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CWB vs FLOT

State Street SPDR Bloomberg Convertible Securities ETF vs iShares Floating Rate Bond ETF

CWB

State Street SPDR Bloomberg Convertible Securities ETF

Annual cost

0.40%

Fund size

$6.2B

FLOT

iShares Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$9.5B

Key differences

Both CWB and FLOT are fixed income ETFs. CWB charges 0.40% a year and FLOT 0.15%. The main difference: FLOT costs 0.25% less per year.

  • FLOT costs 0.25% less per year.
  • Over the last three years, CWB has delivered higher annualized returns.

Side-by-side comparison

CWBFLOT
Annual cost (TER)0.40%0.15%
Fund size (AUM)$6.2B$9.5B
Since20092011
Dividend yield1.37%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+4.9%
CAGR 3Y+17.2%+5.6%
CAGR 5Y+6.5%+4.2%
Sharpe 3Y1.101.40
Volatility 1Y14.77%0.75%
Max drawdown-32.06%-13.54%

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

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