KBWY

Invesco KBW Premium Yield Equity REIT ETF

$15.46

+0.00%

Market closed. Last update: 12:36 PM ET

📎 Investment Objective

The Invesco KBW Premium Yield Equity REIT ETF (KBWY) seeks to track the investment results of an index that is designed to provide exposure to U.S. publicly traded real estate investment trusts (REITs) with high dividend yields.

Overview

ETF tracking Invesco KBW Premium Yield Equity REIT ETF

Category Real Estate

Issuer Invesco

Inception Date 2016-12-07

Market Cap $242.4M

Average Volume N/A

Dividend Yield 8.16%

52-Week Range $14.41 - $20.08

VWAP $15.36

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund invests at least 90% of its total assets in the securities that comprise the KBW Nasdaq Premium Yield Equity REIT Index. The index is composed of U.S. publicly traded REITs that have high dividend yields.

✨ Key Features

Focuses on U.S. REITs with high dividend yields
Passively tracks the KBW Nasdaq Premium Yield Equity REIT Index
Provides exposure to the real estate sector through REIT investments
Low expense ratio of 0.00%

⚠️ Primary Risks

Concentration risk as the fund is focused on the real estate sector
Dividend risk as high-yielding REITs may be more susceptible to dividend cuts
Market risk as the value of REIT shares can fluctuate with the overall stock market
Interest rate risk as rising rates can negatively impact REIT performance

👤 Best For

This ETF may be suitable for investors seeking exposure to the real estate sector through high-yielding REIT investments, as part of a diversified portfolio. Investors should be comfortable with the risks associated with the real estate sector and the potential for dividend volatility.