IQRA vs. KBWY
Compare and contrast key facts about IQ CBRE Real Assets ETF (IQRA) and Invesco KBW Premium Yield Equity REIT ETF (KBWY).
IQRA and KBWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQRA is an actively managed fund by IndexIQ. It was launched on May 9, 2023. KBWY is a passively managed fund by Invesco that tracks the performance of the KBW Premium Yield Equity REIT Index. It was launched on Dec 2, 2010.
Performance
IQRA vs. KBWY - Performance Comparison
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IQRA vs. KBWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IQRA IQ CBRE Real Assets ETF | 4.49% | 12.42% | 5.58% | 2.36% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 1.10% | -5.30% | -3.49% | 25.80% |
Returns By Period
In the year-to-date period, IQRA achieves a 4.49% return, which is significantly higher than KBWY's 1.10% return.
IQRA
- 1D
- 1.36%
- 1M
- -6.36%
- YTD
- 4.49%
- 6M
- 5.13%
- 1Y
- 13.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KBWY
- 1D
- -0.26%
- 1M
- -6.53%
- YTD
- 1.10%
- 6M
- -0.39%
- 1Y
- 0.49%
- 3Y*
- 2.71%
- 5Y*
- -0.29%
- 10Y*
- 0.25%
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IQRA vs. KBWY - Expense Ratio Comparison
IQRA has a 0.65% expense ratio, which is higher than KBWY's 0.35% expense ratio.
Return for Risk
IQRA vs. KBWY — Risk / Return Rank
IQRA
KBWY
IQRA vs. KBWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ CBRE Real Assets ETF (IQRA) and Invesco KBW Premium Yield Equity REIT ETF (KBWY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IQRA | KBWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.03 | +1.02 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.17 | +1.30 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.02 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.04 | +1.39 |
Martin ratioReturn relative to average drawdown | 6.26 | 0.10 | +6.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IQRA | KBWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.03 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.01 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.01 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.16 | +0.52 |
Correlation
The correlation between IQRA and KBWY is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IQRA vs. KBWY - Dividend Comparison
IQRA's dividend yield for the trailing twelve months is around 2.85%, less than KBWY's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQRA IQ CBRE Real Assets ETF | 2.85% | 2.83% | 3.53% | 2.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 9.89% | 9.79% | 8.74% | 7.90% | 7.41% | 5.05% | 10.35% | 6.19% | 8.64% | 7.25% | 6.55% | 5.72% |
Drawdowns
IQRA vs. KBWY - Drawdown Comparison
The maximum IQRA drawdown since its inception was -15.70%, smaller than the maximum KBWY drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for IQRA and KBWY.
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Drawdown Indicators
| IQRA | KBWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.70% | -57.68% | +41.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -13.71% | +3.93% |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.29% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -57.68% | — |
Current DrawdownCurrent decline from peak | -6.36% | -22.99% | +16.63% |
Average DrawdownAverage peak-to-trough decline | -3.16% | -14.18% | +11.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 4.92% | -2.69% |
Volatility
IQRA vs. KBWY - Volatility Comparison
The current volatility for IQ CBRE Real Assets ETF (IQRA) is 4.51%, while Invesco KBW Premium Yield Equity REIT ETF (KBWY) has a volatility of 5.90%. This indicates that IQRA experiences smaller price fluctuations and is considered to be less risky than KBWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQRA | KBWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 5.90% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 11.72% | -4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.88% | 19.26% | -6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.87% | 21.56% | -8.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.87% | 27.03% | -14.16% |