KBWY vs. REIT ETF Comparison
Comparison of PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY) to ALPS Active REIT ETF (REIT)
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
$17.38
Average Daily Volume
92,550
29
REIT
ALPS Active REIT ETF
REIT Description
The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.Grade (RS Rating)
Last Trade
$24.24
Average Daily Volume
4,904
28
Performance
| Period | KBWY | REIT |
|---|---|---|
| 30 Days | 0.03% | -2.96% |
| 60 Days | 1.02% | -4.94% |
| 90 Days | -4.10% | -5.35% |
| 12 Months | 13.36% | 3.34% |
KBWY Overweight 25 Positions Relative to REIT
| Symbol | Grade | Weight | |
|---|---|---|---|
| GNL | D | 7.53% | |
| SVC | D | 4.83% | |
| GOOD | A | 4.46% | |
| UNIT | C | 4.25% | |
| OUT | B | 3.97% | |
| DEA | B | 3.71% | |
| GMRE | F | 3.71% | |
| PDM | A | 3.66% | |
| SBRA | C | 3.66% | |
| EPR | D | 3.55% | |
| AHH | C | 3.55% | |
| AIRC | A | 3.21% | |
| IIPR | A | 3.2% | |
| LTC | A | 3.14% | |
| NXRT | A | 3.04% | |
| GTY | B | 2.94% | |
| SLG | A | 2.88% | |
| NSA | D | 2.8% | |
| GLPI | F | 2.71% | |
| AAT | B | 2.59% | |
| WPC | C | 2.57% | |
| APLE | D | 2.52% | |
| FCPT | B | 2.37% | |
| KIM | D | 1.88% | |
| OPI | F | 0.52% |
KBWY Underweight 24 Positions Relative to REIT
| Symbol | Grade | Weight | |
|---|---|---|---|
| EQIX | D | -9.08% | |
| VICI | D | -6.56% | |
| AVB | A | -5.93% | |
| PSA | D | -5.76% | |
| INVH | B | -5.0% | |
| SPG | C | -4.93% | |
| WELL | A | -4.13% | |
| PLD | F | -3.93% | |
| EQR | A | -3.45% | |
| O | A | -3.27% | |
| DLR | C | -3.09% | |
| STAG | D | -3.03% | |
| FR | D | -2.8% | |
| EXR | D | -2.65% | |
| ELS | F | -2.65% | |
| EPRT | A | -2.55% | |
| MAC | D | -2.5% | |
| PK | B | -2.39% | |
| KRC | D | -2.33% | |
| BRX | C | -2.21% | |
| COLD | F | -2.11% | |
| DOC | A | -1.65% | |
| ROIC | D | -1.55% | |
| ESRT | C | -1.47% |
KBWY: Top Represented Industries & Keywords
REIT: Top Represented Industries & Keywords
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