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KBWY

ETF

Performance overview

KBWY Price
Price Chart

Forward-looking statistics

Beta
0.92
Risk
18.99%

Detailed forecast

[disclaimer]

Individual forecast components (weighted-sum)

Fund Profile

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-dividend yield-weighted index of domestic equity real estate investment trusts ("REITs") of small- and mid-capitalization, as determined by the index provider. The underlying index is designed to track the performance of small- and mid-capitalization domestic equity REITs that have competitive dividend yields and are publicly-traded in the U.S.

Fund info

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-dividend yield-weighted index of domestic equity real estate investment trusts ("REITs") of small- and mid-capitalization, as determined by the index provider. The underlying index is designed to track the performance of small- and mid-capitalization domestic equity REITs that have competitive dividend yields and are publicly-traded in the U.S.

Investing methodUnknown
DiversifiedNo
Expense ratio0.35%
Asset classUnknown

Top holdings

Other100.00%

Sector exposure

Other100.00%

Country exposure

Other100.00%

Company info

Sector
Industry
Website
AUM

Security info

ExchangeNASDAQ
Type of shareN/A
Earnings per share (EPS)
Dividend per share$1.51
Revenue per share
Avg trading volume (30 day)$3M
Avg trading volume (10 day)$4M
Put-call ratioN/A

Macro factor sensitivity

Growth-0.2
Credit+5.3
Liquidity-0.1
Inflation-2.3
Commodities-0.5
Interest Rates-2.1

Upcoming events

Next earnings day
Next dividend day
Ex. dividend dayJune 23, 2025

News

Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?

Making its debut on 12/02/2010, smart beta exchange traded fund Invesco KBW Premium Yield Equity REIT ETF (KBWY) provides investors broad exposure to the Real Estate ETFs category of the market.

Zacks Investment Research (May 30, 2025)
Wall Street is divided on the outlook for US house prices. Here's what 6 experts have recently said.

Wall Street experts differ in their outlooks for America's housing market.  Wharton professor Jeremy Siegel, real estate tycoon Jeff Greene, and others have warned that home prices will drop, while others like "Shark Tank" star Barbara Corcoran are more optimistic.

Business Insider (June 11, 2023)
Barclays analyst Lea Overby calls out potential red flags for commercial real estate

Lea Overby, Barclays analyst, joins 'The Exchange' to discuss the company's latest survey, which stated that global office demand could drop 10 to 20 percent due to the shift to hybrid work. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi  » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis.

CNBC Television (March 31, 2022)
Real estate expert warns of commercial 'bloodbath'

The Commercial Academy J. Scott Scheel discusses the massive defaults that will hit the commercial real estate industry.

Fox Business (January 21, 2022)
Home price growth slows for third straight month

Yahoo Finance's Dani Romero discusses the slowdown in home price growth and how the pandemic has pushed many Americans into suburban homes. Don't Miss: Valley of Hype: The Culture That Built Elizabeth Holmes WATCH HERE: https://youtu.be/Sb179GLPNYE Watch the 2021 Berkshire Hathaway Annual Shareholders Meeting on YouTube: https://youtu.be/gx-OzwHpM9k

Yahoo Finance (December 28, 2021)
One-Third Of Pending Home Sales Go Under Contract Within A Week: Report

One-third of pending home sales in the U.S. went under a contract within a week of being listed, according to new data from the brokerage Redfin Corp (NASDAQ: RDFN). What Happened: Redfin noted the speed in home sales is uncommon for this time of year, which usually witnesses a slowing in the housing market.

Benzinga (October 15, 2021)

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