All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

KBWY,XSHD,DIV,RDIV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2016-12-01? to Fri 2025-08-22 YTD
Return
TRR
Price
KBWY
×
−6.61%
2025-08-22
1.196 TRR
2025-08-22
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−3.85%
2025-08-22
0.6841 TRR
2025-08-22
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund
DIV
×
+1.75%
2025-08-22
1.175 TRR
2025-08-22
Global X SuperDividend U.S. ETF Exchange-Traded Fund
RDIV
×
+6.11%
2025-08-22
2.397 TRR
2025-08-22
Invesco S&P Ultra Dividend Revenue ETF Exchange-Traded Fund

Returns

Thu 2016-12-01? to Fri 2025-08-22 Overall
Return
Exponential
Trendline
KBWY
×
−33.87%
−4.63%/yr
−5.75%/yr
(R2=0.597)
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−31.59%
−4.26%/yr
−5.32%/yr
(R2=0.589)
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund
DIV
×
+0.73%
+0.08%/yr
−1.78%/yr
(R2=0.153)
Global X SuperDividend U.S. ETF Exchange-Traded Fund
RDIV
×
+63.32%
+5.78%/yr
+4.72%/yr
(R2=0.531)
Invesco S&P Ultra Dividend Revenue ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-12-01? to Fri 2025-08-22 Start
Value
End
Value
KBWY
×
$10,000.00
2016-12-01
$6,613.30
2025-08-22
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
$10,000.00
2016-12-01
$6,840.80
2025-08-22
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund
DIV
×
$10,000.00
2016-12-01
$10,072.83
2025-08-22
Global X SuperDividend U.S. ETF Exchange-Traded Fund
RDIV
×
$10,000.00
2016-12-01
$16,332.17
2025-08-22
Invesco S&P Ultra Dividend Revenue ETF Exchange-Traded Fund

Annual Returns

Year KBWY XSHD DIV RDIV
2025 (YTD) −6.61% −3.85% +1.75% +6.11%
2024 −6.20% −7.86% +8.14% +11.94%
2023 +9.27% −0.32% −4.89% +1.29%
2022 −23.92% −24.38% −9.77% +0.64%
2021 +22.55% +10.52% +21.97% +20.65%
2020 −26.80% −14.74% −23.85% −10.54%
2019 +20.59% +15.30% +11.90% +19.89%
2018 −19.71% −9.59% −8.31% −6.57%
2017 −1.28% −0.57% +7.59% +9.33%
2016 +30.37% +4.88% +8.41% +25.60%
2015 −8.84% −11.24% −5.57%
2014 +22.79% +16.55% +20.55%
2013 +9.14% +8.24% +4.75%
2012 +26.66%
2011 −7.85%
2010 +3.04%

Drawdowns

Thu 2016-12-01? to Fri 2025-08-22 Current
Drawdown
Worst
Drawdown
KBWY
×
−40.49% −59.07%
2020-03-18
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−39.43% −50.66%
2020-04-03
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund
DIV
×
−13.06% −52.89%
2020-03-23
Global X SuperDividend U.S. ETF Exchange-Traded Fund
RDIV
×
−2.02% −50.11%
2020-03-23
Invesco S&P Ultra Dividend Revenue ETF Exchange-Traded Fund