Screener
ACVT vs CWB
Advent Convertible Bond ETF vs State Street SPDR Bloomberg Convertible Securities ETF
Key differences
Both ACVT and CWB are fixed income ETFs. ACVT charges 0.65% a year and CWB 0.40%. The main difference: ACVT follows a active selection strategy; CWB uses index tracking.
- ACVT follows a active selection strategy; CWB uses index tracking.
- CWB costs 0.25% less per year.
- CWB is much larger than ACVT. Larger funds are usually more liquid and less likely to close.
- CWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ACVT | CWB | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.40% |
| Fund size (AUM) | $32M | $6.2B |
| Since | 2025 | 2009 |
| Dividend yield | 1.46% | 1.37% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.9% | +29.3% |
| CAGR 3Y | N/A | +17.2% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 1.10 |
| Volatility 1Y | 5.68% | 14.77% |
| Max drawdown | -4.81% | -32.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.