PPTY vs. KBWY
Compare and contrast key facts about US Diversified Real Estate ETF (PPTY) and Invesco KBW Premium Yield Equity REIT ETF (KBWY).
PPTY and KBWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PPTY is a passively managed fund by Vident that tracks the performance of the USREX - U.S. Diversified Real Estate Index. It was launched on Mar 24, 2018. 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. Both PPTY and KBWY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPTY or KBWY.
Correlation
The correlation between PPTY and KBWY is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PPTY vs. KBWY - Performance Comparison
Key characteristics
PPTY:
0.55
KBWY:
-0.13
PPTY:
0.86
KBWY:
-0.04
PPTY:
1.12
KBWY:
1.00
PPTY:
0.46
KBWY:
-0.07
PPTY:
1.61
KBWY:
-0.21
PPTY:
6.28%
KBWY:
11.92%
PPTY:
18.28%
KBWY:
20.14%
PPTY:
-41.69%
KBWY:
-57.68%
PPTY:
-12.67%
KBWY:
-27.83%
Returns By Period
In the year-to-date period, PPTY achieves a -4.31% return, which is significantly higher than KBWY's -10.32% return.
PPTY
-4.31%
-2.92%
-5.89%
8.84%
8.02%
N/A
KBWY
-10.32%
-5.93%
-17.20%
-4.65%
5.81%
0.06%
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PPTY vs. KBWY - Expense Ratio Comparison
PPTY has a 0.49% expense ratio, which is higher than KBWY's 0.35% expense ratio.
Risk-Adjusted Performance
PPTY vs. KBWY — Risk-Adjusted Performance Rank
PPTY
KBWY
PPTY vs. KBWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Diversified Real Estate ETF (PPTY) 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
PPTY vs. KBWY - Dividend Comparison
PPTY's dividend yield for the trailing twelve months is around 3.66%, less than KBWY's 9.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 3.66% | 3.28% | 4.08% | 4.29% | 2.88% | 3.44% | 3.30% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 9.90% | 8.74% | 7.90% | 7.41% | 5.05% | 10.35% | 6.19% | 8.64% | 7.25% | 6.55% | 5.72% | 4.57% |
Drawdowns
PPTY vs. KBWY - Drawdown Comparison
The maximum PPTY drawdown since its inception was -41.69%, smaller than the maximum KBWY drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for PPTY and KBWY. For additional features, visit the drawdowns tool.
Volatility
PPTY vs. KBWY - Volatility Comparison
US Diversified Real Estate ETF (PPTY) and Invesco KBW Premium Yield Equity REIT ETF (KBWY) have volatilities of 11.69% and 11.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.