Screener
CWB vs CAFX
State Street SPDR Bloomberg Convertible Securities ETF vs Congress Intermediate Bond ETF
Key differences
Both CWB and CAFX are fixed income ETFs. CWB charges 0.40% a year and CAFX 0.35%. The main difference: CWB follows a index tracking strategy; CAFX uses active selection.
- CWB follows a index tracking strategy; CAFX uses active selection.
- CAFX costs 0.05% less per year.
- CWB is much larger than CAFX. 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
| CWB | CAFX | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.35% |
| Fund size (AUM) | $6.2B | $326M |
| Since | 2009 | 2024 |
| Dividend yield | 1.37% | 4.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.3% | +3.7% |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 1.10 | N/A |
| Volatility 1Y | 14.77% | 2.86% |
| Max drawdown | -32.06% | -2.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.