Screener
CWB vs BWZ
State Street SPDR Bloomberg Convertible Securities ETF vs State Street SPDR Bloomberg Short Term International Treasury Bond ETF
Key differences
Both CWB and BWZ are fixed income ETFs. CWB charges 0.40% a year and BWZ 0.35%. The main difference: CWB covers North America; BWZ covers global markets excluding the US.
- CWB covers North America; BWZ covers global markets excluding the US.
- BWZ costs 0.05% less per year.
- CWB is much larger than BWZ. 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
| CWB | BWZ | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.35% |
| Fund size (AUM) | $6.2B | $312M |
| Since | 2009 | 2009 |
| Dividend yield | 1.37% | 2.05% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.3% | -0.8% |
| CAGR 3Y | +17.2% | +2.4% |
| CAGR 5Y | +6.5% | -2.0% |
| Sharpe 3Y | 1.10 | -0.13 |
| Volatility 1Y | 14.77% | 6.82% |
| Max drawdown | -32.06% | -24.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.