KBWY vs O
Comparison between INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF) and Realty Income Corp (O, Company).
Both KBWY and O are from the Real Estate sector.
5-Year PerformanceO has outperformed KBWY, delivering a return of +2.8% compared to +2.7%
KBWY vs O - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KBWY vs O - Historical Returns
Returns include dividend reinvestment.
KBWY vs O - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KBWY | O |
|---|---|---|
| 2026 | +19.15% | +8.46% |
| 2025 | -4.36% | +13.36% |
| 2024 | -4.07% | -4.03% |
| 2023 | +12.23% | -5.13% |
| 2022 | -19.77% | -6.85% |
| 2021 | +33.72% | +28.78% |
| 2020 | -24.70% | -10.15% |
| 2019 | +21.47% | +23.43% |
| 2018 | -18.93% | +16.75% |
| 2017 | -0.02% | +3.66% |
| 2016 | +34.37% | +16.80% |
| 2015 | -9.38% | +11.26% |
| 2014 | +24.32% | +34.27% |
| 2013 | +8.57% | -4.45% |
| 2012 | +26.32% | +20.80% |
| 2011 | -6.53% | +6.34% |
| 2010 | +3.19% | +38.29% |
| 2009 | N/A | +26.00% |
| 2008 | N/A | -1.64% |
| 2007 | N/A | +3.21% |
| 2006 | N/A | +32.46% |
| 2005 | N/A | -8.48% |
| 2004 | N/A | +33.61% |
| 2003 | N/A | +20.64% |
| 2002 | N/A | +27.95% |
| 2001 | N/A | +30.39% |
| 2000 | N/A | +31.81% |
| 1999 | N/A | -7.54% |
KBWY vs O 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 O was -48.39%, occurring on Mar 6, 2009. Recovery took 329 trading sessions.
The current KBWY drawdown is -8.29%. The current O drawdown is -8.77%.
| Rank | KBWY | O |
|---|---|---|
| #1 | -57.65% Jul 6, 2018 - Mar 18, 2020 | -48.39% Sep 18, 2008 - Jan 8, 2010 |
| #2 | -25.64% Jan 29, 2015 - Jun 29, 2016 | -48.28% Feb 21, 2020 - Apr 14, 2022 |
| #3 | -25.32% Apr 28, 2011 - May 1, 2012 | -34.49% Aug 15, 2022 - Feb 4, 2026 |
| #4 | -19.31% May 21, 2013 - Oct 31, 2014 | -31.37% May 17, 2013 - Jan 7, 2015 |
| #5 | -18.75% Oct 18, 2017 - Jul 5, 2018 | -29.65% Aug 1, 2016 - Dec 6, 2018 |
| #6 | -15.61% Sep 7, 2016 - Dec 9, 2016 | -28.76% Nov 13, 2007 - Sep 18, 2008 |
| #7 | -8.74% May 1, 2012 - Jun 29, 2012 | -21.26% Apr 28, 2011 - Dec 22, 2011 |
| #8 | -7.97% Apr 18, 2017 - Oct 11, 2017 | -20.50% Jun 28, 2002 - Dec 11, 2002 |
| #9 | -7.41% Feb 27, 2017 - Apr 11, 2017 | -20.34% Feb 7, 2007 - Oct 2, 2007 |
| #10 | -6.68% Oct 18, 2012 - Dec 18, 2012 | -19.10% Jan 29, 2015 - Jan 19, 2016 |
| #11 | -6.54% Feb 28, 2011 - Apr 20, 2011 | -18.39% Mar 31, 2004 - Aug 27, 2004 |
| #12 | -3.76% Sep 14, 2012 - Oct 18, 2012 | -15.90% Jun 17, 2005 - Mar 16, 2006 |
| #13 | -3.74% Jul 17, 2012 - Aug 28, 2012 | -15.60% Apr 20, 2022 - Jul 29, 2022 |
| #14 | -3.45% Aug 15, 2016 - Sep 7, 2016 | -13.90% Apr 29, 2010 - Sep 2, 2010 |
| #15 | -3.41% Dec 7, 2010 - Dec 22, 2010 | -13.24% Mar 17, 2006 - Aug 24, 2006 |
Correlation
Correlation between KBWY and O is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
KBWY vs O dividend yield comparison.
| Year | KBWY | O |
|---|---|---|
| 2026 | 3.49% | 2.22% |
| 2025 | 9.79% | 6.19% |
| 2024 | 8.74% | 5.37% |
| 2023 | 7.90% | 5.33% |
| 2022 | 7.41% | 4.68% |
| 2021 | 5.05% | 3.87% |
| 2020 | 10.35% | 4.51% |
| 2019 | 6.19% | 3.69% |
| 2018 | 8.64% | 4.19% |
| 2017 | 7.25% | 4.45% |
| 2016 | 6.55% | 4.18% |
| 2015 | 5.72% | 4.41% |
| 2014 | 4.57% | 4.60% |
| 2013 | 4.85% | 5.83% |
| 2012 | 5.07% | 4.42% |
| 2011 | 6.64% | 4.97% |
| 2010 | 0.00% | 5.04% |
| 2009 | 0.00% | 6.59% |
| 2008 | 0.00% | 7.20% |
| 2007 | 0.00% | 5.81% |
| 2006 | 0.00% | 5.23% |
| 2005 | 0.00% | 6.26% |
| 2004 | 0.00% | 4.73% |
| 2003 | 0.00% | 5.92% |
| 2002 | 0.00% | 6.60% |
| 2001 | 0.00% | 7.64% |
| 2000 | 0.00% | 8.70% |
| 1999 | 0.00% | 1.73% |
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