ROOF vs. KBWY ETF Comparison
Comparison of IQ US Real Estate Small Cap ETF (ROOF) to PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY)
ROOF
IQ US Real Estate Small Cap ETF
ROOF Description
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ U.S. Real Estate Small Cap Index. The fund employs a "passive management" to track the performance of the underlying index, which was developed by Financial Development Holdco LLC ("IndexIQ"), the parent company of IndexIQ Advisors LLC, the fund's investment advisor (the "Advisor"). The underlying index is a rules based, modified capitalization weighted, float adjusted index intended to give investors a means of tracking the overall performance of the small capitalization sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$19.18
Average Daily Volume
8,714
46
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
$17.70
Average Daily Volume
68,565
28
Performance
| Period | ROOF | KBWY |
|---|---|---|
| 30 Days | 0.51% | 0.70% |
| 60 Days | 3.69% | 1.90% |
| 90 Days | 0.86% | 3.69% |
| 12 Months | 1.58% | 6.58% |
ROOF Overweight 39 Positions Relative to KBWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLD | C | 4.98% | |
| AMT | B | 4.89% | |
| SBAC | F | 4.53% | |
| DLR | B | 4.5% | |
| WELL | A | 4.5% | |
| CCI | D | 4.44% | |
| EQIX | C | 4.44% | |
| AVB | B | 2.78% | |
| EQR | B | 2.48% | |
| REXR | C | 2.3% | |
| INVH | A | 2.08% | |
| EGP | B | 1.97% | |
| ARE | C | 1.96% | |
| VTR | A | 1.95% | |
| COLD | C | 1.78% | |
| ESS | B | 1.7% | |
| STAG | B | 1.58% | |
| MAA | C | 1.58% | |
| FR | C | 1.54% | |
| SUI | C | 1.44% | |
| TRNO | B | 1.41% | |
| DOC | B | 1.34% | |
| UDR | B | 1.31% | |
| AMH | A | 1.3% | |
| ELS | C | 1.19% | |
| CPT | B | 1.15% | |
| AIRC | A | 0.59% | |
| IRT | B | 0.45% | |
| CTRE | A | 0.39% | |
| PLYM | B | 0.33% | |
| NHI | A | 0.33% | |
| MPW | F | 0.32% | |
| AIV | B | 0.17% | |
| UMH | A | 0.16% | |
| CSR | B | 0.15% | |
| DHC | B | 0.12% | |
| CHCT | F | 0.12% | |
| ILPT | F | 0.11% | |
| UHT | C | 0.06% |
ROOF Underweight 21 Positions Relative to KBWY
ROOF: Top Represented Industries & Keywords
KBWY: Top Represented Industries & Keywords
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