SRHR vs. KBWY ETF Comparison
Comparison of SRH REIT Covered Call ETF (SRHR) to PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY)
SRHR
SRH REIT Covered Call ETF
SRHR Description
Under normal circumstances, the fund invests at least 80% of its net assets in Real Estate Investment Trusts ("REITs") that are publicly traded on domestic stock exchanges. In addition, the fund strategically implements an option strategy consisting of writing (selling) U.S. exchange-traded covered call options on the REITs in the fund"s portfolio. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$55.66
Average Daily Volume
60
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
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
$17.71
Average Daily Volume
71,748
Number of Holdings
*
28
* may have additional holdings in another (foreign) market
Performance
Period | SRHR | KBWY |
---|---|---|
30 Days | 3.49% | 0.93% |
60 Days | 2.91% | 2.07% |
90 Days | -3.72% | 3.99% |
12 Months | 4.95% |
1 Overlapping Holdings
Symbol | Grade | Weight in SRHR | Weight in KBWY | Overlap | |
---|---|---|---|---|---|
HIW | B | 6.19% | 3.5% | 3.5% |
SRHR Underweight 27 Positions Relative to KBWY
Symbol | Grade | Weight | |
---|---|---|---|
UNIT | F | -6.77% | |
GNL | D | -6.34% | |
SVC | D | -6.29% | |
DEA | B | -4.16% | |
GMRE | B | -3.89% | |
OHI | A | -3.86% | |
SBRA | A | -3.79% | |
EPR | C | -3.76% | |
GOOD | B | -3.62% | |
OUT | C | -3.57% | |
BNL | B | -3.54% | |
NSA | B | -3.18% | |
AHH | B | -3.17% | |
IIPR | B | -3.09% | |
PDM | B | -3.03% | |
GLPI | C | -3.01% | |
APLE | D | -3.0% | |
LXP | B | -2.95% | |
LTC | A | -2.94% | |
GTY | D | -2.84% | |
AAT | B | -2.74% | |
WPC | D | -2.73% | |
SLG | B | -2.68% | |
FCPT | B | -2.55% | |
NXRT | B | -2.36% | |
KIM | B | -2.2% | |
OPI | F | -0.79% |
SRHR: Top Represented Industries & Keywords
Industries:
REIT - Diversified
REIT - Hotel & Motel
REIT - Industrial
REIT - Office
Resorts & Casinos
Telecom Services
Keywords:
Real Estate Investment Trust
Real Estate Market
S&P 500
Distributed Antenna System
Information And Communications Technology
Pcia The Wireless Infrastructure Association
Sba Communications
Wireless Networking
Advertising
Advertising Displays
Advertising Space
Analysis Services
Antenna Systems
Billboard
Cement Services
Center Services
Colocation
Colocation Services
Communication
Communication Design
KBWY: Top Represented Industries & Keywords
Industries:
REIT - Diversified
REIT - Office
REIT - Healthcare Facilities
REIT - Retail
REIT - Hotel & Motel
REIT - Industrial
REIT - Residential
Keywords:
Real Estate Investment Trust
Real Estate Market
Real Estate Properties
Assisted Living
David Sobelman
Leaseback
Retail Properties
W. P. Carey
Equity Global Management
Healthcare Facilities
Property Management
Real Estate Investment
Advertising
Advertising Space
Asset Management Services
Automotive Repair Services
Billboard
Brandywine Realty Trust
Broadband
Broadband Network