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KBWY vs RWK

Invesco KBW Premium Yield Equity REIT ETF vs Invesco S&P MidCap 400 Revenue ETF

KBWY

Invesco KBW Premium Yield Equity REIT ETF

Invesco

Annual cost

0.35%

Fund size

$276M

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

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

Side-by-side comparison

KBWYRWK
Annual cost (TER)0.35%0.39%
Fund size (AUM)$276M$1.2B
Since20102008
Dividend yield9.02%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+28.8%
CAGR 3Y+11.7%+18.4%
CAGR 5Y+3.1%+10.7%
Sharpe 3Y0.460.80
Volatility 1Y16.58%16.91%
Max drawdown-57.68%-46.20%

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

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