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KBWD vs KBWY

Invesco KBW High Dividend Yield Financial ETF vs Invesco KBW Premium Yield Equity REIT ETF

KBWD

Invesco KBW High Dividend Yield Financial ETF

Invesco

Annual cost

5.39%

Fund size

$447M

KBWY

Invesco KBW Premium Yield Equity REIT ETF

Invesco

Annual cost

0.35%

Fund size

$276M

Key differences

  • KBWY costs 5.04% less per year.
  • Over the last 3 years, KBWY has delivered higher annualized returns.

Side-by-side comparison

KBWDKBWY
Annual cost (TER)5.39%0.35%
Fund size (AUM)$447M$276M
Since20102010
Dividend yield13.23%9.02%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+27.4%
CAGR 3Y+8.5%+11.7%
CAGR 5Y+1.4%+3.1%
Sharpe 3Y0.340.46
Volatility 1Y15.37%16.58%
Max drawdown-58.63%-57.68%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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