Small-cap REIT ETFs are a smart option at the time because of the ability of small-cap companies to outperform during a rising market. Also, the smaller companies are able to avoid global stock market volatility and the effects of a strong dollar unlike large-caps, which are usually tied to multinational firms and are vulnerable to overseas uncertainty and currency fluctuations.
KBWY has another trait to like: Its leverage as an aging U.S. population. Of the 31 stocks held by KBWY, over a quarter are health care REITs. [A Stellar Financial Services ETF]
KBWY, which just celebrated its fourth anniversary, charges 0.35% per year and has $120 million in assets under management. The ETF also pays its dividend monthly.
PowerShares KBW Premium Yield Equity REIT Portfolio
