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Screener

CWB vs SPIB

State Street SPDR Bloomberg Convertible Securities ETF vs State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

CWB

State Street SPDR Bloomberg Convertible Securities ETF

Annual cost

0.40%

Fund size

$6.2B

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Annual cost

0.04%

Fund size

$11.6B

Key differences

Both CWB and SPIB are fixed income ETFs. CWB charges 0.40% a year and SPIB 0.04%. The main difference: SPIB costs 0.36% less per year.

  • SPIB costs 0.36% less per year.
  • Over the last three years, CWB has delivered higher annualized returns.

Side-by-side comparison

CWBSPIB
Annual cost (TER)0.40%0.04%
Fund size (AUM)$6.2B$11.6B
Since20092009
Dividend yield1.37%4.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+5.1%
CAGR 3Y+17.2%+5.7%
CAGR 5Y+6.5%+1.8%
Sharpe 3Y1.100.55
Volatility 1Y14.77%2.82%
Max drawdown-32.06%-14.94%

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

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