KBWY vs VNQ

Both KBWY and VNQ are ETFs. KBWY has a lower 5-year return than VNQ (0.08% vs 7.4%). KBWY has a higher expense ratio than VNQ (0.35% vs 0.1%). Below is the comparison between KBWY and VNQ.

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KBWY VNQ
Security Type ETF ETF
Finny Score 0 83
Category N/A Real Estate
Family Invesco PowerShares Vanguard
Net Assets N/A N/A
Expense Ratio 0.35% 0.10%
Management Style passive (index-based) passive (index-based)
Dividend Yield 7.12% 3.50%
Underlying Index KBW Nasdaq Premium Yield Equity REIT Index MSCI US REIT Index
YTD Return 12.85% 16.35%
1-Year Return 44.73% 39.58%
3-Year Return -3.46% 12.62%
5-Year Return 0.08% 7.40%
10-Year Return 5.10% 9.17%

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 expense ratio is 0.35%.

KBWY holdings

Top 10 Holdings (45.99% of Total Assets)

Name Symbol % Assets
GEO GEO 7.62%
AFIN AFIN 5.41%
APTS APTS 5.18%
OPI OPI 4.82%
GNL GNL 4.27%
GOOD GOOD 3.99%
BPYU BPYU 3.91%
CXP CXP 3.69%
SBRA SBRA 3.60%
NHI NHI 3.50%

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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VNQ

VNQ description

Vanguard Specialized Funds - Vanguard Real Estate ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across real estate sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the MSCI US Investable Market Real Estate 25/50 Index, by using full replication technique. Vanguard Specialized Funds - Vanguard Real Estate ETF was formed on May 13, 1996 and is domiciled in the United States.

VNQ performance & returns
YTD Return 16.35%
1-Month Return 5.05%
3-Month Return 12.55%
1-Year Return 39.58%
3-Year Return 12.62%
5-Year Return 7.40%
10-Year Return 9.17%
VNQ expense ratio is 0.1%.

VNQ holdings

Top 10 Holdings (44.92% of Total Assets)

Name Symbol % Assets
VRTPX VRTPX 11.88%
AMT AMT 7.12%
PLD PLD 5.25%
CCI CCI 4.92%
EQIX EQIX 4.04%
PSA PSA 2.60%
DLR DLR 2.59%
SPG SPG 2.44%
SBAC SBAC 2.07%
WELL WELL 2.00%

VNQ pros

The following are VNQ strengths from our perspective:

  • VNQ 3-year return is 12.62%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • VNQ 5-year return is 7.4%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • VNQ 10-year return is 9.17%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • VNQ 15-year return is 5.37%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
  • VNQ expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.

VNQ cons

The following are VNQ weaknesses from our perspective:

  • VNQ net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VNQ comparisons

You may also want to check out the following VNQ 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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