REVS vs KBWY
Comparison between COLUMBIA RESEARCH ENHANCED VALUE ETF (REVS, ETF) and INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF).
5-Year PerformanceREVS has outperformed KBWY, delivering a return of +12.1% compared to +3.1%
REVS vs KBWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REVS
$310M
Winner
KBWY
$311M
Expense Ratio
Winner
REVS
0.19%
KBWY
0.35%
Max Drawdown
Winner
REVS
37.85%
KBWY
64.35%
Sharpe Ratio
Winner
REVS
1.55
KBWY
1.29
5Y Beta
REVS
0.70
Winner
KBWY
0.58
P/E Ratio
Winner
REVS
21.14
KBWY
66.44
Forward P/E
Winner
REVS
15.26
KBWY
32.65
5Y Dividends CAGR
REVS
-26.00%
Winner
KBWY
-1.63%
5Y EPS CAGR
Winner
REVS
12.02%
KBWY
-8.15%
Debt to Equity
Winner
REVS
60.32%
KBWY
93.52%
P/S Ratio
Winner
REVS
1.43
KBWY
3.72
P/B Ratio
REVS
2.99
Winner
KBWY
1.32
REVS vs KBWY - Holdings Comparison
REVS and KBWY have 5 common holdings. Overlap is 0.28%
REVS's top 25 holdings weight is 50.65%. KBWY's top 25 holdings weight is 89.72%.
| Rank | REVS | KBWY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.63% | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 6.58% |
| #2 | MICROSOFT CORP (MSFT) - 5.91% | COMMUNITY HEALTHCARE TRUST INC (CHCT) - 5.33% |
| #3 | BANK OF AMERICA CORP (BAC) - 3.90% | MILLROSE PROPERTIES INC CLASS A (MRP) - 5.02% |
| #4 | CHEVRON CORP (CVX) - 2.56% | PARK HOTELS & RESORTS INC (PK) - 4.53% |
| #5 | ALTRIA GROUP INC (MO) - 2.34% | GLADSTONE COMMERCIAL CORP (GOOD) - 4.39% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.23% | HIGHWOODS PROPERTIES INC (HIW) - 4.35% |
| #7 | CITIGROUP INC (C) - 1.97% | AH REALTY TRUST INC (AHRT) - 3.90% |
| #8 | CVS HEALTH CORP (CVS) - 1.74% | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.56% |
| #9 | TJX COMPANIES INC (TJX) - 1.69% | CTO REALTY GROWTH INC ORDINARY SHARES- NEW (CTO) - 3.55% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.67% | GLOBAL NET LEASE INC (GNL) - 3.53% |
| #11 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.63% | APPLE HOSPITALITY REIT INC (APLE) - 3.40% |
| #12 | CHARLES SCHWAB CORP (SCHW) - 1.62% | RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 3.40% |
| #13 | GENERAL MOTORS CO (GM) - 1.38% | HEALTHPEAK PROPERTIES INC (DOC) - 3.31% |
| #14 | PROGRESSIVE CORP (PGR) - 1.29% | DOUGLAS EMMETT INC (DEI) - 3.21% |
| #15 | NEXTERA ENERGY INC (NEE) - 1.28% | EPR PROPERTIES (EPR) - 3.15% |
| #16 | ELEVANCE HEALTH INC (ELV) - 1.19% | NEXPOINT RESIDENTIAL TRUST INC (NXRT) - 3.09% |
| #17 | TARGET CORP (TGT) - 1.12% | ALPINE INCOME PROPERTY TRUST INC ORDINARY SHARES (PINE) - 3.01% |
| #18 | NEWMONT CORP (NEM) - 1.11% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.99% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 1.10% | AMERICAN ASSETS TRUST INC (AAT) - 2.92% |
| #20 | FORD MOTOR CO (F) - 1.09% | GETTY REALTY CORP (GTY) - 2.89% |
| #21 | ABBVIE INC (ABBV) - 1.08% | UMH PROPERTIES INC (UMH) - 2.79% |
| #22 | EQUINIX INC (EQIX) - 1.05% | SL GREEN REALTY CORP (SLG) - 2.78% |
| #23 | CONOCOPHILLIPS (COP) - 1.03% | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 2.73% |
| #24 | THE CIGNA GROUP (CI) - 1.03% | AMERICOLD REALTY TRUST INC (COLD) - 2.70% |
| #25 | GENERAL DYNAMICS CORP (GD) - 1.01% | FRONTVIEW REIT INC REITS (FVR) - 2.61% |
| Total Holdings | 307 | 32 |
REVS vs KBWY - Historical Returns
Returns include dividend reinvestment.
1M
REVS
+2.63%
Winner
KBWY
+3.23%
3M
REVS
+7.36%
Winner
KBWY
+14.37%
6M
REVS
+11.36%
Winner
KBWY
+19.65%
1Y
REVS
+22.30%
Winner
KBWY
+26.56%
5Y(CAGR)
Winner
REVS
+12.08%
KBWY
+3.06%
10Y(CAGR)
REVS
N/A
KBWY
+0.75%
Max(CAGR)
Winner
REVS
+13.13%
KBWY
+5.21%
REVS vs KBWY - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | REVS | KBWY |
|---|---|---|
| 2026 | +13.86% | +25.38% |
| 2025 | +16.91% | -4.36% |
| 2024 | +15.82% | -4.07% |
| 2023 | +13.26% | +12.23% |
| 2022 | -6.33% | -19.77% |
| 2021 | +30.07% | +33.72% |
| 2020 | +1.13% | -24.70% |
| 2019 | +7.21% | +21.47% |
| 2018 | N/A | -18.93% |
| 2017 | N/A | -0.02% |
| 2016 | N/A | +34.37% |
| 2015 | N/A | -9.38% |
| 2014 | N/A | +24.32% |
| 2013 | N/A | +8.57% |
| 2012 | N/A | +26.32% |
| 2011 | N/A | -6.53% |
| 2010 | N/A | +3.19% |
REVS vs KBWY Drawdown Comparison
The maximum drawdown for REVS was -37.85%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for KBWY was -57.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current REVS drawdown is -1.43%. The current KBWY drawdown is -3.50%.
| Rank | REVS | KBWY |
|---|---|---|
| #1 | -37.85% Feb 12, 2020 - Jan 6, 2021 | -57.65% Jul 6, 2018 - Mar 18, 2020 |
| #2 | -18.04% Apr 20, 2022 - Jul 18, 2023 | -25.64% Jan 29, 2015 - Jun 29, 2016 |
| #3 | -16.33% Nov 29, 2024 - Jul 1, 2025 | -25.32% Apr 28, 2011 - May 1, 2012 |
| #4 | -11.26% Jul 26, 2023 - Dec 14, 2023 | -19.31% May 21, 2013 - Oct 31, 2014 |
| #5 | -6.94% Feb 9, 2026 - Apr 17, 2026 | -18.75% Oct 18, 2017 - Jul 5, 2018 |
| #6 | -6.86% Jan 12, 2022 - Mar 29, 2022 | -15.61% Sep 7, 2016 - Dec 9, 2016 |
| #7 | -6.03% Nov 12, 2021 - Dec 27, 2021 | -8.74% May 1, 2012 - Jun 29, 2012 |
| #8 | -5.66% Mar 28, 2024 - Jul 15, 2024 | -7.97% Apr 18, 2017 - Oct 11, 2017 |
| #9 | -5.55% Jul 30, 2024 - Aug 23, 2024 | -7.41% Feb 27, 2017 - Apr 11, 2017 |
| #10 | -4.86% Jun 4, 2021 - Aug 10, 2021 | -6.68% Oct 18, 2012 - Dec 18, 2012 |
| #11 | -4.61% Oct 27, 2025 - Nov 28, 2025 | -6.54% Feb 28, 2011 - Apr 20, 2011 |
| #12 | -4.58% Aug 27, 2021 - Oct 20, 2021 | -3.76% Sep 14, 2012 - Oct 18, 2012 |
| #13 | -4.36% Jan 20, 2021 - Feb 5, 2021 | -3.74% Jul 17, 2012 - Aug 28, 2012 |
| #14 | -3.63% Sep 25, 2019 - Oct 21, 2019 | -3.45% Aug 15, 2016 - Sep 7, 2016 |
| #15 | -3.44% Jan 17, 2020 - Feb 11, 2020 | -3.41% Dec 7, 2010 - Dec 22, 2010 |
Correlation
Correlation between REVS and KBWY 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)
REVS vs KBWY dividend yield comparison.
| Year | REVS | KBWY |
|---|---|---|
| 2026 | 0.00% | 4.65% |
| 2025 | 2.13% | 9.79% |
| 2024 | 1.89% | 8.74% |
| 2023 | 2.49% | 7.90% |
| 2022 | 2.46% | 7.41% |
| 2021 | 1.18% | 5.05% |
| 2020 | 27.75% | 10.35% |
| 2019 | 0.70% | 6.19% |
| 2018 | 0.00% | 8.64% |
| 2017 | 0.00% | 7.25% |
| 2016 | 0.00% | 6.55% |
| 2015 | 0.00% | 5.72% |
| 2014 | 0.00% | 4.57% |
| 2013 | 0.00% | 4.85% |
| 2012 | 0.00% | 5.07% |
| 2011 | 0.00% | 6.64% |
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