Screener
CWB vs SPBO
State Street SPDR Bloomberg Convertible Securities ETF vs State Street SPDR Portfolio Corporate Bond ETF
Key differences
Both CWB and SPBO are fixed income ETFs. CWB charges 0.40% a year and SPBO 0.03%. The main difference: CWB covers North America; SPBO covers global markets.
- CWB covers North America; SPBO covers global markets.
- SPBO costs 0.37% less per year.
- CWB is much larger than SPBO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CWB has delivered higher annualized returns.
Side-by-side comparison
| CWB | SPBO | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.03% |
| Fund size (AUM) | $6.2B | $2.0B |
| Since | 2009 | 2011 |
| Dividend yield | 1.37% | 5.09% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.3% | +5.8% |
| CAGR 3Y | +17.2% | +5.5% |
| CAGR 5Y | +6.5% | +0.8% |
| Sharpe 3Y | 1.10 | 0.32 |
| Volatility 1Y | 14.77% | 4.34% |
| Max drawdown | -32.06% | -22.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.