KBWY Invesco KBW Premium Yield Equity REIT ETF
What is KBWY?
KBWY 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 estate 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—around 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 may have some yield advantage, but this can be unstable, in part because the fund’s long-term returns are more variable due to its small-cap bias. The index is rebalanced and reconstituted on a quarterly basis.
KBWY Summary Data
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KBWY Portfolio Management
KBWY Tax Exposures
KBWY Fund Structure
KBWY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KBWY. KBWY is rated a 4 out of 5.
KBWY Tradability
KBWY Sector/Industry Breakdown
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KBWY Top 10 Holdings[View All]
KBWY Countries
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KBWY Economic Development
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KBWY Performance Statistics
KBWY Benchmark Comparison Summary
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KBWY Benchmark Comparison Market Cap Size
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