KBWY vs REZ

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.

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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 expense ratio is 0.35%.

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

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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 expense ratio is 0.48%.

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%.

REZ cons

The following are REZ weaknesses from our perspective:

  • REZ net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • REZ 10-year return is 5.74%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.

Other relevant REZ comparisons

You may also want to check out the following REZ comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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