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KBWY vs RPV
Invesco KBW Premium Yield Equity REIT ETF vs Invesco S&P 500 Pure Value ETF
Key differences
- RPV is significantly larger than KBWY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, RPV has delivered higher annualized returns.
Side-by-side comparison
| KBWY | RPV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $276M | $1.8B |
| Since | 2010 | 2006 |
| Dividend yield | 9.02% | 2.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.4% | +29.4% |
| CAGR 3Y | +11.7% | +18.6% |
| CAGR 5Y | +3.1% | +9.8% |
| Sharpe 3Y | 0.46 | 0.95 |
| Volatility 1Y | 16.58% | 12.76% |
| Max drawdown | -57.68% | -50.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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