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CWB vs SPLB

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

CWB

State Street SPDR Bloomberg Convertible Securities ETF

Annual cost

0.40%

Fund size

$6.2B

SPLB

State Street SPDR Portfolio Long Term Corporate Bond ETF

Annual cost

0.04%

Fund size

$1.3B

Key differences

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

  • SPLB costs 0.36% less per year.
  • CWB is much larger than SPLB. 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

CWBSPLB
Annual cost (TER)0.40%0.04%
Fund size (AUM)$6.2B$1.3B
Since20092009
Dividend yield1.37%5.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+6.4%
CAGR 3Y+17.2%+4.3%
CAGR 5Y+6.5%-1.8%
Sharpe 3Y1.100.11
Volatility 1Y14.77%8.00%
Max drawdown-32.06%-34.46%

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

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