Screener
CWB vs BRLN
State Street SPDR Bloomberg Convertible Securities ETF vs iShares Floating Rate Loan Active ETF
Key differences
Both CWB and BRLN are fixed income ETFs. CWB charges 0.40% a year and BRLN 0.55%. The main difference: CWB follows a index tracking strategy; BRLN uses active selection.
- CWB follows a index tracking strategy; BRLN uses active selection.
- CWB costs 0.15% less per year.
- CWB is much larger than BRLN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CWB has delivered higher annualized returns.
- CWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWB | BRLN | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.55% |
| Fund size (AUM) | $6.2B | $54M |
| Since | 2009 | 2022 |
| Dividend yield | 1.37% | 6.40% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.3% | +4.8% |
| CAGR 3Y | +17.2% | +7.4% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 1.10 | 1.07 |
| Volatility 1Y | 14.77% | 3.14% |
| Max drawdown | -32.06% | -3.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.