Compare · 2 funds side by side · dividends reinvested

CWB and BND

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,441CWB · best of the two

02 / 04

CWB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.86%+3.1%+0.9%+14.0%+2.7%−17.4%18.0%$5.3B1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CWB 2009 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,974

BND

CWB

State Street SPDR Bloomberg Convertible Securities ETF · $5.3B$11,441

$10,000 five years ago, dividends reinvested

BNDMeasureCWB

−0.0%Year to dateJan 1 → Nov 6+3.1%

+0.6%1 yearTotal return+0.9%

+5.2%3 years · per year$10,000 became $11,637 · $14,832+14.0%

−0.1%5 years · per year$10,000 became $9,974 · $11,441+2.7%

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

4.12%Trailing 12-mo yield$412 · $186 a year on $10k1.86%

−4.5%Worst dropSmaller is better−17.4%

4.0%VolatilityLower is calmer18.0%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs CWB: Top 5 Holdings

Today

BND

[…]in top 5

CWB

in top 59.5%

BNDStockCWB

not top 5METAM3.2%

not top 5GOOGN2.1%

not top 5GOOGM2.1%

not top 5WFC-PL1.1%

not top 5SMCIP0.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BND vs CWB Returns, Every Period

VanguardBND

−0.1%

5 years, per year

CWBSPDR

+2.7%

5 years, per year

BNDCWBFaded: behind in that period

0–4CWB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BND vs CWB

YTD

VanguardBND

−0.0%

CWBSPDR

+3.1%

−0.0%Year to date+3.1%

−4.5%Worst drop · 1Y−17.4%

4.0%Volatility · 1Y18.0%

4.1%Yield1.9%

$161BAssets$5.3B

3–1BND wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CWB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

CWB0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CWB, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

CWB1.86%$186

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

CWB$186 − $40 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CWB, BND

Today

[…]holdings […]

CWBBND

CWB—[…]

BND[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.9%CWB, at 18.0% volatility

BNDWorst drop−4.5%4.0% vol

CWBWorst drop−17.4%18.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BNDCWB

−0.0%Year to date+3.1%

4.1%Yield1.9%

+0.6%Past year+0.9%

0.03%Fee0.40%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026