IYR was created on 2000-06-12 by iShares. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 3587.18m in AUM and 67 holdings. IYR tracks a market-cap-weighted index of US real estate equities.
KBWY was created on 2010-12-02 by Invesco. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 235.88m in AUM and 28 holdings. KBWY tracks a dividend-yield-weighted index of small- and mid-cap equity REITs.
Key Details
Jun 12, 2000
Dec 02, 2010
Equity
Equity
Real Estate
Real Estate
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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Political Calculations' initial estimate of the total market capitalization of new homes sold in the United States ticked up again in June 2025.
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Real estate equities were outperformers this week as earnings season kicked into gear with a solid slate of results from residential, technology, and retail REITs.
SeekingAlpha
The latest monthly data on home prices was published earlier this week from S&P CoreLogic's Case Shiller indices. Click to read.
SeekingAlpha
After years of post-pandemic weakness, back-to-office mandates are fueling investor demand for office REITs. Click to read.
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Curveballs: U.S. Housing
SeekingAlpha
Political Calculations' initial estimate of the total market capitalization of new homes sold in the United States ticked up again in June 2025.
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Real estate equities were outperformers this week as earnings season kicked into gear with a solid slate of results from residential, technology, and retail REITs.
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Treasury Market Sees No Rate Cut By Sept., 30-Year Treasury Yield Near 5%: The Yield Curve And 'Real' Mortgage Rates
IYR - iShares U.S. Real Estate ETF and KBWY - Invesco KBW Premium Yield Equity REIT ETF have a 5 holding overlap. Which accounts for a 2.8% overlap.
Number of overlapping holdings
5
% of overlapping holdings
2.84%
Name | Weight in IYR | Weight in KBWY |
---|---|---|
0.95% | 2.99% | |
0.85% | 3.46% | |
0.42% | 4.22% | |
0.32% | 3.22% | |
0.31% | 3.60% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BILS | -0.14% | $3.82B | 0.1356% | |
SHYM | 0.53% | $363.48M | 0.35% | |
BIL | 0.67% | $41.73B | 0.1356% | |
ULST | -1.72% | $575.58M | 0.2% | |
WEAT | 1.79% | $120.75M | 0.28% | |
CANE | -2.08% | $13.94M | 0.29% | |
XHLF | -2.18% | $1.76B | 0.03% | |
AGZD | 2.79% | $98.49M | 0.23% | |
BILZ | 2.80% | $898.39M | 0.14% | |
CTA | -3.76% | $1.14B | 0.76% | |
TBLL | -3.97% | $2.13B | 0.08% | |
CORN | -3.98% | $43.78M | 0.2% | |
FXY | 4.51% | $599.36M | 0.4% | |
SGOV | 4.53% | $52.19B | 0.09% | |
SCHO | 4.60% | $10.95B | 0.03% | |
SPTS | 4.69% | $5.82B | 0.03% | |
XONE | -5.27% | $632.14M | 0.03% | |
STOT | 5.29% | $273.57M | 0.45% | |
KCCA | -5.36% | $108.67M | 0.87% | |
GBIL | 5.95% | $6.41B | 0.12% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VNQ | 99.67% | $34.00B | 0.13% | |
FREL | 99.60% | $1.03B | 0.084% | |
XLRE | 99.52% | $7.63B | 0.09% | |
SCHH | 99.26% | $8.12B | 0.07% | |
DFAR | 99.24% | $1.37B | 0.19% | |
ICF | 98.90% | $1.93B | 0.33% | |
FRI | 97.98% | $150.40M | 0.49% | |
USRT | 97.94% | $2.96B | 0.08% | |
BBRE | 97.87% | $910.57M | 0.11% | |
RWR | 97.85% | $1.79B | 0.25% | |
DFGR | 97.65% | $2.59B | 0.22% | |
REET | 97.29% | $3.90B | 0.14% | |
RWO | 96.76% | $1.11B | 0.5% | |
SPRE | 93.38% | $158.25M | 0.5% | |
REZ | 93.10% | $780.46M | 0.48% | |
INDS | 92.73% | $135.35M | 0.55% | |
KBWY | 85.87% | $234.93M | 0.35% | |
SPYD | 85.53% | $6.96B | 0.07% | |
SPHD | 84.56% | $3.12B | 0.3% | |
RIET | 84.18% | $89.29M | 0.5% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
RIET | 92.71% | $89.29M | 0.5% | |
BBRE | 88.83% | $910.57M | 0.11% | |
RWR | 88.83% | $1.79B | 0.25% | |
USRT | 88.46% | $2.96B | 0.08% | |
FRI | 88.41% | $150.40M | 0.49% | |
FREL | 87.96% | $1.03B | 0.084% | |
VNQ | 87.72% | $34.00B | 0.13% | |
REET | 87.61% | $3.90B | 0.14% | |
RWO | 86.99% | $1.11B | 0.5% | |
SCHH | 86.95% | $8.12B | 0.07% | |
DFGR | 86.65% | $2.59B | 0.22% | |
DFAR | 86.63% | $1.37B | 0.19% | |
XSHD | 86.09% | $74.41M | 0.3% | |
IYR | 85.87% | $3.82B | 0.39% | |
SPYD | 85.71% | $6.96B | 0.07% | |
SRET | 84.84% | $189.39M | 0.59% | |
XMLV | 84.29% | $804.52M | 0.25% | |
INDS | 83.33% | $135.35M | 0.55% | |
XLRE | 83.09% | $7.63B | 0.09% | |
ICF | 83.06% | $1.93B | 0.33% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -20.62% | $218.16M | +1,755.57% | 0.00% |
K | -10.02% | $27.69B | +37.23% | 2.86% |
SBDS | -5.88% | $22.44M | -84.14% | 0.00% |
HUSA | -5.80% | $351.35M | -23.87% | 0.00% |
STG | -4.62% | $51.27M | +15.32% | 0.00% |
UPXI | -4.62% | $262.78M | -29.57% | 0.00% |
MSIF | -3.19% | $726.09M | +28.49% | 8.05% |
VSTA | -3.15% | $332.84M | +38.80% | 0.00% |
UUU | -2.06% | $8.10M | +138.10% | 0.00% |
CEP | -1.96% | $369.41M | +188.60% | 0.00% |
REPL | -1.44% | $587.44M | -24.50% | 0.00% |
VRCA | -1.20% | $55.41M | -90.91% | 0.00% |
AGL | -1.15% | $790.65M | -72.28% | 0.00% |
LITB | -0.83% | $22.98M | -66.66% | 0.00% |
FUBO | -0.51% | $1.42B | +184.93% | 0.00% |
ZCMD | -0.46% | $26.01M | -8.84% | 0.00% |
BTCT | -0.14% | $26.17M | +52.78% | 0.00% |
CBOE | 0.26% | $25.31B | +31.70% | 1.05% |
MVO | 0.68% | $64.97M | -38.92% | 18.29% |
CARV | 1.18% | $10.71M | +7.11% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NEOG | -0.01% | $1.02B | -72.43% | 0.00% |
CYCN | 0.10% | $8.47M | -26.26% | 0.00% |
TRON | 0.21% | $156.94M | +746.15% | 0.00% |
UUU | -0.36% | $8.10M | +138.10% | 0.00% |
FUBO | -0.40% | $1.42B | +184.93% | 0.00% |
REPL | 0.51% | $587.44M | -24.50% | 0.00% |
MSIF | -0.55% | $726.09M | +28.49% | 8.05% |
CEP | -0.59% | $369.41M | +188.60% | 0.00% |
RLX | 0.61% | $2.07B | +26.82% | 0.45% |
SLE | -0.69% | $3.72M | -92.05% | 0.00% |
LITB | 0.79% | $22.98M | -66.66% | 0.00% |
SBDS | -0.81% | $22.44M | -84.14% | 0.00% |
VSA | -0.89% | $10.63M | +30.19% | 0.00% |
CCRN | 1.00% | $430.44M | -28.02% | 0.00% |
SRRK | 1.00% | $3.59B | +316.63% | 0.00% |
DHT | 1.03% | $1.80B | -4.60% | 7.31% |
CELC | -1.05% | $1.57B | +119.86% | 0.00% |
GALT | -1.27% | $227.85M | +44.00% | 0.00% |
BTCT | -1.64% | $26.17M | +52.78% | 0.00% |
NEUE | 1.67% | $61.01M | +4.65% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -15.44% | $218.16M | +1,755.57% | 0.00% |
UPXI | -9.18% | $262.78M | -29.57% | 0.00% |
AGL | -6.84% | $790.65M | -72.28% | 0.00% |
VRCA | -4.34% | $55.41M | -90.91% | 0.00% |
CPSH | -4.15% | $37.91M | +56.29% | 0.00% |
STG | -3.37% | $51.27M | +15.32% | 0.00% |
HUSA | -2.83% | $351.35M | -23.87% | 0.00% |
MVO | -2.67% | $64.97M | -38.92% | 18.29% |
VSTA | -2.25% | $332.84M | +38.80% | 0.00% |
K | -1.90% | $27.69B | +37.23% | 2.86% |
BTCT | -1.64% | $26.17M | +52.78% | 0.00% |
GALT | -1.27% | $227.85M | +44.00% | 0.00% |
CELC | -1.05% | $1.57B | +119.86% | 0.00% |
VSA | -0.89% | $10.63M | +30.19% | 0.00% |
SBDS | -0.81% | $22.44M | -84.14% | 0.00% |
SLE | -0.69% | $3.72M | -92.05% | 0.00% |
CEP | -0.59% | $369.41M | +188.60% | 0.00% |
MSIF | -0.55% | $726.09M | +28.49% | 8.05% |
FUBO | -0.40% | $1.42B | +184.93% | 0.00% |
UUU | -0.36% | $8.10M | +138.10% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HIW | 82.43% | $3.13B | -6.26% | 6.91% |
BFS | 81.74% | $782.16M | -18.33% | 7.34% |
STAG | 81.10% | $6.52B | -14.41% | 4.29% |
FR | 81.02% | $6.52B | -9.96% | 3.33% |
EPR | 81.02% | $4.31B | +25.98% | 6.11% |
LXP | 80.78% | $2.33B | -23.50% | 6.84% |
AAT | 80.70% | $1.16B | -28.32% | 7.18% |
BXP | 80.47% | $10.52B | -6.84% | 5.94% |
KRG | 80.11% | $5.04B | -6.93% | 4.69% |
UE | 79.81% | $2.52B | -1.28% | 3.60% |
OLP | 79.47% | $485.87M | -14.74% | 8.00% |
CUZ | 79.41% | $4.57B | -1.09% | 4.70% |
DEI | 79.27% | $2.58B | -4.35% | 4.95% |
FRT | 79.27% | $8.07B | -16.18% | 4.75% |
KIM | 78.71% | $14.82B | +0.78% | 4.62% |
BNL | 78.55% | $3.01B | -8.62% | 7.23% |
EGP | 78.25% | $8.78B | -11.98% | 3.42% |
GOOD | 78.05% | $619.64M | -11.56% | 9.04% |
AKR | 77.96% | $2.44B | -14.00% | 4.22% |
UDR | 77.83% | $13.18B | -0.70% | 4.24% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -55.08% | $280.49M | 0.85% | |
VIXM | -51.23% | $25.97M | 0.85% | |
TAIL | -49.69% | $88.17M | 0.59% | |
BTAL | -25.30% | $311.96M | 1.43% | |
IVOL | -23.43% | $337.06M | 1.02% | |
USDU | -22.21% | $138.04M | 0.5% | |
UUP | -15.46% | $203.41M | 0.77% | |
CLIP | -14.46% | $1.51B | 0.07% | |
FTSD | -13.71% | $233.62M | 0.25% | |
KCCA | -5.36% | $108.67M | 0.87% | |
XONE | -5.27% | $632.14M | 0.03% | |
CORN | -3.98% | $43.78M | 0.2% | |
TBLL | -3.97% | $2.13B | 0.08% | |
CTA | -3.76% | $1.14B | 0.76% | |
XHLF | -2.18% | $1.76B | 0.03% | |
CANE | -2.08% | $13.94M | 0.29% | |
ULST | -1.72% | $575.58M | 0.2% | |
BILS | -0.14% | $3.82B | 0.1356% | |
SHYM | 0.53% | $363.48M | 0.35% | |
BIL | 0.67% | $41.73B | 0.1356% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VGSH | -0.71% | $22.75B | 0.03% | |
SPTS | -0.78% | $5.82B | 0.03% | |
UTWO | 1.06% | $373.54M | 0.15% | |
IBTG | 1.10% | $1.96B | 0.07% | |
CANE | 1.27% | $13.94M | 0.29% | |
STOT | 1.50% | $273.57M | 0.45% | |
BILZ | -1.50% | $898.39M | 0.14% | |
SHYM | -1.60% | $363.48M | 0.35% | |
CTA | -2.03% | $1.14B | 0.76% | |
BIL | 2.06% | $41.73B | 0.1356% | |
IBTH | 2.12% | $1.67B | 0.07% | |
WEAT | -2.50% | $120.75M | 0.28% | |
SCHO | -2.68% | $10.95B | 0.03% | |
CORN | -3.09% | $43.78M | 0.2% | |
FXE | 3.33% | $547.89M | 0.4% | |
GBIL | 3.38% | $6.41B | 0.12% | |
XBIL | 3.42% | $807.47M | 0.15% | |
SGOV | 3.92% | $52.19B | 0.09% | |
AGZD | -4.20% | $98.49M | 0.23% | |
IBTF | 4.23% | $1.94B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -60.99% | $280.49M | 0.85% | |
VIXM | -58.03% | $25.97M | 0.85% | |
TAIL | -55.27% | $88.17M | 0.59% | |
BTAL | -33.32% | $311.96M | 1.43% | |
IVOL | -26.21% | $337.06M | 1.02% | |
FTSD | -19.85% | $233.62M | 0.25% | |
CLIP | -11.77% | $1.51B | 0.07% | |
USDU | -11.71% | $138.04M | 0.5% | |
XONE | -10.95% | $632.14M | 0.03% | |
XHLF | -8.42% | $1.76B | 0.03% | |
TBLL | -8.25% | $2.13B | 0.08% | |
FXY | -6.51% | $599.36M | 0.4% | |
BILS | -5.24% | $3.82B | 0.1356% | |
ULST | -5.13% | $575.58M | 0.2% | |
KCCA | -4.50% | $108.67M | 0.87% | |
UUP | -4.46% | $203.41M | 0.77% | |
AGZD | -4.20% | $98.49M | 0.23% | |
CORN | -3.09% | $43.78M | 0.2% | |
SCHO | -2.68% | $10.95B | 0.03% | |
WEAT | -2.50% | $120.75M | 0.28% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BTCT | -0.14% | $26.17M | +52.78% | 0.00% |
CBOE | 0.26% | $25.31B | +31.70% | 1.05% |
ZCMD | -0.46% | $26.01M | -8.84% | 0.00% |
FUBO | -0.51% | $1.42B | +184.93% | 0.00% |
MVO | 0.68% | $64.97M | -38.92% | 18.29% |
LITB | -0.83% | $22.98M | -66.66% | 0.00% |
AGL | -1.15% | $790.65M | -72.28% | 0.00% |
CARV | 1.18% | $10.71M | +7.11% | 0.00% |
VRCA | -1.20% | $55.41M | -90.91% | 0.00% |
REPL | -1.44% | $587.44M | -24.50% | 0.00% |
CMBM | 1.87% | $25.96M | -56.85% | 0.00% |
CEP | -1.96% | $369.41M | +188.60% | 0.00% |
UUU | -2.06% | $8.10M | +138.10% | 0.00% |
SLE | 2.29% | $3.72M | -92.05% | 0.00% |
NEUE | 2.31% | $61.01M | +4.65% | 0.00% |
GFI | 2.59% | $21.89B | +42.54% | 2.28% |
TRON | 2.84% | $156.94M | +746.15% | 0.00% |
VSA | 2.91% | $10.63M | +30.19% | 0.00% |
IMDX | 2.93% | $77.22M | -14.01% | 0.00% |
VSTA | -3.15% | $332.84M | +38.80% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
EQR | 85.12% | $24.81B | -6.22% | 4.21% |
UDR | 84.88% | $13.18B | -0.70% | 4.24% |
AVB | 84.15% | $27.95B | -4.20% | 3.51% |
CUBE | 83.68% | $9.37B | -13.58% | 5.05% |
PSA | 83.63% | $50.64B | -2.46% | 4.21% |
REG | 82.08% | $13.33B | +7.38% | 3.88% |
FR | 81.91% | $6.52B | -9.96% | 3.33% |
EXR | 81.81% | $31.69B | -6.44% | 4.34% |
IRT | 81.45% | $4.00B | -8.15% | 3.85% |
PLD | 81.20% | $100.67B | -13.93% | 3.68% |
VICI | 81.19% | $34.37B | +4.06% | 5.30% |
CPT | 81.19% | $11.98B | +1.24% | 3.74% |
ESS | 81.08% | $17.28B | -3.56% | 3.78% |
STAG | 80.91% | $6.52B | -14.41% | 4.29% |
NSA | 80.90% | $2.36B | -27.55% | 7.39% |
KIM | 80.86% | $14.82B | +0.78% | 4.62% |
FRT | 79.75% | $8.07B | -16.18% | 4.75% |
EGP | 79.59% | $8.78B | -11.98% | 3.42% |
KRG | 79.27% | $5.04B | -6.93% | 4.69% |
EPR | 79.00% | $4.31B | +25.98% | 6.11% |
iShares U.S. Real Estate ETF - IYR is made up of 66 holdings. Invesco KBW Premium Yield Equity REIT ETF - KBWY is made up of 29 holdings.
Name | Weight |
---|---|
![]() | 7.50% |
7.41% | |
7.32% | |
4.22% | |
![]() | 3.98% |
3.88% | |
3.86% | |
3.56% | |
![]() | 3.47% |
3.46% | |
3.02% | |
2.60% | |
2.41% | |
![]() | 2.26% |
2.20% | |
2.16% | |
1.84% | |
1.73% | |
1.41% | |
1.40% | |
1.37% | |
1.33% | |
1.11% | |
1.07% | |
1.06% | |
0.98% | |
0.96% | |
0.95% | |
0.94% | |
0.92% |
Name | Weight |
---|---|
6.07% | |
5.96% | |
5.14% | |
4.61% | |
4.35% | |
4.22% | |
4.05% | |
3.95% | |
3.91% | |
3.89% | |
3.70% | |
3.65% | |
3.60% | |
3.59% | |
3.55% | |
3.52% | |
3.46% | |
3.33% | |
3.22% | |
3.10% | |
2.99% | |
2.94% | |
2.81% | |
2.74% | |
2.67% | |
2.66% | |
2.23% | |
A AGPXXNT Invesco Shrt-Trm Inv Gov&Agcy Instl | 0.07% |
- | -0.10% |