Compare · 2 funds side by side · dividends reinvested

CWB and JBND

CWBSPDR×JBNDJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,832CWB · best of the two

02 / 04

CWB and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.61%−0.6%+0.0%+6.3%[…]−4.7%4.0%$9.5B1.4

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.80%+6.5%+2.4%+15.2%+3.4%−15.4%17.8%$5.3B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CWB 2009 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg Convertible Securities ETF · $5.3B$10,241

CWB

JBND

JPMorgan Active Bond ETF · $9.5B$10,002

$10,000 one year ago, dividends reinvested

CWBMeasureJBND

+6.5%Year to dateJan 1 → Nov 3−0.6%

+2.4%1 yearTotal return+0.0%

+15.2%3 years · per year$10,000 became $15,291 · $11,997+6.3%

+3.4%5 years · per year$10,000 became $11,832 · […][…]

0.40%Expense ratio$40 · $25 a year on $10k · lower is better0.25%

1.80%Trailing 12-mo yield$180 · $461 a year on $10k4.61%

−15.4%Worst dropSmaller is better−4.7%

17.8%VolatilityLower is calmer4.0%

CWBJBND Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4JBND wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CWB vs JBND: Top 5 Holdings

Today

CWB

7.1%in top 5

JBND

in top 5[…]

CWBStockJBND

2.0%GOOGNnot top 5

2.0%GOOGMnot top 5

1.1%SMCIPnot top 5

1.1%WFC-PLnot top 5

1.0%BAC-PLnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CWB vs JBND Returns, Every Period

SPDRCWB

+2.4%

past year

JBNDJ.P. Morgan

+0.0%

past year

CWBJBNDFaded: behind in that period

3–0CWB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CWB vs JBND

YTD

SPDRCWB

+6.5%

JBNDJ.P. Morgan

−0.6%

+6.5%Year to date−0.6%

−15.4%Worst drop · 1Y−4.7%

17.8%Volatility · 1Y4.0%

1.8%Yield4.6%

$5.3BAssets$9.5B

3–1JBND wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CWB, JBND

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

CWB0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CWB, JBND

4.61%highest, JBND

FundTrailing yieldYield$10k

JBND4.61%$461

CWB1.80%$180

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$436most kept, JBND

JBND$461 − $25 = $436

CWB$180 − $40 = $140

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CWB, JBND

Today

[…]holdings […]

CWBJBND

CWB—[…]

JBND[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.4%CWB, at 17.8% volatility

JBNDWorst drop−4.7%4.0% vol

CWBWorst drop−15.4%17.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JBNDCWB

−0.6%Year to date+6.5%

4.6%Yield1.8%

+0.0%Past year+2.4%

0.25%Fee0.40%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026