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KBWY vs PFM

Invesco KBW Premium Yield Equity REIT ETF vs Invesco Dividend Achievers ETF

KBWY

Invesco KBW Premium Yield Equity REIT ETF

Invesco

Annual cost

0.35%

Fund size

$276M

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

Key differences

  • KBWY costs 0.17% less per year.
  • Over the last 3 years, PFM has delivered higher annualized returns.
  • PFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KBWYPFM
Annual cost (TER)0.35%0.52%
Fund size (AUM)$276M$764M
Since20102005
Dividend yield9.02%1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+22.0%
CAGR 3Y+11.7%+16.2%
CAGR 5Y+3.1%+10.8%
Sharpe 3Y0.461.03
Volatility 1Y16.58%9.62%
Max drawdown-57.68%-32.21%

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

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