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DGT vs KBE

State Street SPDR Global Dow ETF vs State Street SPDR S&P Bank ETF

DGT

State Street SPDR Global Dow ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$586M

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • KBE costs 0.15% less per year.
  • DGT is classified as alternative, while KBE is equity — different risk/return profiles.
  • Over the last 3 years, KBE has delivered higher annualized returns.
  • DGT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGTKBE
Annual cost (TER)0.50%0.35%
Fund size (AUM)$586M$1.5B
Since20002005
Dividend yield2.62%2.31%
Asset classalternativeequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.3%+23.3%
CAGR 3Y+23.1%+25.7%
CAGR 5Y+13.9%+5.6%
Sharpe 3Y1.350.88
Volatility 1Y12.03%21.55%
Max drawdown-34.40%-53.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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