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KBWY vs XSHD
Invesco KBW Premium Yield Equity REIT ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF
Key differences
- KBWY is significantly larger than XSHD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, KBWY has delivered higher annualized returns.
- KBWY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KBWY | XSHD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.30% |
| Fund size (AUM) | $276M | $77M |
| Since | 2010 | 2016 |
| Dividend yield | 9.02% | 5.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.4% | +10.4% |
| CAGR 3Y | +11.7% | +2.7% |
| CAGR 5Y | +3.1% | -4.5% |
| Sharpe 3Y | 0.46 | 0.04 |
| Volatility 1Y | 16.58% | 14.91% |
| Max drawdown | -57.68% | -49.52% |
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