KBWY vs SPY

KBWY vs SPY
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Quick Verdict

SPY has a lower expense ratio. KBWY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: KBWYMore Diversified: SPY

Side-by-Side Comparison

MetricKBWYSPYWinner
Expense Ratio0.35%0.09%
AUM$312M$821.1B
Dividend Yield8.03%1.01%
Holdings32505
YTD Return+23.57%+12.68%
1Y Return+26.47%+21.82%
3Y Return (annualized)+9.69%+21.98%
5Y Return (annualized)+2.93%+12.89%
Volatility (annualized)22.2%15.3%
Max Drawdown-64.3%-56.5%
Fund FamilyInvesco (US)State Street Investment Management
CategoryEquityEquity
InceptionDec 2, 2010Jan 22, 1993

KBWY vs SPY Performance

Invesco KBW Premium Yield Equity REIT ETF (KBWY) is a ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year KBWY returned +26.47% while SPY returned +21.82%. Year to date, KBWY is up 23.57% versus a gain of 12.68% for SPY.

Over three years, KBWY compounded at +9.69% per year against +21.98% for SPY; over five years the annualized figures are +2.93% and +12.89% respectively. Across the full 16-year window we track, SPY has the edge at +8.81% annualized vs +0.77%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KBWY has been the more volatile fund, with annualized monthly volatility of 22.2% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -64.3% for KBWY and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KBWY charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, KBWY currently yields 8.03% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

KBWY and SPY share 2 holdings out of 532 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KBWYWeight in SPYDifference
DOC3.23%0.02%3.21%
ARE2.88%0.01%2.87%

Frequently Asked Questions

Which is cheaper, KBWY or SPY?

KBWY has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, KBWY or SPY?

Over the past year KBWY returned +26.47% vs +21.82% for SPY, so KBWY leads on 1-year performance. Over the longest common window we track (16 years), KBWY annualized +0.77% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, KBWY or SPY?

KBWY has been the more volatile fund at 22.2% annualized versus 15.3% for SPY. Worst drawdown: KBWY -64.3% vs SPY -56.5%.

Should I hold both KBWY and SPY?

KBWY and SPY have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KBWY and SPY?

KBWY and SPY share 2 common holdings with a 0.0% weight overlap. Combined, they hold 532 unique securities.

Which pays a higher dividend, KBWY or SPY?

KBWY yields 8.03% while SPY yields 1.01%, so KBWY currently pays the higher dividend yield.

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