Screener
CWB vs SPHY
State Street SPDR Bloomberg Convertible Securities ETF vs State Street SPDR Portfolio High Yield Bond ETF
Key differences
Both CWB and SPHY are fixed income ETFs. CWB charges 0.40% a year and SPHY 0.05%. The main difference: SPHY costs 0.35% less per year.
- SPHY costs 0.35% less per year.
- Over the last three years, CWB has delivered higher annualized returns.
Side-by-side comparison
| CWB | SPHY | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.05% |
| Fund size (AUM) | $6.2B | $11.1B |
| Since | 2009 | 2012 |
| Dividend yield | 1.37% | 7.25% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.3% | +6.8% |
| CAGR 3Y | +17.2% | +8.9% |
| CAGR 5Y | +6.5% | +4.4% |
| Sharpe 3Y | 1.10 | 1.00 |
| Volatility 1Y | 14.77% | 3.69% |
| Max drawdown | -32.06% | -21.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.