Both KBWD and KBWY are ETFs. KBWD has a higher 5-year return than KBWY (9.19% vs 0.08%). KBWD has a higher expense ratio than KBWY (1.24% vs 0.35%). Below is the comparison between KBWD and KBWY.
| KBWD | KBWY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 20 | 0 |
| Category | N/A | N/A |
| Family | Invesco PowerShares | Invesco PowerShares |
| Net Assets | N/A | N/A |
| Expense Ratio | 1.24% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 7.98% | 7.12% |
| Underlying Index | KBW Nasdaq Financial Sector Dividend Yield Index | KBW Nasdaq Premium Yield Equity REIT Index |
| YTD Return | 25.85% | 12.85% |
| 1-Year Return | 84.17% | 44.73% |
| 3-Year Return | 5.15% | -3.46% |
| 5-Year Return | 9.19% | 0.08% |
| 10-Year Return | 7.37% | 5.10% |
KBWD
KBWD description
Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial 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. It invests in stocks of companies operating across financials sectors. The fund 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 Financial Sector Dividend Yield Index, by using full replication technique. Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF was formed on December 2, 2010 and is domiciled in the United States.
KBWD performance & returns
| YTD Return | 25.85% |
| 1-Month Return | 2.96% |
| 3-Month Return | 18.13% |
| 1-Year Return | 84.17% |
| 3-Year Return | 5.15% |
| 5-Year Return | 9.19% |
| 10-Year Return | 7.37% |
KBWD holdings
Top 10 Holdings (37.42% of Total Assets)
KBWD pros
The following are KBWD strengths from our perspective:
- KBWD 5-year return is 9.19%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
KBWD cons
The following are KBWD weaknesses from our perspective:
- KBWD net assets are $0.00 million. This fund is not a popular choice with retail investors.
- KBWD 3-year return is 5.15%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- KBWD 10-year return is 7.37%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- KBWD expense ratio is 1.24%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant KBWD comparisons
You may also want to check out the following KBWD comparisons that investors often look for on Finny
- KBWD vs FNCL
- KBWD vs FXO
- KBWD vs IYF
- KBWD vs JHMF
- KBWD vs PFI
- KBWD vs PSCF
- KBWD vs RWW
- KBWD vs RYF
- KBWD vs VFH
- KBWD vs XLF
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 | 12.85% |
| 1-Month Return | 0.33% |
| 3-Month Return | 9.88% |
| 1-Year Return | 44.73% |
| 3-Year Return | -3.46% |
| 5-Year Return | 0.08% |
| 10-Year Return | 5.10% |
KBWY holdings
Top 10 Holdings (45.99% of Total Assets)
KBWY pros
None that we could think of.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 3-year return is -3.46%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- KBWY 5-year return is 0.08%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KBWY 10-year return is 5.1%, 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