SPC vs. KBWY
Compare and contrast key facts about CrossingBridge Pre-Merger SPAC ETF (SPC) and Invesco KBW Premium Yield Equity REIT ETF (KBWY).
SPC and KBWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPC is an actively managed fund by CrossingBridge Funds. It was launched on Sep 20, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPC or KBWY.
Correlation
The correlation between SPC and KBWY is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SPC vs. KBWY - Performance Comparison
Key characteristics
SPC:
2.30
KBWY:
0.43
SPC:
3.57
KBWY:
0.72
SPC:
1.49
KBWY:
1.09
SPC:
7.74
KBWY:
0.28
SPC:
44.92
KBWY:
1.12
SPC:
0.10%
KBWY:
7.16%
SPC:
2.01%
KBWY:
18.52%
SPC:
-1.86%
KBWY:
-57.68%
SPC:
0.00%
KBWY:
-21.44%
Returns By Period
In the year-to-date period, SPC achieves a 0.77% return, which is significantly higher than KBWY's -2.38% return.
SPC
0.77%
0.43%
2.45%
4.66%
N/A
N/A
KBWY
-2.38%
-1.61%
-9.68%
5.71%
-3.68%
0.07%
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SPC vs. KBWY - Expense Ratio Comparison
SPC has a 0.81% expense ratio, which is higher than KBWY's 0.35% expense ratio.
Risk-Adjusted Performance
SPC vs. KBWY — Risk-Adjusted Performance Rank
SPC
KBWY
SPC vs. KBWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Pre-Merger SPAC ETF (SPC) 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
SPC vs. KBWY - Dividend Comparison
SPC's dividend yield for the trailing twelve months is around 7.05%, less than KBWY's 8.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPC CrossingBridge Pre-Merger SPAC ETF | 7.05% | 7.10% | 3.61% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KBWY Invesco KBW Premium Yield Equity REIT ETF | 8.98% | 8.73% | 7.90% | 7.41% | 5.06% | 10.35% | 6.19% | 8.64% | 7.25% | 6.55% | 5.72% | 4.57% |
Drawdowns
SPC vs. KBWY - Drawdown Comparison
The maximum SPC drawdown since its inception was -1.86%, smaller than the maximum KBWY drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for SPC and KBWY. For additional features, visit the drawdowns tool.
Volatility
SPC vs. KBWY - Volatility Comparison
The current volatility for CrossingBridge Pre-Merger SPAC ETF (SPC) is 0.37%, while Invesco KBW Premium Yield Equity REIT ETF (KBWY) has a volatility of 5.40%. This indicates that SPC 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.