The investment seeks to track the investment results (before fees and expenses) of the KBW Nasdaq Premium Yield Equity REIT Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-dividend yield-weighted index of domestic equity real estate investment trusts ("REITs") of small- and mid-capitalization, as determined by the index provider. The underlying index is designed to track the performance of small- and mid-capitalization equity REITs that have competitive dividend yields and are publicly-traded in the U.S.
IPO Year: n/a
Exchange: NASDAQ
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It's no wonder why so many real estate investment trusts (REITs) have terrible market performance in 2022. After all, the Federal Reserve's ongoing rate hikes will continue to hurt the real estate sector. Currently, exchange traded funds (ETFs) are down further than the S&P 500 — which is down roughly 17% year-to-date — it may be wise to stash these three funds in your watchlist. Once the Fed decides to make a pivot, it will eventually be less expensive to borrow money for loans (REITs outperformed the S&P 500 from 1972 to 2019 with annual returns of 13.3% compared to 12.1%, respectively). Until then, these three REIT ETFs are offering steady dividends and will help diversify your portfoli
Over a 10-year period, equity real estate investment trusts (REITs) tend to have a higher annualized return than mortgage REITs, which have an average return of 8.2%. Meanwhile, mortgage real estate investment trusts tend to have a higher five-year average dividend yield of 10.8%, which is much higher than equity REITs. The main difference between an equity REIT and a mortgage REIT is that equity REITs own the real estate and earn income through rents, while mortgage REITs lend money to real estate owners and collect the interest on those loans. The Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) which is constructed using a dividend yield-weighted methodology that seeks to refle
NEW YORK, Sept. 10, 2021 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the third quarter of 2021. This quarter, there are constituent changes within two of our indexes: the KBW Nasdaq Bank Index (TICKER:BKX, NASDAQ:KBWB) and the KBW Nasdaq Regional Banking Index (TICKER:KRX, NASDAQ:KBWR). These changes will be effective prior to the opening of business on Monday, September 20, 2021. As part of this rebalancing, below are the component level changes across impacted indices: KBW Nasdaq Ban
NEW YORK, June 11, 2021 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the second quarter of 2021. This quarter, there are constituent changes within two of our indexes: the KBW Nasdaq Financial Technology Index (TICKER:KFTX, NASDAQ:FTEK) and the KBW Nasdaq Regional Banking Index (TICKER:KRX, NASDAQ:KBWR). These changes will be effective prior to the opening of business on Monday, June 21, 2021. As part of this rebalancing, below are the component level changes across vari
NEW YORK, Sept. 10, 2021 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the third quarter of 2021. This quarter, there are constituent changes within two of our indexes: the KBW Nasdaq Bank Index (TICKER:BKX, NASDAQ:KBWB) and the KBW Nasdaq Regional Banking Index (TICKER:KRX, NASDAQ:KBWR). These changes will be effective prior to the opening of business on Monday, September 20, 2021. As part of this rebalancing, below are the component level changes across impacted indices: KBW Nasdaq Ban
NEW YORK, June 11, 2021 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the second quarter of 2021. This quarter, there are constituent changes within two of our indexes: the KBW Nasdaq Financial Technology Index (TICKER:KFTX, NASDAQ:FTEK) and the KBW Nasdaq Regional Banking Index (TICKER:KRX, NASDAQ:KBWR). These changes will be effective prior to the opening of business on Monday, June 21, 2021. As part of this rebalancing, below are the component level changes across vari