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CWB vs FLRN

State Street SPDR Bloomberg Convertible Securities ETF vs State Street SPDR Bloomberg Investment Grade Floating Rate ETF

CWB

State Street SPDR Bloomberg Convertible Securities ETF

Annual cost

0.40%

Fund size

$6.2B

FLRN

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

Annual cost

0.15%

Fund size

$2.9B

Key differences

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

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

Side-by-side comparison

CWBFLRN
Annual cost (TER)0.40%0.15%
Fund size (AUM)$6.2B$2.9B
Since20092011
Dividend yield1.37%4.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+4.8%
CAGR 3Y+17.2%+5.6%
CAGR 5Y+6.5%+4.2%
Sharpe 3Y1.101.52
Volatility 1Y14.77%0.68%
Max drawdown-32.06%-14.64%

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

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