KBWY vs RORE

Both KBWY and RORE are ETFs. KBWY has a lower expense ratio than RORE (0.35% vs 0.45%). Below is the comparison between KBWY and RORE.

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KBWY RORE
Security Type ETF ETF
Finny Score 25 0
Category Real Estate Real Estate
Family Invesco PowerShares Hartford
Net Assets N/A N/A
Expense Ratio 0.35% 0.45%
Management Style passive (index-based) passive (index-based)
Dividend Yield 8.26% 2.22%
Underlying Index KBW Nasdaq Premium Yield Equity REIT Index Hartford Risk-Optimized Multifactor REIT Index
YTD Return -2.04% -24.51%
1-Year Return -7.08% -18.45%
3-Year Return 8.62% -3.74%
5-Year Return -5.07% 0.00%
10-Year Return 1.63% 0.00%

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 expense ratio is 0.35%.

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%.

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RORE

RORE description

RORE performance & returns
YTD Return -24.51%
1-Month Return 2.40%
3-Month Return 12.86%
1-Year Return -18.45%
3-Year Return -3.74%
5-Year Return 0.00%
10-Year Return 0.00%
RORE expense ratio is 0.45%.

RORE holdings

Top 10 Holdings (25.68% of Total Assets)

Name Symbol % Assets
Equinix Inc EQIX 2.85%
CoreSite Realty Corp COR 2.79%
Digital Realty Trust Inc DLR 2.73%
QTS Realty Trust Inc Class A QTS 2.72%
Getty Realty Corp GTY 2.62%
Gladstone Commercial Corp GOOD 2.42%
Lexington Realty Trust LXP 2.40%
Investors Real Estate Trust IRET 2.40%
Industrial Logistics Properties Trust ILPT 2.39%
First Industrial Realty Trust Inc FR 2.36%

RORE pros

None that we could think of.

RORE cons

None that we could think of.

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