KBWY

PowerShares KBW Premium Yield Equity REIT Portfolio
LAST TRADECHANGE (%)VOLUME
$38.45+0.30 (0.79%)38.13K
12:40:13 p.m. (ET) 03/01/2017
BID SIZEBID ($)ASK ($)ASK SIZE
10038.3838.47800

Overall Rating

B

47
as of 03/01/17

Rating Details

90
73
47
Segment Average
  • Overview
  • Efficiency
  • Tradability
  • Fit

KBWY Fund Description

The PowerShares KBW Premium Yield Equity REIT Portfolio tracks a dividend yield-weighted index of small and mid-cap equity REITs.

KBWY FactSet Analytics Insight

KBWY is an outsider in the US real estateKBWY's basket tilts very small space. The fund rejects the traditional cap-weighted methodology in favor of dividend yield-weighting. KBWY also intentionally nixes large cap REITs in favor of smaller capitalization alternatives. This produces a basket that tilts very small—70% small- and microcaps—and also underweights residential REITs in favor of commercial REITs. Still, KBWY's dividend-focused strategy makes some sense: the reliable dividends of REITs are a big draw for real estate investors. KBWY’s yield currently looks strong next to our benchmark, but its yield advantage is unstable, in part because the fund’s long-term returns are more variable due to its small cap bias. Note too that the fund isn’t as liquid as IYR and VNQ, so it's not for frequent or casual traders.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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KBWY Top 10 Countries

KBWY Top 10 Sectors

KBWY Top 10 Holdings View All

KBWY Summary Data

12/02/10
Open-Ended Fund
0.35%
$269.95 M
$2.46 M
0.20%

KBWY Portfolio Data

$1.96 B
-32.75
1.39
6.67%
01/13/17
30

KBWY Index Data

KBW Nasdaq Premium Yield Equity REIT Index
Dividend
Multi-Factor
Thomson Reuters US Residential & Commercial REITs

Related ETFs to KBWY

VNQ, IYR, RWR, XLRE, SCHH
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

KBWY Portfolio Management

0.35%
-0.34%
-0.23%
-0.61%

KBWY Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

KBWY Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
ASKS----
----
60038.49
60038.48
80038.47
BIDS10038.38
50038.35
60038.34
10038.33
137.99
LAST 10 TRADES
TIMEPRICESHARES
12:40:1338.45100
12:37:1638.48100
12:26:5438.46100
10:34:5338.27100
10:24:2138.21100
10:23:3238.24100
10:21:3238.26100
10:10:4938.27100
10:10:4938.27100
10:10:4938.27100
Bats BZX Real-time Quote - 12:44:41
Average Spread
Premium/Discount
Volume

KBWY FactSet Analytics Block Liquidity

As of 03/01/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of KBWY. KBWY is rated a 3 out of 5.

KBWY Tradability

65,285
$2.46 M
59,479
$2.24 M
0.20%
$0.07
0.06%
0.33% / -0.28%
None
100.00%
50,000
1.19
0.03%
1.65%
--
$38.15
3

KBWY Performance Statistics

0.71
1.08
1.01
1.04
0.50%
Thomson Reuters US Residential & Commercial REITs