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KBWY vs EQIN

Comparison between INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF) and COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF).

5-Year PerformanceEQIN has outperformed KBWY, delivering a return of +9.4% compared to +2.7%

KBWY vs EQIN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KBWY
$276M
Winner
EQIN
$276M
Expense Ratio
KBWY
0.35%
EQIN
0.35%
Max Drawdown
KBWY
64.35%
Winner
EQIN
44.44%
Sharpe Ratio
KBWY
1.28
Winner
EQIN
1.36
5Y Beta
KBWY
0.60
Winner
EQIN
0.58
P/E Ratio
KBWY
73.23
Winner
EQIN
18.40
Forward P/E
KBWY
33.36
Winner
EQIN
15.54
PEG Ratio
KBWY
N/A
EQIN
0.71
5Y Dividends CAGR
KBWY
-2.55%
Winner
EQIN
4.86%
5Y EPS CAGR
KBWY
-5.84%
Winner
EQIN
10.28%
Debt to Equity
KBWY
88.67%
Winner
EQIN
43.12%
P/S Ratio
KBWY
3.42
Winner
EQIN
1.75
P/B Ratio
Winner
KBWY
1.22
EQIN
2.93

KBWY vs EQIN - Holdings Comparison

KBWY and EQIN have 1 common holdings. Overlap is 0.00%

KBWY's top 25 holdings weight is 88.15%. EQIN's top 25 holdings weight is 64.58%.

RankKBWYEQIN
#1
INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 6.21%
EXXON MOBIL CORP (XOM) - 5.03%
#2
COMMUNITY HEALTHCARE TRUST INC (CHCT) - 4.77%
JPMORGAN CHASE & CO (JPM) - 4.33%
#3
HIGHWOODS PROPERTIES INC (HIW) - 4.19%
BANK OF AMERICA CORP (BAC) - 4.09%
#4
GLADSTONE COMMERCIAL CORP (GOOD) - 4.04%
THE HOME DEPOT INC (HD) - 3.91%
#5
AH REALTY TRUST INC (AHRT) - 3.98%
PROCTER & GAMBLE CO (PG) - 3.74%
#6
SL GREEN REALTY CORP (SLG) - 3.89%
CHEVRON CORP (CVX) - 3.68%
#7
APPLE HOSPITALITY REIT INC (APLE) - 3.76%
CATERPILLAR INC (CAT) - 3.39%
#8
DOUGLAS EMMETT INC (DEI) - 3.72%
WELLS FARGO & CO (WFC) - 2.98%
#9
CHIRON REAL ESTATE INC (XRN) - 3.62%
THE GOLDMAN SACHS GROUP INC (GS) - 2.89%
#10
PARK HOTELS & RESORTS INC (PK) - 3.62%
PHILIP MORRIS INTERNATIONAL INC (PM) - 2.84%
#11
RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 3.59%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.83%
#12
CTO REALTY GROWTH INC ORDINARY SHARES- NEW (CTO) - 3.49%
UNITEDHEALTH GROUP INC (UNH) - 2.65%
#13
MILLROSE PROPERTIES INC CLASS A (MRP) - 3.42%
AMERICAN EXPRESS CO (AXP) - 2.48%
#14
GLOBAL NET LEASE INC (GNL) - 3.36%
PEPSICO INC (PEP) - 2.29%
#15
EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.30%
CITIGROUP INC (C) - 2.17%
#16
NATIONAL STORAGE AFFILIATES TRUST (NSA) - 3.26%
VERIZON COMMUNICATIONS INC (VZ) - 2.01%
#17
NEXPOINT RESIDENTIAL TRUST INC (NXRT) - 3.23%
THE WALT DISNEY CO (DIS) - 1.92%
#18
AMERICAN ASSETS TRUST INC (AAT) - 3.20%
QUALCOMM INC (QCOM) - 1.62%
#19
HEALTHPEAK PROPERTIES INC (DOC) - 3.17%
LOWE'S COMPANIES INC (LOW) - 1.59%
#20
SILA REALTY TRUST INC (SILA) - 3.11%
ANALOG DEVICES INC (ADI) - 1.57%
#21
AMERICOLD REALTY TRUST INC (COLD) - 3.03%
LOCKHEED MARTIN CORP (LMT) - 1.50%
#22
GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.61%
DEERE & CO (DE) - 1.41%
#23
EPR PROPERTIES (EPR) - 2.57%
CONOCOPHILLIPS (COP) - 1.34%
#24
UMH PROPERTIES INC (UMH) - 2.53%
PROGRESSIVE CORP (PGR) - 1.21%
#25
ALPINE INCOME PROPERTY TRUST INC ORDINARY SHARES (PINE) - 2.48%
COMCAST CORP CLASS A (CMCSA) - 1.11%
Total Holdings32103

KBWY vs EQIN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KBWY
+5.66%
EQIN
+2.32%
3M
Winner
KBWY
+11.69%
EQIN
+2.60%
6M
Winner
KBWY
+22.33%
EQIN
+9.79%
1Y
Winner
KBWY
+26.45%
EQIN
+19.00%
5Y(CAGR)
KBWY
+2.69%
Winner
EQIN
+9.42%
10Y(CAGR)
KBWY
+1.50%
Winner
EQIN
+12.24%
Max(CAGR)
KBWY
+4.91%
Winner
EQIN
+12.24%

KBWY vs EQIN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearKBWYEQIN
2026+19.15%+7.84%
2025-4.36%+9.48%
2024-4.07%+13.62%
2023+12.23%+11.84%
2022-19.77%+0.23%
2021+33.72%+32.87%
2020-24.70%+0.36%
2019+21.47%+30.05%
2018-18.93%-11.90%
2017-0.02%+18.37%
2016+34.37%+15.21%
2015-9.38%N/A
2014+24.32%N/A
2013+8.57%N/A
2012+26.32%N/A
2011-6.53%N/A
2010+3.19%N/A

KBWY vs EQIN Drawdown Comparison

The maximum drawdown for KBWY was -57.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The current KBWY drawdown is -8.29%. The current EQIN drawdown is -0.38%.

RankKBWYEQIN
#1-57.65%
Jul 6, 2018 - Mar 18, 2020		-42.16%
Jan 17, 2020 - Jan 6, 2021
#2-25.64%
Jan 29, 2015 - Jun 29, 2016		-21.97%
Dec 26, 2017 - Nov 4, 2019
#3-25.32%
Apr 28, 2011 - May 1, 2012		-18.52%
Apr 20, 2022 - Jul 21, 2023
#4-19.31%
May 21, 2013 - Oct 31, 2014		-12.05%
Feb 20, 2025 - Sep 11, 2025
#5-18.75%
Oct 18, 2017 - Jul 5, 2018		-8.59%
Jul 31, 2023 - Dec 11, 2023
#6-15.61%
Sep 7, 2016 - Dec 9, 2016		-7.53%
May 10, 2021 - Oct 22, 2021
#7-8.74%
May 1, 2012 - Jun 29, 2012		-6.45%
Oct 14, 2024 - Feb 19, 2025
#8-7.97%
Apr 18, 2017 - Oct 11, 2017		-6.44%
Jan 14, 2022 - Mar 25, 2022
#9-7.41%
Feb 27, 2017 - Apr 11, 2017		-6.12%
Jun 23, 2016 - Jul 13, 2016
#10-6.68%
Oct 18, 2012 - Dec 18, 2012		-5.44%
Nov 15, 2021 - Dec 16, 2021
#11-6.54%
Feb 28, 2011 - Apr 20, 2011		-5.41%
Feb 10, 2026 - Jun 2, 2026
#12-3.76%
Sep 14, 2012 - Oct 18, 2012		-5.14%
Jul 31, 2024 - Aug 23, 2024
#13-3.74%
Jul 17, 2012 - Aug 28, 2012		-4.87%
Jan 14, 2021 - Feb 8, 2021
#14-3.45%
Aug 15, 2016 - Sep 7, 2016		-4.39%
Mar 28, 2024 - May 15, 2024
#15-3.41%
Dec 7, 2010 - Dec 22, 2010		-4.00%
Oct 27, 2025 - Dec 4, 2025

Correlation

Correlation between KBWY and EQIN is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16
-101

Dividend Comparison (2011 - 2026)

KBWY vs EQIN dividend yield comparison.

YearKBWYEQIN
20263.49%0.47%
20259.79%2.05%
20248.74%4.34%
20237.90%2.41%
20227.41%2.71%
20215.05%2.57%
202010.35%2.54%
20196.19%2.70%
20188.64%7.81%
20177.25%11.52%
20166.55%2.45%
20155.72%0.00%
20144.57%0.00%
20134.85%0.00%
20125.07%0.00%
20116.64%0.00%

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