Compare CWB and SPY | ETF Tracker

CWB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.1

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%$5.3B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: CWB 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CWB

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

CWBMeasureSPY

+3.1%Year to dateJan 1 → Nov 5+8.3%

+0.9%1 yearTotal return+9.7%

+14.0%3 years · per year$10,000 became $14,832 · $18,174+22.0%

+2.7%5 years · per year$10,000 became $11,441 · $17,099+11.3%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

1.86%Trailing 12-mo yield$186 · $103 a year on $10k1.03%

−17.4%Worst dropSmaller is better−8.9%

18.0%VolatilityLower is calmer13.6%

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

1–7SPY wins

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

More Ways to See the Pairs

CWB vs SPY: Top 5 Holdings

Today

CWB

9.5%in top 5

SPY

in top 527.7%

CWBStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.2%METAMnot top 5

not top 5GOOGL2.6%

2.1%GOOGMnot top 5

2.1%GOOGNnot top 5

1.1%WFC-PLnot top 5

1.0%SMCIPnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CWB vs SPY Returns, Every Period

5Y

SPDRCWB

+2.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

CWBSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: CWB vs SPY

YTD

SPDRCWB

+3.1%

SPYSPDR

+8.3%

+3.1%Year to date+8.3%

−17.4%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y13.6%

1.9%Yield1.0%

$5.3BAssets$819B

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CWB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CWB0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CWB, SPY

1Y

1.86%highest, CWB

FundTrailing yieldYield$10k

CWB1.86%$186

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$146most kept, CWB

CWB$186 − $40 = $146

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CWB, SPY

Today

0.0%most shared, CWB and SPY

CWBSPY

CWB—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

CWBWorst drop−17.4%18.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CWBSPY

+3.1%Year to date+8.3%

1.9%Yield1.0%

+0.9%Past year+9.7%

0.40%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026