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KBWY vs SPLV

Invesco KBW Premium Yield Equity REIT ETF vs Invesco S&P 500 Low Volatility ETF

KBWY

Invesco KBW Premium Yield Equity REIT ETF

Annual cost

0.35%

Fund size

$276M

SPLV

Invesco S&P 500 Low Volatility ETF

Annual cost

0.25%

Fund size

$7.2B

Key differences

  • SPLV costs 0.10% less per year.
  • SPLV is significantly larger than KBWY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KBWY has delivered higher annualized returns.

Side-by-side comparison

KBWYSPLV
Annual cost (TER)0.35%0.25%
Fund size (AUM)$276M$7.2B
Since20102011
Dividend yield9.02%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+4.3%
CAGR 3Y+11.7%+8.2%
CAGR 5Y+3.1%+6.1%
Sharpe 3Y0.460.45
Volatility 1Y16.58%9.71%
Max drawdown-57.68%-36.26%

Similar to KBWY and SPLV