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CWB vs SJNK

State Street SPDR Bloomberg Convertible Securities ETF vs State Street SPDR Bloomberg Short Term High Yield Bond ETF

CWB

State Street SPDR Bloomberg Convertible Securities ETF

Annual cost

0.40%

Fund size

$6.2B

SJNK

State Street SPDR Bloomberg Short Term High Yield Bond ETF

Annual cost

0.40%

Fund size

$4.8B

Key differences

Both CWB and SJNK are fixed income ETFs. CWB charges 0.40% a year and SJNK 0.40%. The main difference: Over the last three years, CWB has delivered higher annualized returns.

  • Over the last three years, CWB has delivered higher annualized returns.

Side-by-side comparison

CWBSJNK
Annual cost (TER)0.40%0.40%
Fund size (AUM)$6.2B$4.8B
Since20092012
Dividend yield1.37%7.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+6.1%
CAGR 3Y+17.2%+8.1%
CAGR 5Y+6.5%+4.8%
Sharpe 3Y1.100.98
Volatility 1Y14.77%3.22%
Max drawdown-32.06%-19.74%

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

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