KBWY vs ERC
Comparison between INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF) and Allspring Multi-Sector Income Fund (ERC, ETF).
5-Year PerformanceKBWY has outperformed ERC, delivering a return of +2.7% compared to +1.7%
KBWY vs ERC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KBWY vs ERC - Historical Returns
Returns include dividend reinvestment.
KBWY vs ERC - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | KBWY | ERC |
|---|---|---|
| 2026 | +19.15% | -0.02% |
| 2025 | -4.36% | +11.57% |
| 2024 | -4.07% | +6.22% |
| 2023 | +12.23% | +4.86% |
| 2022 | -19.77% | -16.89% |
| 2021 | +33.72% | +19.00% |
| 2020 | -24.70% | +4.50% |
| 2019 | +21.47% | +27.12% |
| 2018 | -18.93% | -4.31% |
| 2017 | -0.02% | +11.37% |
| 2016 | +34.37% | +22.86% |
| 2015 | -9.38% | -6.98% |
| 2014 | +24.32% | +4.97% |
| 2013 | +8.57% | -7.17% |
| 2012 | +26.32% | +19.05% |
| 2011 | -6.53% | +4.26% |
| 2010 | +3.19% | +17.22% |
| 2009 | N/A | +46.85% |
| 2008 | N/A | -20.91% |
| 2007 | N/A | -1.03% |
| 2006 | N/A | +16.47% |
| 2005 | N/A | -7.05% |
| 2004 | N/A | +7.02% |
| 2003 | N/A | -3.51% |
KBWY vs ERC 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 ERC was -47.40%, occurring on Oct 10, 2008. Recovery took 558 trading sessions.
The current KBWY drawdown is -8.29%. The current ERC drawdown is -3.01%.
| Rank | KBWY | ERC |
|---|---|---|
| #1 | -57.65% Jul 6, 2018 - Mar 18, 2020 | -47.40% May 7, 2007 - Jul 23, 2009 |
| #2 | -25.64% Jan 29, 2015 - Jun 29, 2016 | -41.26% Feb 20, 2020 - Jan 7, 2021 |
| #3 | -25.32% Apr 28, 2011 - May 1, 2012 | -33.58% Sep 27, 2021 - Sep 16, 2025 |
| #4 | -19.31% May 21, 2013 - Oct 31, 2014 | -18.40% Apr 26, 2013 - Apr 29, 2016 |
| #5 | -18.75% Oct 18, 2017 - Jul 5, 2018 | -13.99% Apr 16, 2018 - Feb 1, 2019 |
| #6 | -15.61% Sep 7, 2016 - Dec 9, 2016 | -12.99% Feb 10, 2004 - Oct 8, 2004 |
| #7 | -8.74% May 1, 2012 - Jun 29, 2012 | -11.66% Jun 27, 2003 - Jan 9, 2004 |
| #8 | -7.97% Apr 18, 2017 - Oct 11, 2017 | -11.24% May 4, 2010 - Jul 23, 2010 |
| #9 | -7.41% Feb 27, 2017 - Apr 11, 2017 | -10.46% Jul 21, 2011 - Jan 19, 2012 |
| #10 | -6.68% Oct 18, 2012 - Dec 18, 2012 | -10.39% Dec 8, 2004 - Aug 8, 2006 |
| #11 | -6.54% Feb 28, 2011 - Apr 20, 2011 | -9.75% Nov 8, 2010 - Jul 15, 2011 |
| #12 | -3.76% Sep 14, 2012 - Oct 18, 2012 | -8.57% Oct 25, 2012 - Jan 17, 2013 |
| #13 | -3.74% Jul 17, 2012 - Aug 28, 2012 | -7.89% Sep 7, 2016 - Dec 28, 2016 |
| #14 | -3.45% Aug 15, 2016 - Sep 7, 2016 | -6.87% Feb 18, 2026 - Mar 30, 2026 |
| #15 | -3.41% Dec 7, 2010 - Dec 22, 2010 | -5.09% Jan 19, 2010 - Feb 25, 2010 |
Correlation
Correlation between KBWY and ERC is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
KBWY vs ERC dividend yield comparison.
| Year | KBWY | ERC |
|---|---|---|
| 2026 | 3.49% | 4.05% |
| 2025 | 9.79% | 9.34% |
| 2024 | 8.74% | 8.65% |
| 2023 | 7.90% | 8.44% |
| 2022 | 7.41% | 10.71% |
| 2021 | 5.05% | 8.51% |
| 2020 | 10.35% | 9.50% |
| 2019 | 6.19% | 9.35% |
| 2018 | 8.64% | 11.56% |
| 2017 | 7.25% | 9.66% |
| 2016 | 6.55% | 8.80% |
| 2015 | 5.72% | 13.67% |
| 2014 | 4.57% | 8.78% |
| 2013 | 4.85% | 8.53% |
| 2012 | 5.07% | 7.42% |
| 2011 | 6.64% | 8.23% |
| 2010 | 0.00% | 8.48% |
| 2009 | 0.00% | 9.17% |
| 2008 | 0.00% | 23.72% |
| 2007 | 0.00% | 8.27% |
| 2006 | 0.00% | 8.19% |
| 2005 | 0.00% | 9.18% |
| 2004 | 0.00% | 8.54% |
| 2003 | 0.00% | 3.83% |
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