KIM vs. KBWY
Compare and contrast key facts about Kimco Realty Corporation (KIM) and Invesco KBW Premium Yield Equity REIT ETF (KBWY).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KIM or KBWY.
Key characteristics
| KIM | KBWY | |
|---|---|---|
| YTD Return | -12.11% | -10.97% |
| 1Y Return | 5.28% | 14.11% |
| 3Y Return (Ann) | -0.07% | -2.04% |
| 5Y Return (Ann) | 4.93% | -3.66% |
| 10Y Return (Ann) | 2.60% | 1.06% |
| Sharpe Ratio | 0.13 | 0.43 |
| Daily Std Dev | 26.10% | 26.22% |
| Max Drawdown | -85.65% | -57.68% |
| Current Drawdown | -22.87% | -25.76% |
Correlation
The correlation between KIM and KBWY is 0.75, 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.
Performance
KIM vs. KBWY - Performance Comparison
In the year-to-date period, KIM achieves a -12.11% return, which is significantly lower than KBWY's -10.97% return. Over the past 10 years, KIM has outperformed KBWY with an annualized return of 2.60%, while KBWY has yielded a comparatively lower 1.06% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KIM vs. KBWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kimco Realty Corporation (KIM) 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.
Dividends
KIM vs. KBWY - Dividend Comparison
KIM's dividend yield for the trailing twelve months is around 5.56%, less than KBWY's 8.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KIM Kimco Realty Corporation | 5.56% | 4.77% | 3.95% | 2.75% | 3.58% | 5.38% | 7.61% | 5.98% | 4.10% | 3.67% | 3.62% | 4.31% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 8.98% | 7.90% | 7.41% | 5.05% | 10.35% | 6.19% | 8.64% | 7.25% | 6.55% | 5.72% | 4.57% | 4.85% |
Drawdowns
KIM vs. KBWY - Drawdown Comparison
The maximum KIM drawdown since its inception was -85.65%, which is greater than KBWY's maximum drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for KIM and KBWY. For additional features, visit the drawdowns tool.
Volatility
KIM vs. KBWY - Volatility Comparison
Kimco Realty Corporation (KIM) has a higher volatility of 7.84% compared to Invesco KBW Premium Yield Equity REIT ETF (KBWY) at 6.48%. This indicates that KIM's price experiences larger fluctuations and is considered to be riskier than KBWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.