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KBWY vs RWJ

Invesco KBW Premium Yield Equity REIT ETF vs Invesco S&P SmallCap 600 Revenue ETF

KBWY

Invesco KBW Premium Yield Equity REIT ETF

Annual cost

0.35%

Fund size

$276M

RWJ

Invesco S&P SmallCap 600 Revenue ETF

Annual cost

0.39%

Fund size

$1.8B

Key differences

  • RWJ is significantly larger than KBWY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWJ has delivered higher annualized returns.

Side-by-side comparison

KBWYRWJ
Annual cost (TER)0.35%0.39%
Fund size (AUM)$276M$1.8B
Since20102008
Dividend yield9.02%1.02%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+40.2%
CAGR 3Y+11.7%+17.5%
CAGR 5Y+3.1%+8.8%
Sharpe 3Y0.460.67
Volatility 1Y16.58%19.62%
Max drawdown-57.68%-51.33%

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