KBWY vs OPPJ
Comparison between INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF) and WISDOMTREE JAPAN OPPORTUNITIES FUND (OPPJ, ETF).
5-Year PerformanceOPPJ has outperformed KBWY, delivering a return of +25.2% compared to +2.6%
KBWY vs OPPJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KBWY
$290M
OPPJ
$290M
Expense Ratio
Winner
KBWY
0.35%
OPPJ
0.58%
Max Drawdown
KBWY
64.35%
Winner
OPPJ
41.67%
Sharpe Ratio
KBWY
1.30
Winner
OPPJ
2.38
5Y Beta
Winner
KBWY
0.59
OPPJ
0.69
P/E Ratio
KBWY
77.20
OPPJ
N/A
Forward P/E
KBWY
32.66
OPPJ
N/A
5Y Dividends CAGR
KBWY
-2.55%
Winner
OPPJ
7.73%
5Y EPS CAGR
KBWY
-5.91%
OPPJ
N/A
Debt to Equity
KBWY
87.80%
OPPJ
N/A
P/S Ratio
KBWY
3.49
OPPJ
N/A
P/B Ratio
KBWY
1.27
OPPJ
N/A
KBWY vs OPPJ - Holdings Comparison
KBWY and OPPJ have 1 common holdings. Overlap is -0.05%
KBWY's top 25 holdings weight is 88.85%. OPPJ's top 25 holdings weight is 73.44%.
| Rank | KBWY | OPPJ |
|---|---|---|
| #1 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 6.41% | MARUBENI CORP (n/a) - 11.25% |
| #2 | COMMUNITY HEALTHCARE TRUST INC (CHCT) - 4.65% | MITSUI & CO LTD (n/a) - 10.47% |
| #3 | HIGHWOODS PROPERTIES INC (HIW) - 4.33% | MITSUBISHI CORP (n/a) - 10.24% |
| #4 | PARK HOTELS & RESORTS INC (PK) - 4.26% | SUMITOMO CORP (n/a) - 8.72% |
| #5 | SL GREEN REALTY CORP (SLG) - 4.19% | ITOCHU CORP (n/a) - 7.47% |
| #6 | GLADSTONE COMMERCIAL CORP (GOOD) - 3.97% | SOFTBANK CORP (n/a) - 2.45% |
| #7 | AH REALTY TRUST INC (AHRT) - 3.96% | KAWASAKI HEAVY INDUSTRIES LTD (n/a) - 2.07% |
| #8 | APPLE HOSPITALITY REIT INC (APLE) - 3.89% | TOKYO ELECTRON LTD (n/a) - 2.01% |
| #9 | RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 3.84% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.96% |
| #10 | DOUGLAS EMMETT INC (DEI) - 3.76% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.96% |
| #11 | CHIRON REAL ESTATE INC (XRN) - 3.63% | HANWA CO LTD (n/a) - 1.90% |
| #12 | MILLROSE PROPERTIES INC CLASS A (MRP) - 3.46% | PANASONIC HOLDINGS CORP (n/a) - 1.84% |
| #13 | AMERICAN ASSETS TRUST INC (AAT) - 3.40% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.69% |
| #14 | CTO REALTY GROWTH INC ORDINARY SHARES- NEW (CTO) - 3.32% | FAST RETAILING CO LTD (n/a) - 1.46% |
| #15 | GLOBAL NET LEASE INC (GNL) - 3.27% | SUZUKI MOTOR CORP (n/a) - 1.43% |
| #16 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.23% | SOMPO HOLDINGS INC (n/a) - 1.41% |
| #17 | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 3.18% | SBI HOLDINGS INC (n/a) - 1.00% |
| #18 | AMERICOLD REALTY TRUST INC (COLD) - 3.14% | RAKUTEN GROUP INC (n/a) - 0.93% |
| #19 | NEXPOINT RESIDENTIAL TRUST INC (NXRT) - 3.11% | FURUKAWA CO LTD (n/a) - 0.53% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 3.10% | THE FIRST BANK OF TOYAMA LTD (n/a) - 0.51% |
| #21 | SILA REALTY TRUST INC (SILA) - 2.98% | CARLIT CO LTD (n/a) - 0.45% |
| #22 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.47% | KOMEHYO HOLDINGS CO LTD (n/a) - 0.43% |
| #23 | ALPINE INCOME PROPERTY TRUST INC ORDINARY SHARES (PINE) - 2.45% | HIRATA CORP (n/a) - 0.42% |
| #24 | EPR PROPERTIES (EPR) - 2.43% | OITA BANK LTD (n/a) - 0.42% |
| #25 | UMH PROPERTIES INC (UMH) - 2.42% | THE 77 BANK LTD (n/a) - 0.42% |
| Total Holdings | 32 | 118 |
KBWY vs OPPJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWY
+8.02%
OPPJ
-1.93%
3M
Winner
KBWY
+19.80%
OPPJ
+10.21%
6M
KBWY
+23.17%
Winner
OPPJ
+27.08%
1Y
KBWY
+27.19%
Winner
OPPJ
+64.33%
5Y(CAGR)
KBWY
+2.59%
Winner
OPPJ
+25.16%
10Y(CAGR)
KBWY
+1.68%
Winner
OPPJ
+17.68%
Max(CAGR)
KBWY
+5.10%
Winner
OPPJ
+15.43%
KBWY vs OPPJ - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWY | OPPJ |
|---|---|---|
| 2026 | +22.56% | +24.37% |
| 2025 | -4.36% | +37.19% |
| 2024 | -4.07% | +20.96% |
| 2023 | +12.23% | +37.82% |
| 2022 | -19.77% | +4.96% |
| 2021 | +33.72% | +13.87% |
| 2020 | -24.70% | -4.33% |
| 2019 | +21.47% | +18.34% |
| 2018 | -18.93% | -18.95% |
| 2017 | -0.02% | +27.62% |
| 2016 | +34.37% | +10.84% |
| 2015 | -9.38% | +15.70% |
| 2014 | +24.32% | +11.26% |
| 2013 | +8.57% | +14.31% |
| 2012 | +26.32% | N/A |
| 2011 | -6.53% | N/A |
| 2010 | +3.19% | N/A |
KBWY vs OPPJ 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 OPPJ was -39.27%, occurring on Mar 16, 2020. Recovery took 800 trading sessions.
The current KBWY drawdown is -5.67%. The current OPPJ drawdown is -4.22%.
| Rank | KBWY | OPPJ |
|---|---|---|
| #1 | -57.65% Jul 6, 2018 - Mar 18, 2020 | -39.27% Jan 8, 2018 - Mar 15, 2021 |
| #2 | -25.64% Jan 29, 2015 - Jun 29, 2016 | -23.74% Aug 10, 2015 - Dec 7, 2016 |
| #3 | -25.32% Apr 28, 2011 - May 1, 2012 | -16.49% Jul 16, 2024 - Dec 27, 2024 |
| #4 | -19.31% May 21, 2013 - Oct 31, 2014 | -14.50% Mar 27, 2025 - May 12, 2025 |
| #5 | -18.75% Oct 18, 2017 - Jul 5, 2018 | -14.50% Sep 16, 2021 - Nov 22, 2022 |
| #6 | -15.61% Sep 7, 2016 - Dec 9, 2016 | -11.84% Jan 21, 2014 - Jul 1, 2014 |
| #7 | -8.74% May 1, 2012 - Jun 29, 2012 | -11.35% Sep 26, 2014 - Oct 31, 2014 |
| #8 | -7.97% Apr 18, 2017 - Oct 11, 2017 | -9.82% Feb 12, 2026 - Apr 8, 2026 |
| #9 | -7.41% Feb 27, 2017 - Apr 11, 2017 | -8.77% Jul 18, 2013 - Sep 20, 2013 |
| #10 | -6.68% Oct 18, 2012 - Dec 18, 2012 | -8.35% Mar 22, 2021 - Sep 7, 2021 |
| #11 | -6.54% Feb 28, 2011 - Apr 20, 2011 | -8.14% Mar 13, 2017 - May 3, 2017 |
| #12 | -3.76% Sep 14, 2012 - Oct 18, 2012 | -8.11% Jun 23, 2015 - Aug 5, 2015 |
| #13 | -3.74% Jul 17, 2012 - Aug 28, 2012 | -7.83% May 14, 2026 - Jun 10, 2026 |
| #14 | -3.45% Aug 15, 2016 - Sep 7, 2016 | -7.52% Sep 19, 2023 - Nov 30, 2023 |
| #15 | -3.41% Dec 7, 2010 - Dec 22, 2010 | -7.13% Mar 8, 2023 - Apr 24, 2023 |
Correlation
Correlation between KBWY and OPPJ is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.
0.17
-101
Dividend Comparison (2011 - 2026)
KBWY vs OPPJ dividend yield comparison.
| Year | KBWY | OPPJ |
|---|---|---|
| 2026 | 3.39% | 0.09% |
| 2025 | 9.79% | 1.78% |
| 2024 | 8.74% | 4.02% |
| 2023 | 7.90% | 2.71% |
| 2022 | 7.41% | 2.63% |
| 2021 | 5.05% | 2.96% |
| 2020 | 10.35% | 3.04% |
| 2019 | 6.19% | 2.17% |
| 2018 | 8.64% | 2.06% |
| 2017 | 7.25% | 1.53% |
| 2016 | 6.55% | 1.66% |
| 2015 | 5.72% | 3.61% |
| 2014 | 4.57% | 8.65% |
| 2013 | 4.85% | 0.21% |
| 2012 | 5.07% | 0.00% |
| 2011 | 6.64% | 0.00% |
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