Two of the market's most popular income ETFs compared side-by-side. See which one fits your yield strategy.
What this means: Both DWX and KBE fall intoTier 2: Yield Plus. This suggests they share a similar risk profile and volatility expectation.
| Metric | DWX | KBE |
|---|---|---|
| Total Return (1Y) | 25.68% | 0.00% |
| NAV Change (1Y) | 20.15% | 0.00% |
| Max Drawdown | -20.65% | 0.00% |
| Beta | - | - |
* Returns include dividend reinvestment. Drawdown calculates peak-to-trough decline over trailing 12 months.
DWX (SPDR S&P International Dividend) is a conservative dividend growth fund managed by SPDR. It focuses on generating income through strategic holdings. With $497.6M in assets under management, this fund has been operational since its inception.
Strategy: Focuses on quality dividend-paying companies with strong balance sheets and consistent payout histories.
KBE (State Street SPDR S&P Bank ETF) is a conservative dividend growth fund managed by SPDR. It focuses on generating income through strategic holdings. With $1.5B in assets under management, this fund has been operational since its inception.
Strategy: Focuses on quality dividend-paying companies with strong balance sheets and consistent payout histories.
In the head-to-head battle of DWX vs KBE, the choice depends on your specific goal. DWX wins for Immediate Income with a 5.53% yield. However, DWX is the better choice for Long-Term Growth due to superior total return performance.
Which fund is safer for retirement income? We analyze the yield sustainability and structural risk.
The Bottom Line Question: If you invest $100,000 today, how much cash will you actually receive each month? Here's the exact math:
DWX
Annual Yield: 5.53%
$460/mo
($5,525/year)
Frequency: quarterly
KBE
Annual Yield: 2.23%
$186/mo
($2,228/year)
Frequency: quarterly
Income Gap: DWX generates $3,297/year more than KBE on the same $100k investment.
Over 20 years, that's $65,937 in additional cash flow (before reinvestment).
Context Matters: Higher income doesn't always mean better investment. Review the "Yield Trap" and "Total Return" sections above—you want income that's sustainable, not just headline-grabbing.
Historical data reveals how these funds behave during market stress. DWX has delivered a superior Total Return of 25.68% over the past year.
Every investor has a unique risk profile. Use our Portfolio Intelligence tool to see the impact of adding these ETFs to your holdings.