KBWY vs. JRE ETF Comparison
Comparison of PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY) to Janus Henderson U.S. Real Estate ETF (JRE)
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio ETF
KBWY Description
The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$19.72
Average Daily Volume
108,401
27
JRE
Janus Henderson U.S. Real Estate ETF
JRE Description
An actively managed equity Portfolio that seeks compelling outperformance by investing in REITs and real estate related businesses. Our emphasis on local property market knowledge combined with a repeatable, disciplined investment process seeks to provide defensive growth, diversification relative to broad equities and fixed income, and dividends for investors.Grade (RS Rating)
Last Trade
$25.49
Average Daily Volume
835
21
Performance
| Period | KBWY | JRE |
|---|---|---|
| 30 Days | -3.74% | -0.93% |
| 60 Days | -6.55% | -2.23% |
| 90 Days | -0.78% | 1.84% |
| 12 Months | 20.56% | 24.10% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KBWY | Weight in JRE | Overlap | |
|---|---|---|---|---|---|
| SBRA | C | 4.41% | 2.79% | 2.79% |
KBWY Overweight 26 Positions Relative to JRE
| Symbol | Grade | Weight | |
|---|---|---|---|
| GNL | F | 6.33% | |
| GOOD | B | 5.09% | |
| SVC | F | 4.94% | |
| GMRE | F | 4.91% | |
| DEA | D | 4.36% | |
| OUT | A | 4.34% | |
| APLE | B | 4.19% | |
| OHI | C | 4.03% | |
| EPR | D | 3.95% | |
| LTC | B | 3.79% | |
| HIW | D | 3.58% | |
| BNL | D | 3.5% | |
| AHH | D | 3.49% | |
| GTY | B | 3.3% | |
| GLPI | C | 3.25% | |
| WPC | D | 3.17% | |
| SLG | B | 3.0% | |
| IIPR | D | 2.96% | |
| PDM | D | 2.91% | |
| AAT | B | 2.86% | |
| FCPT | C | 2.85% | |
| LXP | D | 2.61% | |
| KIM | A | 2.6% | |
| NSA | D | 2.6% | |
| NXRT | B | 2.21% | |
| OPI | F | 0.59% |
KBWY Underweight 20 Positions Relative to JRE
KBWY: Top Represented Industries & Keywords
JRE: Top Represented Industries & Keywords
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