KBWY vs. JPRE ETF Comparison
Comparison of PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY) to JPMorgan Realty Income ETF (JPRE)
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio ETF
KBWY Description
The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$20.93
Average Daily Volume
95,879
28
JPRE
JPMorgan Realty Income ETF
JPRE Description
The investment seeks to provide high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.Grade (RS Rating)
Last Trade
$50.65
Average Daily Volume
31,411
26
Performance
| Period | KBWY | JPRE |
|---|---|---|
| 30 Days | 3.18% | 2.44% |
| 60 Days | 7.29% | 6.13% |
| 90 Days | 20.53% | 15.59% |
| 12 Months | 33.75% | 35.54% |
KBWY Overweight 25 Positions Relative to JPRE
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNIT | C | 11.09% | |
| GNL | D | 6.31% | |
| SVC | F | 5.01% | |
| DEA | D | 3.8% | |
| OHI | C | 3.79% | |
| HIW | C | 3.64% | |
| GMRE | C | 3.61% | |
| EPR | C | 3.61% | |
| PDM | C | 3.49% | |
| GOOD | A | 3.42% | |
| BNL | B | 3.37% | |
| IIPR | C | 3.1% | |
| NSA | C | 2.94% | |
| AHH | F | 2.85% | |
| AAT | C | 2.83% | |
| SLG | C | 2.82% | |
| GLPI | B | 2.8% | |
| GTY | B | 2.78% | |
| LXP | D | 2.7% | |
| LTC | C | 2.56% | |
| APLE | D | 2.55% | |
| FCPT | C | 2.53% | |
| WPC | C | 2.5% | |
| NXRT | D | 2.3% | |
| OPI | F | 0.64% |
KBWY Underweight 23 Positions Relative to JPRE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMT | C | -10.02% | |
| EQIX | B | -8.72% | |
| WELL | B | -7.26% | |
| PLD | D | -6.93% | |
| DLR | C | -6.31% | |
| VTR | B | -4.33% | |
| VICI | C | -4.27% | |
| AMH | D | -4.25% | |
| EXR | C | -4.04% | |
| UDR | C | -3.81% | |
| EGP | D | -3.4% | |
| ADC | B | -3.23% | |
| EQR | C | -3.08% | |
| BXP | C | -3.01% | |
| ELS | D | -2.98% | |
| SBAC | B | -2.97% | |
| HST | D | -2.28% | |
| COLD | D | -2.23% | |
| FRT | B | -2.09% | |
| PSA | C | -1.67% | |
| CTRE | B | -1.63% | |
| WY | B | -1.33% | |
| CUZ | C | -1.29% |
KBWY: Top Represented Industries & Keywords
JPRE: Top Represented Industries & Keywords
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