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KBWY vs EQAL

Invesco KBW Premium Yield Equity REIT ETF vs Invesco Russell 1000 Equal Weight ETF

KBWY

Invesco KBW Premium Yield Equity REIT ETF

Invesco

Annual cost

0.35%

Fund size

$276M

EQAL

Invesco Russell 1000 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$797M

Key differences

  • EQAL costs 0.15% less per year.
  • Over the last 3 years, EQAL has delivered higher annualized returns.

Side-by-side comparison

KBWYEQAL
Annual cost (TER)0.35%0.20%
Fund size (AUM)$276M$797M
Since20102014
Dividend yield9.02%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+26.7%
CAGR 3Y+11.7%+15.8%
CAGR 5Y+3.1%+7.4%
Sharpe 3Y0.460.81
Volatility 1Y16.58%12.40%
Max drawdown-57.68%-40.44%

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

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