Both KBWY and PSR are ETFs. KBWY has a lower 5-year return than PSR (-5.07% vs 2.52%). KBWY and PSR have the same expense ratio (0.35%). Below is the comparison between KBWY and PSR.
| KBWY | PSR | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 25 | 0 |
| Category | Real Estate | Real Estate |
| Family | Invesco PowerShares | Invesco PowerShares |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.35% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 8.26% | 2.98% |
| Underlying Index | KBW Nasdaq Premium Yield Equity REIT Index | -- |
| YTD Return | -2.04% | -5.09% |
| 1-Year Return | -7.08% | -8.29% |
| 3-Year Return | 8.62% | 3.55% |
| 5-Year Return | -5.07% | 2.52% |
| 10-Year Return | 1.63% | 5.82% |
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 | -2.04% |
| 1-Month Return | 0.78% |
| 3-Month Return | 3.06% |
| 1-Year Return | -7.08% |
| 3-Year Return | 8.62% |
| 5-Year Return | -5.07% |
| 10-Year Return | 1.63% |
KBWY holdings
Top 10 Holdings (56.25% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Hudson Pacific Properties Inc | HPP | 9.83% |
| Brandywine Realty Trust | BDN | 7.96% |
| Uniti Group Inc | UNIT | 7.24% |
| SL Green Realty Corp | SLG | 6.12% |
| Global Net Lease Inc | GNL | 4.73% |
| Innovative Industrial Properties Inc | IIPR | 4.66% |
| The Necessity Retail REIT Inc Class A | RTL | 4.19% |
| Sabra Health Care REIT Inc | SBRA | 3.97% |
| Gladstone Commercial Corp | GOOD | 3.87% |
| Office Properties Income Trust | OPI | 3.67% |
KBWY pros
The following are KBWY strengths from our perspective:
- KBWY 3-year return is 8.62%, 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 -5.07%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KBWY 10-year return is 1.63%, 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
PSR
PSR description
Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund is co-managed by Invesco Advisers, Inc. 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 companies across diversified market capitalization. The fund employs quantitative analysis to create its portfolio. It benchmarks the performance of its portfolio against FTSE NAREIT All Equity REITs Index. Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF was formed on November 19, 2008 and is domiciled in the United States.
PSR performance & returns
| YTD Return | -5.09% |
| 1-Month Return | -1.72% |
| 3-Month Return | -3.86% |
| 1-Year Return | -8.29% |
| 3-Year Return | 3.55% |
| 5-Year Return | 2.52% |
| 10-Year Return | 5.82% |
PSR holdings
Top 10 Holdings (35.02% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Digital Realty Trust Inc | DLR | 5.51% |
| Equinix Inc | EQIX | 5.08% |
| SBA Communications Corp Class A | SBAC | 4.65% |
| American Tower Corp | AMT | 4.62% |
| Crown Castle Inc | CCI | 4.59% |
| Americold Realty Trust Inc | COLD | 2.18% |
| Stag Industrial Inc | STAG | 2.11% |
| Terreno Realty Corp | TRNO | 2.10% |
| First Industrial Realty Trust Inc | FR | 2.10% |
| Rexford Industrial Realty Inc | REXR | 2.09% |
PSR pros
None that we could think of.PSR cons
The following are PSR weaknesses from our perspective:
- PSR net assets are $0.00 million. This fund is not a popular choice with retail investors.
- PSR 3-year return is 3.55%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- PSR 5-year return is 2.52%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- PSR 10-year return is 5.82%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
Other relevant PSR comparisons
You may also want to check out the following PSR comparisons that investors often look for on Finny
- PSR vs EWRE
- PSR vs FREL
- PSR vs FRI
- PSR vs ICF
- PSR vs IYR
- PSR vs KBWY
- PSR vs REZ
- PSR vs ROOF
- PSR vs RORE
- PSR vs RWR