Compare · 2 funds side by side · dividends reinvested

CWB and ICVT

CWBSPDR×ICVTiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,722ICVT · best of the two

Story of the two · IncomeMost incomeCWB · 1.82% · $182 a year on $10k

Story of the two · RiskSmallest drop

CWB and ICVT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.59%+6.0%+2.8%+14.8%+3.2%−18.6%18.8%$6.8B1.4

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.82%+5.4%+2.6%+14.0%+3.0%−17.4%18.1%$4.8B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: CWB 2009 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Convertible Bond ETF · $6.8B$11,722

ICVT

CWB

State Street SPDR Bloomberg Convertible Securities ETF · $4.8B$11,572

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

ICVTMeasureCWB

+6.0%

More Ways to See the Pairs

ICVT vs CWB: Top 5 Holdings

Today

ICVT

0.1%in top 5

CWB

in top 59.5%

ICVTStockCWB

not top 5METAM3.2%

not top 5GOOGM2.1%

not top 5GOOGN2.1%

not top 5WFC-PL1.1%

not top 5SMCIP

Cost, Income and Risk

Fees: CWB, ICVT

Today

0.20%lowest, ICVT

FundExpense ratioFee$10k

ICVT0.20%$20

CWB0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CWB, ICVT

1Y

1.82%highest, CWB

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+5.4%

+2.8%1 yearTotal return+2.6%

+14.8%3 years · per year$10,000 became $15,120 · $14,807+14.0%

+3.2%5 years · per year$10,000 became $11,722 · $11,572+3.0%

0.20%Expense ratio$20 · $40 a year on $10k · lower is better0.40%

1.59%Trailing 12-mo yield$159 · $182 a year on $10k1.82%

−18.6%Worst dropSmaller is better−17.4%

18.8%VolatilityLower is calmer18.1%

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

5–3ICVT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%

0.1%BKDnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

ICVT vs CWB Returns, Every Period

5Y

iSharesICVT

+3.2%

5 years, per year

CWBSPDR

+3.0%

5 years, per year

ICVTCWBFaded: behind in that period

4–0ICVT wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

ICVT vs CWB

YTD

iSharesICVT

+6.0%

CWBSPDR

+5.4%

+6.0%Year to date+5.4%

−18.6%Worst drop · 1Y−17.4%

18.8%Volatility · 1Y18.1%

1.6%Yield1.8%

$6.8BAssets$4.8B

3–1CWB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

CWB1.82%$182

ICVT1.59%$159

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

Income After Fees on $10,000

1Y

$142most kept, CWB

CWB$182 − $40 = $142

ICVT$159 − $20 = $139

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CWB, ICVT

Today

0.0%most shared, CWB and ICVT

CWBICVT

CWB—0.0%

ICVT0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.8%ICVT, at 18.8% volatility

CWBWorst drop−17.4%18.1% vol

ICVTWorst drop−18.6%18.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CWBICVT

+5.4%Year to date+6.0%

1.8%Yield1.6%

+2.6%Past year+2.8%

0.40%Fee0.20%

3–1ICVT wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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CWB and ICVT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two