KBWY vs LQTI
Comparison between INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF) and FT VEST INVESTMENT GRADE & TARGET INCOME ETF (LQTI, ETF).
KBWY vs LQTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBWY
$276M
LQTI
$276M
Expense Ratio
Winner
KBWY
0.35%
LQTI
0.65%
Max Drawdown
KBWY
64.35%
Winner
LQTI
7.07%
Sharpe Ratio
Winner
KBWY
1.28
LQTI
0.21
5Y Beta
KBWY
0.60
Winner
LQTI
0.12
P/E Ratio
KBWY
73.23
LQTI
N/A
Forward P/E
KBWY
33.36
LQTI
N/A
5Y Dividends CAGR
KBWY
-2.55%
LQTI
N/A
5Y EPS CAGR
KBWY
-5.84%
LQTI
N/A
Debt to Equity
KBWY
88.67%
LQTI
N/A
P/S Ratio
KBWY
3.42
LQTI
N/A
P/B Ratio
KBWY
1.22
LQTI
N/A
KBWY vs LQTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWY
+5.66%
LQTI
-0.32%
3M
Winner
KBWY
+11.69%
LQTI
-0.98%
6M
Winner
KBWY
+22.33%
LQTI
+0.12%
1Y
Winner
KBWY
+26.45%
LQTI
+5.01%
5Y(CAGR)
KBWY
+2.69%
LQTI
N/A
10Y(CAGR)
KBWY
+1.50%
LQTI
N/A
Max(CAGR)
KBWY
+4.91%
Winner
LQTI
+4.94%
KBWY vs LQTI - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWY | LQTI |
|---|---|---|
| 2026 | +19.15% | +0.24% |
| 2025 | -4.36% | +6.69% |
| 2024 | -4.07% | N/A |
| 2023 | +12.23% | N/A |
| 2022 | -19.77% | N/A |
| 2021 | +33.72% | N/A |
| 2020 | -24.70% | N/A |
| 2019 | +21.47% | N/A |
| 2018 | -18.93% | N/A |
| 2017 | -0.02% | N/A |
| 2016 | +34.37% | N/A |
| 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 LQTI 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 LQTI was -3.40%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current KBWY drawdown is -8.29%. The current LQTI drawdown is -1.77%.
| Rank | KBWY | LQTI |
|---|---|---|
| #1 | -57.65% Jul 6, 2018 - Mar 18, 2020 | -3.40% Feb 26, 2026 - Mar 27, 2026 |
| #2 | -25.64% Jan 29, 2015 - Jun 29, 2016 | -3.23% Apr 4, 2025 - Jun 12, 2025 |
| #3 | -25.32% Apr 28, 2011 - May 1, 2012 | -1.76% Oct 24, 2025 - Feb 12, 2026 |
| #4 | -19.31% May 21, 2013 - Oct 31, 2014 | -1.27% Mar 3, 2025 - Apr 2, 2025 |
| #5 | -18.75% Oct 18, 2017 - Jul 5, 2018 | -1.09% Jul 2, 2025 - Jul 29, 2025 |
| #6 | -15.61% Sep 7, 2016 - Dec 9, 2016 | -1.07% Sep 15, 2025 - Oct 14, 2025 |
| #7 | -8.74% May 1, 2012 - Jun 29, 2012 | -0.68% Jun 12, 2025 - Jun 23, 2025 |
| #8 | -7.97% Apr 18, 2017 - Oct 11, 2017 | -0.67% Aug 13, 2025 - Aug 27, 2025 |
| #9 | -7.41% Feb 27, 2017 - Apr 11, 2017 | -0.57% Feb 19, 2026 - Feb 26, 2026 |
| #10 | -6.68% Oct 18, 2012 - Dec 18, 2012 | -0.42% Aug 28, 2025 - Sep 3, 2025 |
| #11 | -6.54% Feb 28, 2011 - Apr 20, 2011 | -0.41% Aug 7, 2025 - Aug 13, 2025 |
| #12 | -3.76% Sep 14, 2012 - Oct 18, 2012 | -0.34% Feb 14, 2025 - Feb 21, 2025 |
| #13 | -3.74% Jul 17, 2012 - Aug 28, 2012 | -0.22% Oct 22, 2025 - Oct 24, 2025 |
| #14 | -3.45% Aug 15, 2016 - Sep 7, 2016 | -0.19% Jul 29, 2025 - Aug 1, 2025 |
| #15 | -3.41% Dec 7, 2010 - Dec 22, 2010 | -0.15% Jun 24, 2025 - Jun 27, 2025 |
Correlation
Correlation between KBWY and LQTI is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2011 - 2026)
KBWY vs LQTI dividend yield comparison.
| Year | KBWY | LQTI |
|---|---|---|
| 2026 | 3.49% | 4.54% |
| 2025 | 9.79% | 7.01% |
| 2024 | 8.74% | 0.00% |
| 2023 | 7.90% | 0.00% |
| 2022 | 7.41% | 0.00% |
| 2021 | 5.05% | 0.00% |
| 2020 | 10.35% | 0.00% |
| 2019 | 6.19% | 0.00% |
| 2018 | 8.64% | 0.00% |
| 2017 | 7.25% | 0.00% |
| 2016 | 6.55% | 0.00% |
| 2015 | 5.72% | 0.00% |
| 2014 | 4.57% | 0.00% |
| 2013 | 4.85% | 0.00% |
| 2012 | 5.07% | 0.00% |
| 2011 | 6.64% | 0.00% |
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