Compare FPE and CWB | ETF Tracker

FPE and CWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$5.3B1.4

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.31%−1.3%−0.8%+9.7%+2.2%−4.4%4.1%$5.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FPE 2013 · CWB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Preferred Securities and Income ETF · $5.8B$11,159

FPE

CWB

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

FPEMeasureCWB

−1.3%Year to dateJan 1 → Nov 4+6.5%

−0.8%1 yearTotal return+2.2%

+9.7%3 years · per year$10,000 became $13,185 · $15,346+15.3%

+2.2%5 years · per year$10,000 became $11,159 · $11,943+3.6%

0.83%Expense ratio$83 · $40 a year on $10k · lower is better0.40%

6.31%Trailing 12-mo yield$631 · $180 a year on $10k1.80%

−4.4%Worst dropSmaller is better−15.4%

4.1%VolatilityLower is calmer17.8%

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

3–5CWB wins

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

More Ways to See the Pairs

FPE vs CWB: Top 5 Holdings

Today

FPE

5.9%in top 5

CWB

in top 59.4%

FPEStockCWB

not top 5METAM3.2%

not top 5GOOGM2.0%

not top 5GOOGN2.0%

1.6%WFC-PL1.1%

1.2%XELLLnot top 5

1.1%ESGRPnot top 5

1.1%CRBDnot top 5

not top 5SMCIP1.1%

1.0%TMUSZnot top 5

Held in common1.1%

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

FPE vs CWB Returns, Every Period

5Y

First TrustFPE

+2.2%

5 years, per year

CWBSPDR

+3.6%

5 years, per year

FPECWBFaded: behind in that period

0–4CWB wins

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

Income vs Bonds: FPE vs CWB

YTD

First TrustFPE

−1.3%

CWBSPDR

+6.5%

−1.3%Year to date+6.5%

−4.4%Worst drop · 1Y−15.4%

4.1%Volatility · 1Y17.8%

6.3%Yield1.8%

$5.8BAssets$5.3B

3–1FPE wins

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

Cost, Income and Risk

Fees: FPE, CWB

Today

0.40%lowest, CWB

FundExpense ratioFee$10k

CWB0.40%$40

FPE0.83%$83

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

Yields: FPE, CWB

1Y

6.31%highest, FPE

FundTrailing yieldYield$10k

FPE6.31%$631

CWB1.80%$180

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

Income After Fees on $10,000

1Y

$548most kept, FPE

FPE$631 − $83 = $548

CWB$180 − $40 = $140

KeptFee

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

Overlap: FPE, CWB

Today

1.1%most shared, FPE and CWB

FPECWB

FPE—1.1%

CWB1.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+2.2%CWB, at 17.8% volatility

FPEWorst drop−4.4%4.1% 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

FPECWB

−1.3%Year to date+6.5%

6.3%Yield1.8%

−0.8%Past year+2.2%

0.83%Fee0.40%

3–1CWB 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026