KBWY vs IGHG
Comparison between INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF) and PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED (IGHG, ETF).
5-Year PerformanceIGHG has outperformed KBWY, delivering a return of +5.2% compared to +2.7%
KBWY vs IGHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KBWY vs IGHG - Historical Returns
Returns include dividend reinvestment.
KBWY vs IGHG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWY | IGHG |
|---|---|---|
| 2026 | +19.15% | +1.80% |
| 2025 | -4.36% | +5.76% |
| 2024 | -4.07% | +9.63% |
| 2023 | +12.23% | +11.70% |
| 2022 | -19.77% | -1.31% |
| 2021 | +33.72% | +1.33% |
| 2020 | -24.70% | +1.07% |
| 2019 | +21.47% | +12.91% |
| 2018 | -18.93% | -4.17% |
| 2017 | -0.02% | +4.59% |
| 2016 | +34.37% | +8.86% |
| 2015 | -9.38% | -1.46% |
| 2014 | +24.32% | -2.34% |
| 2013 | +8.57% | +2.68% |
| 2012 | +26.32% | N/A |
| 2011 | -6.53% | N/A |
| 2010 | +3.19% | N/A |
KBWY vs IGHG 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 IGHG was -25.16%, occurring on Mar 20, 2020. Recovery took 218 trading sessions.
The current KBWY drawdown is -8.29%. The current IGHG drawdown is -0.27%.
| Rank | KBWY | IGHG |
|---|---|---|
| #1 | -57.65% Jul 6, 2018 - Mar 18, 2020 | -25.16% Jan 22, 2020 - Dec 1, 2020 |
| #2 | -25.64% Jan 29, 2015 - Jun 29, 2016 | -11.69% Jun 19, 2014 - Dec 7, 2016 |
| #3 | -25.32% Apr 28, 2011 - May 1, 2012 | -8.75% Sep 29, 2021 - Jun 7, 2023 |
| #4 | -19.31% May 21, 2013 - Oct 31, 2014 | -7.16% Feb 1, 2018 - Apr 12, 2019 |
| #5 | -18.75% Oct 18, 2017 - Jul 5, 2018 | -3.73% Jan 27, 2025 - May 16, 2025 |
| #6 | -15.61% Sep 7, 2016 - Dec 9, 2016 | -2.63% Jul 12, 2024 - Aug 23, 2024 |
| #7 | -8.74% May 1, 2012 - Jun 29, 2012 | -2.61% Jul 26, 2019 - Oct 21, 2019 |
| #8 | -7.97% Apr 18, 2017 - Oct 11, 2017 | -2.37% Apr 22, 2019 - Jun 21, 2019 |
| #9 | -7.41% Feb 27, 2017 - Apr 11, 2017 | -1.86% Jan 3, 2014 - Feb 28, 2014 |
| #10 | -6.68% Oct 18, 2012 - Dec 18, 2012 | -1.78% Jun 25, 2021 - Sep 27, 2021 |
| #11 | -6.54% Feb 28, 2011 - Apr 20, 2011 | -1.75% Feb 2, 2026 - Apr 13, 2026 |
| #12 | -3.76% Sep 14, 2012 - Oct 18, 2012 | -1.61% Mar 31, 2021 - Jun 16, 2021 |
| #13 | -3.74% Jul 17, 2012 - Aug 28, 2012 | -1.48% Apr 9, 2014 - Jun 19, 2014 |
| #14 | -3.45% Aug 15, 2016 - Sep 7, 2016 | -1.44% Mar 1, 2021 - Mar 31, 2021 |
| #15 | -3.41% Dec 7, 2010 - Dec 22, 2010 | -1.42% Oct 27, 2017 - Dec 15, 2017 |
Correlation
Correlation between KBWY and IGHG is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2011 - 2026)
KBWY vs IGHG dividend yield comparison.
| Year | KBWY | IGHG |
|---|---|---|
| 2026 | 3.49% | 2.13% |
| 2025 | 9.79% | 5.14% |
| 2024 | 8.74% | 5.06% |
| 2023 | 7.90% | 4.99% |
| 2022 | 7.41% | 3.55% |
| 2021 | 5.05% | 2.50% |
| 2020 | 10.35% | 2.79% |
| 2019 | 6.19% | 3.48% |
| 2018 | 8.64% | 4.13% |
| 2017 | 7.25% | 3.36% |
| 2016 | 6.55% | 3.37% |
| 2015 | 5.72% | 3.65% |
| 2014 | 4.57% | 3.58% |
| 2013 | 4.85% | 0.55% |
| 2012 | 5.07% | 0.00% |
| 2011 | 6.64% | 0.00% |
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