Compare · 2 funds side by side · dividends reinvested

CWB and RSBY

CWBSPDR×RSBYReturn Stacked×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,943CWB · best of the two

02 / 04

CWB and RSBY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Return Stacked Bonds & Futures Yield ETFBonds & Cash · Other bonds1.01%1.78%+16.2%+11.8%[…][…]−6.5%11.6%$46M1.3

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.80%+6.5%+2.2%+15.3%+3.6%−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 4, 2026 · returns include dividends · since: CWB 2009 · RSBY 2024

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg Convertible Securities ETF · $5.3B$11,943

CWB

RSBY

Return Stacked Bonds & Futures Yield ETF · $46M[…]

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

CWBMeasureRSBY

+6.5%Year to dateJan 1 → Nov 4+16.2%

+2.2%1 yearTotal return+11.8%

+15.3%3 years · per year$10,000 became $15,346 · […][…]

+3.6%5 years · per year$10,000 became $11,943 · […][…]

0.40%Expense ratio$40 · $101 a year on $10k · lower is better1.01%

1.80%Trailing 12-mo yield$180 · $178 a year on $10k1.78%

−15.4%Worst dropSmaller is better−6.5%

17.8%VolatilityLower is calmer11.6%

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

2–4RSBY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CWB vs RSBY: Top 5 Holdings

Today

CWB

9.4%in top 5

RSBY

in top 548.3%

CWBStockRSBY

not top 5IUSB48.3%

3.2%METAMnot top 5

2.0%GOOGMnot top 5

2.0%GOOGNnot top 5

1.1%WFC-PLnot top 5

1.1%SMCIPnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CWB vs RSBY Returns, Every Period

SPDRCWB

+2.2%

past year

RSBYReturn Stacked

+11.8%

past year

CWBRSBYFaded: behind in that period

0–2RSBY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CWB vs RSBY

YTD

SPDRCWB

+6.5%

RSBYReturn Stacked

+16.2%

+6.5%Year to date+16.2%

−15.4%Worst drop · 1Y−6.5%

17.8%Volatility · 1Y11.6%

1.8%Yield1.8%

$5.3BAssets$46.4M

3–0RSBY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CWB, RSBY

Today

0.40%lowest, CWB

FundExpense ratioFee$10k

CWB0.40%$40

RSBY1.01%$101

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CWB, RSBY

1.80%highest, CWB

FundTrailing yieldYield$10k

CWB1.80%$180

RSBY1.78%$178

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, CWB

CWB$180 − $40 = $140

RSBY$178 − $101 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CWB, RSBY

Today

0.0%most shared, CWB and RSBY

CWBRSBY

CWB—0.0%

RSBY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%RSBY, at 11.6% volatility

RSBYWorst drop−6.5%11.6% vol

CWBWorst drop−15.4%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CWBRSBY

+6.5%Year to date+16.2%

1.8%Yield1.8%

+2.2%Past year+11.8%

0.40%Fee1.01%

2–1RSBY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026