DX vs. KBWD
Compare and contrast key facts about Dynex Capital, Inc. (DX) and Invesco KBW High Dividend Yield Financial ETF (KBWD).
KBWD is a passively managed fund by Invesco that tracks the performance of the KBW Nasdaq Financial Sector Dividend Yield Index. It was launched on Dec 2, 2010.
Performance
DX vs. KBWD - Performance Comparison
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DX vs. KBWD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | -4.27% | 29.48% | 13.64% | 11.91% | -15.39% | 2.25% | 17.09% | 11.12% | -8.46% | 13.80% |
KBWD Invesco KBW High Dividend Yield Financial ETF | -5.14% | 5.59% | 4.30% | 20.21% | -19.14% | 31.89% | -15.58% | 20.72% | -8.70% | 12.06% |
Returns By Period
In the year-to-date period, DX achieves a -4.27% return, which is significantly higher than KBWD's -5.14% return. Over the past 10 years, DX has outperformed KBWD with an annualized return of 7.52%, while KBWD has yielded a comparatively lower 5.16% annualized return.
DX
- 1D
- 2.41%
- 1M
- -7.79%
- YTD
- -4.27%
- 6M
- 11.96%
- 1Y
- 14.94%
- 3Y*
- 17.11%
- 5Y*
- 4.56%
- 10Y*
- 7.52%
KBWD
- 1D
- 2.45%
- 1M
- -2.89%
- YTD
- -5.14%
- 6M
- -1.01%
- 1Y
- -1.20%
- 3Y*
- 7.16%
- 5Y*
- 1.84%
- 10Y*
- 5.16%
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Return for Risk
DX vs. KBWD — Risk / Return Rank
DX
KBWD
DX vs. KBWD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dynex Capital, Inc. (DX) and Invesco KBW High Dividend Yield Financial ETF (KBWD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DX | KBWD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | -0.06 | +0.81 |
Sortino ratioReturn per unit of downside risk | 1.07 | 0.05 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.01 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | -0.07 | +1.03 |
Martin ratioReturn relative to average drawdown | 3.09 | -0.18 | +3.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DX | KBWD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | -0.06 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.09 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.22 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.27 | -0.10 |
Correlation
The correlation between DX and KBWD is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DX vs. KBWD - Dividend Comparison
DX's dividend yield for the trailing twelve months is around 15.99%, more than KBWD's 14.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | 15.99% | 14.13% | 11.46% | 12.46% | 12.26% | 9.34% | 9.33% | 11.87% | 12.59% | 10.27% | 12.32% | 15.12% |
KBWD Invesco KBW High Dividend Yield Financial ETF | 14.06% | 12.83% | 12.45% | 11.45% | 11.32% | 7.26% | 9.68% | 8.63% | 9.47% | 8.77% | 8.68% | 8.89% |
Drawdowns
DX vs. KBWD - Drawdown Comparison
The maximum DX drawdown since its inception was -99.12%, which is greater than KBWD's maximum drawdown of -58.63%. Use the drawdown chart below to compare losses from any high point for DX and KBWD.
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Drawdown Indicators
| DX | KBWD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.12% | -58.63% | -40.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.27% | -15.05% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -38.69% | -30.74% | -7.95% |
Max Drawdown (10Y)Largest decline over 10 years | -56.76% | -58.63% | +1.87% |
Current DrawdownCurrent decline from peak | -34.48% | -11.88% | -22.60% |
Average DrawdownAverage peak-to-trough decline | -56.93% | -7.39% | -49.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 5.54% | -0.79% |
Volatility
DX vs. KBWD - Volatility Comparison
Dynex Capital, Inc. (DX) has a higher volatility of 8.06% compared to Invesco KBW High Dividend Yield Financial ETF (KBWD) at 6.66%. This indicates that DX's price experiences larger fluctuations and is considered to be riskier than KBWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DX | KBWD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 6.66% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.14% | 11.53% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.18% | 19.67% | +0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.81% | 19.81% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.86% | 23.18% | +6.68% |