RIET vs. KBWY
Compare and contrast key facts about Hoya Capital High Dividend Yield ETF (RIET) and Invesco KBW Premium Yield Equity REIT ETF (KBWY).
RIET and KBWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RIET is a passively managed fund by Pettee Investors that tracks the performance of the Hoya Capital High Dividend Yield Index. It was launched on Sep 21, 2021. 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 RIET 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.
Performance
RIET vs. KBWY - Performance Comparison
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RIET vs. KBWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RIET Hoya Capital High Dividend Yield ETF | -0.60% | 2.43% | 1.18% | 13.04% | -25.29% | 2.35% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 1.36% | -5.30% | -3.49% | 12.88% | -19.00% | 10.20% |
Returns By Period
In the year-to-date period, RIET achieves a -0.60% return, which is significantly lower than KBWY's 1.36% return.
RIET
- 1D
- 1.12%
- 1M
- -5.58%
- YTD
- -0.60%
- 6M
- -1.46%
- 1Y
- -0.11%
- 3Y*
- 6.00%
- 5Y*
- —
- 10Y*
- —
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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RIET vs. KBWY - Expense Ratio Comparison
RIET has a 0.50% expense ratio, which is higher than KBWY's 0.35% expense ratio.
Return for Risk
RIET vs. KBWY — Risk / Return Rank
RIET
KBWY
RIET vs. KBWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hoya Capital High Dividend Yield ETF (RIET) 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.
| RIET | KBWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 0.04 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.10 | 0.19 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.02 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 0.08 | -0.04 |
Martin ratioReturn relative to average drawdown | 0.12 | 0.23 | -0.10 |
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
| RIET | KBWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 0.04 | -0.05 |
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 | -0.13 | 0.16 | -0.29 |
Correlation
The correlation between RIET and KBWY is 0.92, 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
RIET vs. KBWY - Dividend Comparison
RIET's dividend yield for the trailing twelve months is around 11.41%, more than KBWY's 9.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIET Hoya Capital High Dividend Yield ETF | 11.41% | 11.04% | 10.17% | 9.33% | 9.33% | 1.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
RIET vs. KBWY - Drawdown Comparison
The maximum RIET drawdown since its inception was -34.61%, smaller than the maximum KBWY drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for RIET and KBWY.
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Drawdown Indicators
| RIET | KBWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.61% | -57.68% | +23.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -13.71% | +1.62% |
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 | -14.32% | -22.78% | +8.46% |
Average DrawdownAverage peak-to-trough decline | -16.72% | -14.17% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 4.89% | -0.55% |
Volatility
RIET vs. KBWY - Volatility Comparison
The current volatility for Hoya Capital High Dividend Yield ETF (RIET) is 5.11%, while Invesco KBW Premium Yield Equity REIT ETF (KBWY) has a volatility of 5.91%. This indicates that RIET 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
| RIET | KBWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 5.91% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 11.75% | -2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 19.26% | -3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.15% | 21.58% | -2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.15% | 27.04% | -7.89% |