KBWY vs. REZ ETF Comparison
Comparison of PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY) to iShares Residential Real Estate Capped ETF (REZ)
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
$19.63
Average Daily Volume
109,037
27
REZ
iShares Residential Real Estate Capped ETF
REZ Description
The investment seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. Components primarily include real estate investment trusts ("REITs"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$87.52
Average Daily Volume
170,551
10
Performance
| Period | KBWY | REZ |
|---|---|---|
| 30 Days | -4.04% | 1.19% |
| 60 Days | -6.32% | -1.37% |
| 90 Days | -1.23% | 2.39% |
| 12 Months | 20.01% | 34.89% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWY | Weight in REZ | Overlap |
|---|
KBWY Overweight 27 Positions Relative to REZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| GNL | F | 6.33% | |
| GOOD | B | 5.09% | |
| SVC | F | 4.94% | |
| GMRE | F | 4.91% | |
| SBRA | C | 4.41% | |
| DEA | D | 4.36% | |
| OUT | A | 4.34% | |
| APLE | B | 4.19% | |
| OHI | C | 4.03% | |
| EPR | C | 3.95% | |
| LTC | B | 3.79% | |
| HIW | C | 3.58% | |
| BNL | D | 3.5% | |
| AHH | D | 3.49% | |
| GTY | A | 3.3% | |
| GLPI | C | 3.25% | |
| WPC | C | 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 | C | 2.6% | |
| NXRT | B | 2.21% | |
| OPI | F | 0.59% |
KBWY: Top Represented Industries & Keywords
REZ: Top Represented Industries & Keywords
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