Screener
CWB vs ICVT
State Street SPDR Bloomberg Convertible Securities ETF vs iShares Convertible Bond ETF
Key differences
Both CWB and ICVT are fixed income ETFs. CWB charges 0.40% a year and ICVT 0.20%. The main difference: ICVT costs 0.20% less per year.
- ICVT costs 0.20% less per year.
- Over the last three years, ICVT has delivered higher annualized returns.
- CWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWB | ICVT | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.20% |
| Fund size (AUM) | $6.2B | $7.1B |
| Since | 2009 | 2015 |
| Dividend yield | 1.37% | 1.33% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.3% | +32.5% |
| CAGR 3Y | +17.2% | +18.4% |
| CAGR 5Y | +6.5% | +6.7% |
| Sharpe 3Y | 1.10 | 1.19 |
| Volatility 1Y | 14.77% | 15.11% |
| Max drawdown | -32.06% | -33.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.