Compare · 3 funds side by side · dividends reinvested

CWB, BOND and SGOV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,092SGOV · best of the three

Story of the three · IncomeMost incomeBOND · 5.35% · $535 a year on $10k

Story of the three · RiskSmallest drop

CWB, BOND and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B1.5

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.82%+5.0%+2.3%+13.7%+2.9%−17.4%18.0%$4.8B2.1

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.35%−0.8%−0.3%+5.5%+0.1%−5.5%4.6%$9.2B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CWB 2009 · BOND 2012 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Bloomberg Convertible Securities ETF · $4.8B$11,560

CWB

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.2B$10,049

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CWB

More Ways to See the Pairs

CWB vs BOND: Top 5 Holdings

Today

CWB

9.5%in top 5

BOND

in top 54.2%

CWBStockBOND

not top 5PMBS3.8%

3.3%METAMnot top 5

2.1%GOOGMnot top 5

2.1%GOOGNnot top 5

1.1%WFC-PLnot top 5

Cost, Income and Risk

Fees: CWB, BOND, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

CWB0.40%$40

BOND0.53%$53

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

Yields: CWB, BOND, SGOV

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

BOND

+5.0%Year to dateJan 1 → Nov 10−0.8%

+2.3%1 yearTotal return−0.3%

+13.7%3 years · per year$10,000 became $14,694 · $11,743+5.5%

+2.9%5 years · per year$10,000 became $11,560 · $10,049+0.1%

0.40%Expense ratio$40 · $53 a year on $10k · lower is better0.53%

1.82%Trailing 12-mo yield$182 · $535 a year on $10k5.35%

−17.4%Worst dropSmaller is better−5.5%

18.0%VolatilityLower is calmer4.6%

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

5–3CWB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%SMCIPnot top 5

not top 5PRFD0.2%

not top 5LONZ0.2%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CWB vs BOND Returns, Every Period

5Y

SPDRCWB

+2.9%

5 years, per year

BONDPIMCO

+0.1%

5 years, per year

CWBBONDFaded: behind in that period

4–0CWB wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CWB vs BOND

YTD

SPDRCWB

+5.0%

BONDPIMCO

−0.8%

+5.0%Year to date−0.8%

−17.4%Worst drop · 1Y−5.5%

18.0%Volatility · 1Y4.6%

1.8%Yield5.3%

$4.8BAssets$9.2B

3–1BOND wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.35%highest, BOND

FundTrailing yieldYield$10k

BOND5.35%$535

SGOV3.63%$363

CWB1.82%$182

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$482most kept, BOND

BOND$535 − $53 = $482

SGOV$363 − $9 = $354

CWB$182 − $40 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CWB, BOND, SGOV

Today

0.0%most shared, CWB and BOND

CWBBONDSGOV

CWB—0.0%[…]

BOND0.0%—[…]

SGOV[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

BONDWorst drop−5.5%4.6% vol

CWBWorst drop−17.4%18.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

BONDCWB

−0.8%Year to date+5.0%

5.3%Yield1.8%

−0.3%Past year+2.3%

0.53%Fee0.40%

3–1CWB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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CWB, BOND and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three