KBWY vs REVS
Comparison between INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF) and COLUMBIA RESEARCH ENHANCED VALUE ETF (REVS, ETF).
5-Year PerformanceREVS has outperformed KBWY, delivering a return of +12.3% compared to +3.3%
KBWY vs REVS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KBWY
$311M
REVS
$310M
Expense Ratio
KBWY
0.35%
Winner
REVS
0.19%
Max Drawdown
KBWY
64.35%
Winner
REVS
37.85%
Sharpe Ratio
KBWY
1.52
Winner
REVS
1.72
5Y Beta
Winner
KBWY
0.58
REVS
0.70
P/E Ratio
KBWY
65.57
Winner
REVS
20.92
Forward P/E
KBWY
32.66
Winner
REVS
15.29
5Y Dividends CAGR
Winner
KBWY
-1.63%
REVS
-26.00%
5Y EPS CAGR
KBWY
-8.15%
Winner
REVS
12.25%
Debt to Equity
KBWY
93.52%
Winner
REVS
59.76%
P/S Ratio
KBWY
3.67
Winner
REVS
1.43
P/B Ratio
Winner
KBWY
1.28
REVS
2.98
KBWY vs REVS - Holdings Comparison
KBWY and REVS have 5 common holdings. Overlap is 0.28%
KBWY's top 25 holdings weight is 89.72%. REVS's top 25 holdings weight is 50.65%.
| Rank | KBWY | REVS |
|---|---|---|
| #1 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 6.58% | APPLE INC (AAPL) - 8.63% |
| #2 | COMMUNITY HEALTHCARE TRUST INC (CHCT) - 5.33% | MICROSOFT CORP (MSFT) - 5.91% |
| #3 | MILLROSE PROPERTIES INC CLASS A (MRP) - 5.02% | BANK OF AMERICA CORP (BAC) - 3.90% |
| #4 | PARK HOTELS & RESORTS INC (PK) - 4.53% | CHEVRON CORP (CVX) - 2.56% |
| #5 | GLADSTONE COMMERCIAL CORP (GOOD) - 4.39% | ALTRIA GROUP INC (MO) - 2.34% |
| #6 | HIGHWOODS PROPERTIES INC (HIW) - 4.35% | META PLATFORMS INC CLASS A (META) - 2.23% |
| #7 | AH REALTY TRUST INC (AHRT) - 3.90% | CITIGROUP INC (C) - 1.97% |
| #8 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.56% | CVS HEALTH CORP (CVS) - 1.74% |
| #9 | CTO REALTY GROWTH INC ORDINARY SHARES- NEW (CTO) - 3.55% | TJX COMPANIES INC (TJX) - 1.69% |
| #10 | GLOBAL NET LEASE INC (GNL) - 3.53% | CISCO SYSTEMS INC (CSCO) - 1.67% |
| #11 | APPLE HOSPITALITY REIT INC (APLE) - 3.40% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.63% |
| #12 | RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 3.40% | CHARLES SCHWAB CORP (SCHW) - 1.62% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 3.31% | GENERAL MOTORS CO (GM) - 1.38% |
| #14 | DOUGLAS EMMETT INC (DEI) - 3.21% | PROGRESSIVE CORP (PGR) - 1.29% |
| #15 | EPR PROPERTIES (EPR) - 3.15% | NEXTERA ENERGY INC (NEE) - 1.28% |
| #16 | NEXPOINT RESIDENTIAL TRUST INC (NXRT) - 3.09% | ELEVANCE HEALTH INC (ELV) - 1.19% |
| #17 | ALPINE INCOME PROPERTY TRUST INC ORDINARY SHARES (PINE) - 3.01% | TARGET CORP (TGT) - 1.12% |
| #18 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.99% | NEWMONT CORP (NEM) - 1.11% |
| #19 | AMERICAN ASSETS TRUST INC (AAT) - 2.92% | BANK OF NEW YORK MELLON CORP (BNY) - 1.10% |
| #20 | GETTY REALTY CORP (GTY) - 2.89% | FORD MOTOR CO (F) - 1.09% |
| #21 | UMH PROPERTIES INC (UMH) - 2.79% | ABBVIE INC (ABBV) - 1.08% |
| #22 | SL GREEN REALTY CORP (SLG) - 2.78% | EQUINIX INC (EQIX) - 1.05% |
| #23 | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 2.73% | CONOCOPHILLIPS (COP) - 1.03% |
| #24 | AMERICOLD REALTY TRUST INC (COLD) - 2.70% | THE CIGNA GROUP (CI) - 1.03% |
| #25 | FRONTVIEW REIT INC REITS (FVR) - 2.61% | GENERAL DYNAMICS CORP (GD) - 1.01% |
| Total Holdings | 32 | 307 |
KBWY vs REVS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWY
+6.67%
REVS
+3.12%
3M
Winner
KBWY
+16.23%
REVS
+8.51%
6M
Winner
KBWY
+21.06%
REVS
+12.44%
1Y
Winner
KBWY
+32.03%
REVS
+25.36%
5Y(CAGR)
KBWY
+3.34%
Winner
REVS
+12.34%
10Y(CAGR)
KBWY
+1.02%
REVS
N/A
Max(CAGR)
KBWY
+5.35%
Winner
REVS
+13.28%
KBWY vs REVS - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWY | REVS |
|---|---|---|
| 2026 | +27.95% | +14.81% |
| 2025 | -4.36% | +16.91% |
| 2024 | -4.07% | +15.82% |
| 2023 | +12.23% | +13.26% |
| 2022 | -19.77% | -6.33% |
| 2021 | +33.72% | +30.07% |
| 2020 | -24.70% | +1.13% |
| 2019 | +21.47% | +7.21% |
| 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 REVS 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 REVS was -37.85%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current KBWY drawdown is -1.52%. The current REVS drawdown is -0.61%.
| Rank | KBWY | REVS |
|---|---|---|
| #1 | -57.65% Jul 6, 2018 - Mar 18, 2020 | -37.85% Feb 12, 2020 - Jan 6, 2021 |
| #2 | -25.64% Jan 29, 2015 - Jun 29, 2016 | -18.04% Apr 20, 2022 - Jul 18, 2023 |
| #3 | -25.32% Apr 28, 2011 - May 1, 2012 | -16.33% Nov 29, 2024 - Jul 1, 2025 |
| #4 | -19.31% May 21, 2013 - Oct 31, 2014 | -11.26% Jul 26, 2023 - Dec 14, 2023 |
| #5 | -18.75% Oct 18, 2017 - Jul 5, 2018 | -6.94% Feb 9, 2026 - Apr 17, 2026 |
| #6 | -15.61% Sep 7, 2016 - Dec 9, 2016 | -6.86% Jan 12, 2022 - Mar 29, 2022 |
| #7 | -8.74% May 1, 2012 - Jun 29, 2012 | -6.03% Nov 12, 2021 - Dec 27, 2021 |
| #8 | -7.97% Apr 18, 2017 - Oct 11, 2017 | -5.66% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -7.41% Feb 27, 2017 - Apr 11, 2017 | -5.55% Jul 30, 2024 - Aug 23, 2024 |
| #10 | -6.68% Oct 18, 2012 - Dec 18, 2012 | -4.86% Jun 4, 2021 - Aug 10, 2021 |
| #11 | -6.54% Feb 28, 2011 - Apr 20, 2011 | -4.61% Oct 27, 2025 - Nov 28, 2025 |
| #12 | -3.76% Sep 14, 2012 - Oct 18, 2012 | -4.58% Aug 27, 2021 - Oct 20, 2021 |
| #13 | -3.74% Jul 17, 2012 - Aug 28, 2012 | -4.36% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -3.45% Aug 15, 2016 - Sep 7, 2016 | -3.63% Sep 25, 2019 - Oct 21, 2019 |
| #15 | -3.41% Dec 7, 2010 - Dec 22, 2010 | -3.44% Jan 17, 2020 - Feb 11, 2020 |
Correlation
Correlation between KBWY and REVS is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2011 - 2026)
KBWY vs REVS dividend yield comparison.
| Year | KBWY | REVS |
|---|---|---|
| 2026 | 4.56% | 0.00% |
| 2025 | 9.79% | 2.13% |
| 2024 | 8.74% | 1.89% |
| 2023 | 7.90% | 2.49% |
| 2022 | 7.41% | 2.46% |
| 2021 | 5.05% | 1.18% |
| 2020 | 10.35% | 27.75% |
| 2019 | 6.19% | 0.70% |
| 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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