Both KBWY and REZ are ETFs. KBWY has a lower 5-year return than REZ (-6.73% vs 6.07%). KBWY has a lower expense ratio than REZ (0.35% vs 0.48%). Below is the comparison between KBWY and REZ.
| KBWY | REZ | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 25 | 60 |
| Category | Real Estate | Real Estate |
| Family | Invesco PowerShares | BlackRock |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.35% | 0.48% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 9.13% | 3.27% |
| Underlying Index | KBW Nasdaq Premium Yield Equity REIT Index | FTSE NAREIT All Residential Capped Index |
| YTD Return | -13.57% | 0.84% |
| 1-Year Return | -24.50% | -16.38% |
| 3-Year Return | 5.42% | 8.87% |
| 5-Year Return | -6.73% | 6.07% |
| 10-Year Return | -0.65% | 5.88% |
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
REZ
REZ description
iShares Trust - iShares Residential and Multisector Real Estate ETF is an exchange traded fund launched by BlackRock, Inc. The fund 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, equity investment trusts (reits), residential reits, specialized reits, health care reits, self-storage reits sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the FTSE Nareit All Residential Capped Index, by using representative sampling technique. iShares Trust - iShares Residential and Multisector Real Estate ETF was formed on May 1, 2007 and is domiciled in the United States.
REZ performance & returns
| YTD Return | 0.84% |
| 1-Month Return | -2.66% |
| 3-Month Return | -6.10% |
| 1-Year Return | -16.38% |
| 3-Year Return | 8.87% |
| 5-Year Return | 6.07% |
| 10-Year Return | 5.88% |
REZ holdings
Top 10 Holdings (63.14% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Public Storage | PSA | 12.26% |
| Welltower Inc | WELL | 9.96% |
| AvalonBay Communities Inc | AVB | 6.70% |
| Equity Residential | EQR | 6.23% |
| Invitation Homes Inc | INVH | 5.41% |
| Extra Space Storage Inc | EXR | 5.35% |
| Ventas Inc | VTR | 4.54% |
| Mid-America Apartment Communities Inc | MAA | 4.42% |
| Sun Communities Inc | SUI | 4.37% |
| Essex Property Trust Inc | ESS | 3.90% |
REZ pros
The following are REZ strengths from our perspective:
- REZ 3-year return is 9.91%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- REZ 5-year return is 7.3%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- REZ 15-year return is 6.8%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
Other relevant REZ comparisons
You may also want to check out the following REZ comparisons that investors often look for on Finny
- REZ vs VNQ
- REZ vs FREL
- REZ vs EWRE
- REZ vs FRI
- REZ vs ICF
- REZ vs IYR
- REZ vs KBWY
- REZ vs PSR
- REZ vs ROOF
- REZ vs RORE
- REZ vs RWR