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Screener

CWB vs SPTL

State Street SPDR Bloomberg Convertible Securities ETF vs State Street SPDR Portfolio Long Term Treasury ETF

CWB

State Street SPDR Bloomberg Convertible Securities ETF

Annual cost

0.40%

Fund size

$6.2B

SPTL

State Street SPDR Portfolio Long Term Treasury ETF

Annual cost

0.03%

Fund size

$10.1B

Key differences

Both CWB and SPTL are fixed income ETFs. CWB charges 0.40% a year and SPTL 0.03%. The main difference: SPTL costs 0.37% less per year.

  • SPTL costs 0.37% less per year.
  • Over the last three years, CWB has delivered higher annualized returns.

Side-by-side comparison

CWBSPTL
Annual cost (TER)0.40%0.03%
Fund size (AUM)$6.2B$10.1B
Since20092007
Dividend yield1.37%4.19%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+4.3%
CAGR 3Y+17.2%-0.8%
CAGR 5Y+6.5%-5.2%
Sharpe 3Y1.10-0.29
Volatility 1Y14.77%8.76%
Max drawdown-32.06%-46.20%

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

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