Both IYR and KBWY are ETFs. IYR has a higher 5-year return than KBWY (3.77% vs -6.73%). Below is the comparison between IYR and KBWY.
| IYR | KBWY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 40 | 25 |
| Category | N/A | Real Estate |
| Family | BlackRock | Invesco PowerShares |
| Net Assets | N/A | N/A |
| Expense Ratio | N/A | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | N/A | 9.13% |
| Underlying Index | Dow Jones U.S. Real Estate Index | KBW Nasdaq Premium Yield Equity REIT Index |
| YTD Return | -3.81% | -13.57% |
| 1-Year Return | -15.12% | -24.50% |
| 3-Year Return | 5.61% | 5.42% |
| 5-Year Return | 3.77% | -6.73% |
| 10-Year Return | 4.55% | -0.65% |
IYR
IYR description
iShares Trust - iShares U.S. Real Estate ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund 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 companies across diversified market capitalization. It seeks to track the performance of the Dow Jones U.S. Real Estate Capped Index, by using representative sampling technique. iShares Trust - iShares U.S. Real Estate ETF was formed on June 12, 2000 and is domiciled in the United States.
IYR performance & returns
| YTD Return | -3.81% |
| 1-Month Return | -3.33% |
| 3-Month Return | -6.90% |
| 1-Year Return | -15.12% |
| 3-Year Return | 5.61% |
| 5-Year Return | 3.77% |
| 10-Year Return | 4.55% |
IYR holdings
Top 10 Holdings (46.36% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Prologis Inc | PLD | 9.64% |
| American Tower Corp | AMT | 7.94% |
| Equinix Inc | EQIX | 5.59% |
| Crown Castle Inc | CCI | 4.32% |
| Public Storage | PSA | 3.89% |
| Realty Income Corp | O | 3.29% |
| Welltower Inc | WELL | 3.13% |
| Simon Property Group Inc | SPG | 3.10% |
| VICI Properties Inc Ordinary Shares | VICI | 2.85% |
| CoStar Group Inc | CSGP | 2.62% |
IYR cons
The following are IYR weaknesses from our perspective:
- IYR net assets are $0.00 million. This fund is not a popular choice with retail investors.
- IYR 5-year return is 4.77%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- IYR 10-year return is 4.42%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
Other relevant IYR comparisons
You may also want to check out the following IYR comparisons that investors often look for on Finny
- IYR vs VNQ
- IYR vs XLRE
- IYR vs USRT
- IYR vs EWRE
- IYR vs FREL
- IYR vs FRI
- IYR vs ICF
- IYR vs KBWY
- IYR vs PSR
- IYR vs REZ
- IYR vs ROOF
- IYR vs RORE
- IYR 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