
- KBWY net assets are $0.00 million. This fund is not a popular choice with retail investors.
- KBWY 5-year return is -5.65%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KBWY 10-year return is -0.89%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
Other relevant KBWY comparisons
You may also want to check out the following KBWY comparisons that investors often look for on Finny
- KBWY vs EWRE
- KBWY vs FREL
- KBWY vs FRI
- KBWY vs ICF
- KBWY vs IYR
- KBWY vs PSR
- KBWY vs REZ
- KBWY vs ROOF
- KBWY vs RORE
- KBWY vs RWR