ERC vs KBWY
Comparison between Allspring Multi-Sector Income Fund (ERC, ETF) and INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF).
5-Year PerformanceKBWY has outperformed ERC, delivering a return of +2.7% compared to +1.7%
ERC vs KBWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ERC vs KBWY - Historical Returns
Returns include dividend reinvestment.
ERC vs KBWY - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | ERC | KBWY |
|---|---|---|
| 2026 | -0.02% | +19.15% |
| 2025 | +11.57% | -4.36% |
| 2024 | +6.22% | -4.07% |
| 2023 | +4.86% | +12.23% |
| 2022 | -16.89% | -19.77% |
| 2021 | +19.00% | +33.72% |
| 2020 | +4.50% | -24.70% |
| 2019 | +27.12% | +21.47% |
| 2018 | -4.31% | -18.93% |
| 2017 | +11.37% | -0.02% |
| 2016 | +22.86% | +34.37% |
| 2015 | -6.98% | -9.38% |
| 2014 | +4.97% | +24.32% |
| 2013 | -7.17% | +8.57% |
| 2012 | +19.05% | +26.32% |
| 2011 | +4.26% | -6.53% |
| 2010 | +17.22% | +3.19% |
| 2009 | +46.85% | N/A |
| 2008 | -20.91% | N/A |
| 2007 | -1.03% | N/A |
| 2006 | +16.47% | N/A |
| 2005 | -7.05% | N/A |
| 2004 | +7.02% | N/A |
| 2003 | -3.51% | N/A |
ERC vs KBWY Drawdown Comparison
The maximum drawdown for ERC was -47.40%, occurring on Oct 10, 2008. Recovery took 558 trading sessions.
The maximum drawdown for KBWY was -57.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current ERC drawdown is -3.01%. The current KBWY drawdown is -8.29%.
| Rank | ERC | KBWY |
|---|---|---|
| #1 | -47.40% May 7, 2007 - Jul 23, 2009 | -57.65% Jul 6, 2018 - Mar 18, 2020 |
| #2 | -41.26% Feb 20, 2020 - Jan 7, 2021 | -25.64% Jan 29, 2015 - Jun 29, 2016 |
| #3 | -33.58% Sep 27, 2021 - Sep 16, 2025 | -25.32% Apr 28, 2011 - May 1, 2012 |
| #4 | -18.40% Apr 26, 2013 - Apr 29, 2016 | -19.31% May 21, 2013 - Oct 31, 2014 |
| #5 | -13.99% Apr 16, 2018 - Feb 1, 2019 | -18.75% Oct 18, 2017 - Jul 5, 2018 |
| #6 | -12.99% Feb 10, 2004 - Oct 8, 2004 | -15.61% Sep 7, 2016 - Dec 9, 2016 |
| #7 | -11.66% Jun 27, 2003 - Jan 9, 2004 | -8.74% May 1, 2012 - Jun 29, 2012 |
| #8 | -11.24% May 4, 2010 - Jul 23, 2010 | -7.97% Apr 18, 2017 - Oct 11, 2017 |
| #9 | -10.46% Jul 21, 2011 - Jan 19, 2012 | -7.41% Feb 27, 2017 - Apr 11, 2017 |
| #10 | -10.39% Dec 8, 2004 - Aug 8, 2006 | -6.68% Oct 18, 2012 - Dec 18, 2012 |
| #11 | -9.75% Nov 8, 2010 - Jul 15, 2011 | -6.54% Feb 28, 2011 - Apr 20, 2011 |
| #12 | -8.57% Oct 25, 2012 - Jan 17, 2013 | -3.76% Sep 14, 2012 - Oct 18, 2012 |
| #13 | -7.89% Sep 7, 2016 - Dec 28, 2016 | -3.74% Jul 17, 2012 - Aug 28, 2012 |
| #14 | -6.87% Feb 18, 2026 - Mar 30, 2026 | -3.45% Aug 15, 2016 - Sep 7, 2016 |
| #15 | -5.09% Jan 19, 2010 - Feb 25, 2010 | -3.41% Dec 7, 2010 - Dec 22, 2010 |
Correlation
Correlation between ERC and KBWY is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
ERC vs KBWY dividend yield comparison.
| Year | ERC | KBWY |
|---|---|---|
| 2026 | 4.05% | 3.49% |
| 2025 | 9.34% | 9.79% |
| 2024 | 8.65% | 8.74% |
| 2023 | 8.44% | 7.90% |
| 2022 | 10.71% | 7.41% |
| 2021 | 8.51% | 5.05% |
| 2020 | 9.50% | 10.35% |
| 2019 | 9.35% | 6.19% |
| 2018 | 11.56% | 8.64% |
| 2017 | 9.66% | 7.25% |
| 2016 | 8.80% | 6.55% |
| 2015 | 13.67% | 5.72% |
| 2014 | 8.78% | 4.57% |
| 2013 | 8.53% | 4.85% |
| 2012 | 7.42% | 5.07% |
| 2011 | 8.23% | 6.64% |
| 2010 | 8.48% | 0.00% |
| 2009 | 9.17% | 0.00% |
| 2008 | 23.72% | 0.00% |
| 2007 | 8.27% | 0.00% |
| 2006 | 8.19% | 0.00% |
| 2005 | 9.18% | 0.00% |
| 2004 | 8.54% | 0.00% |
| 2003 | 3.83% | 0.00% |
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