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KBWY vs SPHD
Invesco KBW Premium Yield Equity REIT ETF vs Invesco S&P 500 High Dividend Low Volatility ETF
Key differences
- SPHD is significantly larger than KBWY — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| KBWY | SPHD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.30% |
| Fund size (AUM) | $276M | $3.3B |
| Since | 2010 | 2012 |
| Dividend yield | 9.02% | 4.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.4% | +12.6% |
| CAGR 3Y | +11.7% | +12.2% |
| CAGR 5Y | +3.1% | +6.2% |
| Sharpe 3Y | 0.46 | 0.69 |
| Volatility 1Y | 16.58% | 11.06% |
| Max drawdown | -57.68% | -41.39% |
Similar to KBWY and SPHD
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