Screener
ICVT vs CWB
iShares Convertible Bond ETF vs State Street SPDR Bloomberg Convertible Securities ETF
Key differences
Both ICVT and CWB are fixed income ETFs. ICVT charges 0.20% a year and CWB 0.40%. The main difference: ICVT costs 0.20% less per year.
- ICVT costs 0.20% less per year.
- Over the last three years, ICVT has delivered higher annualized returns.
- CWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ICVT | CWB | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.40% |
| Fund size (AUM) | $7.1B | $6.2B |
| Since | 2015 | 2009 |
| Dividend yield | 1.33% | 1.37% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.7% | +29.3% |
| CAGR 3Y | +20.0% | +17.2% |
| CAGR 5Y | +6.9% | +6.5% |
| Sharpe 3Y | 1.31 | 1.10 |
| Volatility 1Y | 15.00% | 14.77% |
| Max drawdown | -33.25% | -32.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.