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CWB vs BWX

State Street SPDR Bloomberg Convertible Securities ETF vs State Street SPDR Bloomberg International Treasury Bond ETF

CWB

State Street SPDR Bloomberg Convertible Securities ETF

Annual cost

0.40%

Fund size

$6.2B

BWX

State Street SPDR Bloomberg International Treasury Bond ETF

Annual cost

0.35%

Fund size

$1.5B

Key differences

Both CWB and BWX are fixed income ETFs. CWB charges 0.40% a year and BWX 0.35%. The main difference: CWB covers North America; BWX covers global markets excluding the US.

  • CWB covers North America; BWX covers global markets excluding the US.
  • BWX costs 0.05% less per year.
  • CWB is much larger than BWX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CWB has delivered higher annualized returns.

Side-by-side comparison

CWBBWX
Annual cost (TER)0.40%0.35%
Fund size (AUM)$6.2B$1.5B
Since20092007
Dividend yield1.37%2.32%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.3%-2.7%
CAGR 3Y+17.2%+1.0%
CAGR 5Y+6.5%-4.6%
Sharpe 3Y1.10-0.25
Volatility 1Y14.77%7.72%
Max drawdown-32.06%-34.00%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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