NASDAQ · ETF
Invest in KBWY ETF from India
Indian and foreign residents can buy Invesco KBW Premium Yield Equity REIT ETF (KBWY) units directly through Paasa.
By Paasa · Updated
KBWY at a glance
- Price
- $16.64-$0.07 (0.42%)
- Expense ratio
- 0.35%
- Day range
- $16.60 – $16.78
- Assets
- $302.7M
- Domicile
- the US
- Holdings
- 28
- Launched
- 2010
- Dividends
- Distributing
- 1 month
- -7.91%
- 6 months
- +11.16%
- YTD
- +7.35%
- 1 year
- +4.52%
- 5 years
- -29.01%
Price change, excluding dividends.
Top 10 holdings
- 1Innovative Industrial Properties IncIIPR7.2%
- 2Gladstone Commercial CorpGOOD4.9%
- 3Millrose Properties IncMRP4.8%
- 4Community Healthcare Trust IncCHCT4.8%
- 5NexPoint Residential Trust IncNXRT4.1%
- 6Global Net Lease IncGNL3.9%
- 7Gaming and Leisure Properties IncGLPI3.9%
- 8AH Realty Trust IncAHRT3.9%
- 9CTO Realty Growth IncCTO3.8%
- 10Easterly Government Properties IncDEA3.8%
KBWY holds 28 securities in total. These 10 are 45.2% of the fund.
Where the money is invested
Countries
- United States99.8%
- Other0.1%
How to invest in KBWY from India
Step 1
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Step 2
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.
Step 3
Search KBWY and buy
Find the fund by its ticker, KBWY, on NASDAQ, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.
Why invest in KBWY from India
What KBWY holds
Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in public equity markets of the United States.
Hold a dollar asset
KBWY is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.
Buy a fraction of a unit
Buy by amount, not by unit, and get the matching fraction of one KBWY unit. There is no minimum trade size.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Planning to hold more than $60,000 in US ETFs? Here's what US estate tax means for you.
US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family.
A UCITS ETF tracking a similar market sits outside US estate tax.
Frequently asked questions
Can I buy KBWY from India?
Yes. Indian residents can buy Invesco KBW Premium Yield Equity REIT ETF (KBWY) through Paasa. It is listed on NASDAQ and trades in US dollars. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.
What does KBWY invest in?
Invesco KBW Premium Yield Equity REIT ETF holds 28 securities. Its largest holdings are Innovative Industrial Properties Inc (7.2%), Gladstone Commercial Corp (4.9%) and Millrose Properties Inc (4.8%). It is a distributing fund domiciled in the US.
What is the expense ratio of KBWY?
Invesco KBW Premium Yield Equity REIT ETF has an expense ratio of 0.35% a year, taken from the fund's assets rather than billed to you. The fund manages about $302.7M.
How are KBWY dividends taxed in India?
Invesco KBW Premium Yield Equity REIT ETF is a distributing fund. It pays the dividends from its holdings out to you in cash. The US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.
What tax do I pay in India when I sell KBWY?
The US does not levy capital gains tax on shares for Indian residents. In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the USD/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.
Can I buy a fraction of one KBWY unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $16.64, and there is no minimum trade size.
What happens to my KBWY units if I pass away?
US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family. A UCITS ETF tracking a similar market sits outside US estate tax. Paasa's US estate tax calculator shows the exposure for a given portfolio value.