ZINC vs. KBWY

Last updated Aug 5, 2026

ZINC (Zacks Income ETF) and KBWY (Invesco KBW Premium Yield Equity REIT ETF) are both exchange-traded funds - ZINC is a Dividend fund actively managed by Zacks, while KBWY is a REIT fund tracking the KBW Nasdaq Premium Yield Equity REIT Index. ZINC is actively managed, while KBWY is passively managed. Their 0.46 correlation means their historical movements had little consistent relationship. ZINC charges 0.55%/yr vs 0.35%/yr for KBWY.

Performance

ZINC vs. KBWY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zacks Income ETF (ZINC) and Invesco KBW Premium Yield Equity REIT ETF (KBWY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ZINC

• 1D: 0.90%
• 1M: 2.33%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

KBWY

• 1D: -0.38%
• 1M: -2.09%
• 6M: 20.23%
• YTD: 25.29%
• 1Y: 30.84%
• 3Y*: 7.76%
• 5Y*: 2.77%
• 10Y*: 0.60%
• ALL TIME*: 5.20%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
KBWY Invesco KBW Premium Yield Equity REIT ETF	$2.83M	$2.80M	$2.55M
ZINC Zacks Income ETF	$195.58K	$433.78K	$222.56K

ZINC vs. KBWY - Yearly Performance Comparison

	2026 (YTD)
ZINC Zacks Income ETF	4.83%
KBWY Invesco KBW Premium Yield Equity REIT ETF	7.15%

Correlation

The correlation between ZINC and KBWY is 0.46, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 2, 2026	0.46

Return for Risk

ZINC vs. KBWY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ZINC

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

KBWY

KBWY Risk / Return Rank: 72
KBWY Sharpe Ratio Rank: 73
KBWY Sortino Ratio Rank: 75
KBWY Omega Ratio Rank: 67
KBWY Calmar Ratio Rank: 82
KBWY Martin Ratio Rank: 62

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ZINC vs. KBWY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zacks Income ETF (ZINC) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ZINC	KBWY	Difference
Sharpe ratio: Return per unit of total volatility	—	1.88	—
Sortino ratio: Return per unit of downside risk	—	2.71	—
Omega ratio: Gain probability vs. loss probability	—	1.32	—
Calmar ratio: Return relative to maximum drawdown	—	3.35	—
Martin ratio: Return relative to average drawdown	—	8.33	—

Drawdowns

ZINC vs. KBWY - Drawdown Comparison

The maximum ZINC drawdown since its inception was -2.86%, smaller than the maximum KBWY drawdown of -57.68%. Use the drawdown chart below to compare losses from any high point for ZINC and KBWY.

Drawdown Indicators

	ZINC	KBWY	Difference
Max Drawdown Largest peak-to-trough decline	-2.86%	-57.68%	+54.82%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.24%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-29.93%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-32.29%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-57.68%	—
Current Drawdown Current decline from peak	-1.88%	-4.56%	+2.68%
Average Drawdown Average peak-to-trough decline	-0.59%	-14.07%	+13.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.71%	—

Volatility

Volatility by Period

	ZINC	KBWY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.23%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.23%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.78%	16.48%	-5.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.78%	21.56%	-10.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.78%	27.07%	-16.29%

ZINC vs. KBWY - Expense Ratio Comparison

ZINC has a 0.55% expense ratio, which is higher than KBWY's 0.35% expense ratio.

Dividends

ZINC vs. KBWY - Dividend Comparison

ZINC has not paid dividends to shareholders, while KBWY's dividend yield for the trailing twelve months is around 8.12%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KBWY Invesco KBW Premium Yield Equity REIT ETF	8.12%	9.79%	8.74%	7.90%	7.41%	5.05%	10.35%	6.19%	8.64%	7.25%	6.55%	5.72%
ZINC Zacks Income ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ZINC and KBWY in my portfolio?

ZINC and KBWY have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ZINC or KBWY?

On fees, KBWY is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ZINC or KBWY?

KBWY is cheaper with a 0.35% expense ratio, compared with 0.55% for ZINC.

Which ETF pays a higher dividend yield, ZINC or KBWY?

KBWY has the higher dividend yield at 8.12%, compared with 0.00% for ZINC.

What is the main difference between ZINC and KBWY?

ZINC is categorized as Dividend, while KBWY is REIT. They also come from different issuers: Zacks and Invesco. Their fees differ too: 0.55% for ZINC and 0.35% for KBWY.