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.
Performance
KIM vs. KBWY - Performance Comparison
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KIM vs. KBWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KIM Kimco Realty Corporation | 12.09% | -9.26% | 15.02% | 6.05% | -10.80% | 69.48% | -23.94% | 49.75% | -13.26% | -23.67% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 1.36% | -5.30% | -3.49% | 12.88% | -19.00% | 31.22% | -25.83% | 23.36% | -18.20% | 0.81% |
Returns By Period
In the year-to-date period, KIM achieves a 12.09% return, which is significantly higher than KBWY's 1.36% return. Over the past 10 years, KIM has outperformed KBWY with an annualized return of 2.48%, while KBWY has yielded a comparatively lower 0.27% annualized return.
KIM
- 1D
- 0.67%
- 1M
- -3.52%
- YTD
- 12.09%
- 6M
- 5.33%
- 1Y
- 10.89%
- 3Y*
- 9.96%
- 5Y*
- 7.77%
- 10Y*
- 2.48%
KBWY
- 1D
- 1.46%
- 1M
- -5.95%
- YTD
- 1.36%
- 6M
- 0.50%
- 1Y
- 0.75%
- 3Y*
- 2.80%
- 5Y*
- -0.24%
- 10Y*
- 0.27%
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Return for Risk
KIM vs. KBWY — Risk / Return Rank
KIM
KBWY
KIM vs. KBWY - Risk-Adjusted Trends 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.
| KIM | KBWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.04 | +0.45 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.19 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.02 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.08 | +0.90 |
Martin ratioReturn relative to average drawdown | 2.16 | 0.23 | +1.93 |
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
| KIM | KBWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.04 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | -0.01 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.01 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.16 | +0.11 |
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.
Dividends
KIM vs. KBWY - Dividend Comparison
KIM's dividend yield for the trailing twelve months is around 4.54%, less than KBWY's 9.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KIM Kimco Realty Corporation | 4.54% | 4.98% | 4.14% | 4.79% | 3.97% | 2.76% | 3.60% | 5.41% | 7.65% | 6.01% | 4.11% | 3.68% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 9.87% | 9.79% | 8.74% | 7.90% | 7.41% | 5.05% | 10.35% | 6.19% | 8.64% | 7.25% | 6.55% | 5.72% |
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.
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Drawdown Indicators
| KIM | KBWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.65% | -57.68% | -27.97% |
Max Drawdown (1Y)Largest decline over 1 year | -12.82% | -13.71% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -33.61% | -32.29% | -1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -69.52% | -57.68% | -11.84% |
Current DrawdownCurrent decline from peak | -6.64% | -22.78% | +16.14% |
Average DrawdownAverage peak-to-trough decline | -22.93% | -14.17% | -8.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 4.89% | +0.92% |
Volatility
KIM vs. KBWY - Volatility Comparison
The current volatility for Kimco Realty Corporation (KIM) is 4.73%, while Invesco KBW Premium Yield Equity REIT ETF (KBWY) has a volatility of 5.91%. This indicates that KIM 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
| KIM | KBWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 5.91% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.79% | 11.75% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.36% | 19.26% | +3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.07% | 21.58% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.94% | 27.04% | +6.90% |