Both KBWY and SRET are ETFs. KBWY has a lower 5-year return than SRET (0.08% vs 1.22%). KBWY has a lower expense ratio than SRET (0.35% vs 0.59%). Below is the comparison between KBWY and SRET.
| KBWY | SRET | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | 0 |
| Category | N/A | Real Estate |
| Family | Invesco PowerShares | Global X |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.35% | 0.59% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 7.12% | 7.26% |
| Underlying Index | KBW Nasdaq Premium Yield Equity REIT Index | Solactive Global Superdividend REIT Index |
| YTD Return | 12.85% | 14.34% |
| 1-Year Return | 44.73% | 57.29% |
| 3-Year Return | -3.46% | -4.67% |
| 5-Year Return | 0.08% | 1.22% |
| 10-Year Return | 5.10% | 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 | 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%.
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SRET
SRET description
Global X Funds - Global X SuperDividend REIT ETF is an exchange traded fund launched and managed by Global X Management Company LLC. The fund invests in public equity markets of global region. It invests in stocks of companies operating across mortgage real estate investment trusts (reits), financials, diversified financials, equity real estate investment trusts (reits) sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. It seeks to track the performance of the Solactive Global SuperDividend REIT Index, by using full replication technique. Global X Funds - Global X SuperDividend REIT ETF was formed on March 16, 2015 and is domiciled in the United States.
SRET performance & returns
| YTD Return | 14.34% |
| 1-Month Return | 3.84% |
| 3-Month Return | 11.54% |
| 1-Year Return | 57.29% |
| 3-Year Return | -4.67% |
| 5-Year Return | 1.22% |
| 10-Year Return | 0.00% |
SRET holdings
Top 10 Holdings (35.37% of Total Assets)
SRET pros
None that we could think of.SRET cons
The following are SRET weaknesses from our perspective:
- SRET net assets are $0.00 million. This fund is not a popular choice with retail investors.
- SRET 3-year return is -4.67%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 9.55%.
- SRET 5-year return is 1.22%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 8.35%.
- SRET expense ratio is 0.59%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant SRET comparisons
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