Invesco S&P 500® Equal Weight Real Estate ETF (EWRE)
EWRE is a passive ETF by Invesco tracking the investment results of the S&P 500 Equal Weight Real Estate Index. EWRE launched on Aug 13, 2015 and has a 0.40% expense ratio.
ETF Info
US46137V2907
46137V290
Aug 13, 2015
North America (U.S.)
1x
S&P 500 Equal Weight Real Estate Index
Multi-Cap
Blend
Expense Ratio
EWRE features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco S&P 500® Equal Weight Real Estate ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
EWRE
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^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of EWRE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -2.79% | 0.00% | -2.79% | ||||||||||
2023 | 9.77% | -5.44% | -3.64% | 1.66% | -4.92% | 5.58% | 2.41% | -3.15% | -7.75% | -3.90% | 10.61% | 9.36% | 8.58% |
2022 | -6.79% | -3.17% | 7.15% | -4.05% | -5.04% | -8.87% | 8.83% | -5.91% | -11.65% | 2.99% | 6.68% | -6.22% | -25.16% |
2021 | 1.09% | 5.64% | 6.08% | 8.17% | 1.32% | 2.30% | 4.53% | 2.24% | -4.43% | 6.14% | -0.87% | 9.61% | 49.61% |
2020 | 0.85% | -7.65% | -19.91% | 12.05% | -1.19% | 3.31% | 1.71% | 1.85% | -3.32% | -3.68% | 14.77% | 2.79% | -2.90% |
2019 | 11.60% | 0.97% | 3.66% | -0.86% | -0.06% | 1.61% | 1.58% | 3.07% | 2.28% | 0.38% | -1.41% | 0.50% | 25.24% |
2018 | -3.19% | -6.58% | 3.35% | 0.37% | 2.38% | 4.61% | 0.44% | 2.78% | -2.94% | -1.46% | 4.45% | -7.43% | -4.10% |
2017 | -0.32% | 4.50% | -1.58% | -0.51% | 0.07% | 1.85% | 1.44% | 0.36% | -0.95% | -0.27% | 4.50% | -0.44% | 8.76% |
2016 | -6.88% | -2.55% | 12.43% | -0.44% | 0.39% | 6.89% | 2.95% | -3.52% | -1.89% | -6.01% | -1.40% | 4.56% | 2.92% |
2015 | -7.46% | -0.34% | 9.91% | -0.74% | 2.93% | 3.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EWRE is 65, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco S&P 500® Equal Weight Real Estate ETF provided a 1.49% dividend yield over the last twelve months, with an annual payout of $0.48 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.48 | $0.97 | $0.94 | $1.08 | $1.11 | $0.80 | $0.78 | $0.60 | $0.53 | $0.27 |
Dividend yield | 1.49% | 2.91% | 3.07% | 2.56% | 3.82% | 2.55% | 3.02% | 2.17% | 2.01% | 1.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco S&P 500® Equal Weight Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.28 | $0.20 | $0.48 | |||||||||
2023 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.24 | $0.97 |
2022 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.10 | $0.94 |
2021 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.17 | $1.08 |
2020 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.25 | $1.11 |
2019 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.11 | $0.80 |
2018 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.78 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.25 | $0.60 |
2016 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.53 |
2015 | $0.08 | $0.00 | $0.00 | $0.19 | $0.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco S&P 500® Equal Weight Real Estate ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco S&P 500® Equal Weight Real Estate ETF was 41.96%, occurring on Mar 23, 2020. Recovery took 233 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.96% | Feb 24, 2020 | 21 | Mar 23, 2020 | 233 | Feb 24, 2021 | 254 |
-34.37% | Jan 5, 2022 | 456 | Oct 27, 2023 | — | — | — |
-14.45% | Aug 3, 2016 | 55 | Nov 3, 2016 | 255 | Nov 8, 2017 | 310 |
-13.9% | Dec 30, 2015 | 7 | Feb 11, 2016 | 10 | Mar 17, 2016 | 17 |
-11.7% | Nov 14, 2017 | 59 | Feb 8, 2018 | 100 | Jul 6, 2018 | 159 |
Volatility
Volatility Chart
The current Invesco S&P 500® Equal Weight Real Estate ETF volatility is 0.44%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.