Compare · 2 funds side by side · dividends reinvested

ICVT and CWB

ICVTiShares×CWBSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,670ICVT · best of the two

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

Story of the two · RiskSmallest drop

ICVT and CWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.60%+5.4%+2.4%+14.6%+3.1%−18.6%18.7%$7.0B1.4

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%$4.8B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: ICVT 2015 · CWB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Convertible Bond ETF · $7.0B$11,670

ICVT

CWB

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

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

ICVTMeasureCWB

+5.4%

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 5METAM3.3%

not top 5GOOGM2.1%

not top 5GOOGN2.1%

not top 5WFC-PL1.1%

not top 5SMCIP

Cost, Income and Risk

Fees: ICVT, CWB

Today

0.20%lowest, ICVT

FundExpense ratioFee$10k

ICVT0.20%$20

CWB0.40%$40

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

Yields: ICVT, CWB

1Y

1.82%highest, CWB

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+5.0%

+2.4%1 yearTotal return+2.3%

+14.6%3 years · per year$10,000 became $15,037 · $14,694+13.7%

+3.1%5 years · per year$10,000 became $11,670 · $11,560+2.9%

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

1.60%Trailing 12-mo yield$160 · $182 a year on $10k1.82%

−18.6%Worst dropSmaller is better−17.4%

18.7%VolatilityLower is calmer18.0%

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

5–3ICVT wins

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

ICVT vs CWB Returns, Every Period

5Y

iSharesICVT

+3.1%

5 years, per year

CWBSPDR

+2.9%

5 years, per year

ICVTCWBFaded: behind in that period

4–0ICVT wins

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

ICVT vs CWB

YTD

iSharesICVT

+5.4%

CWBSPDR

+5.0%

+5.4%Year to date+5.0%

−18.6%Worst drop · 1Y−17.4%

18.7%Volatility · 1Y18.0%

1.6%Yield1.8%

$7.0BAssets$4.8B

3–1CWB wins

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

$10k

CWB1.82%$182

ICVT1.60%$160

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

Income After Fees on $10,000

1Y

$142most kept, CWB

CWB$182 − $40 = $142

ICVT$160 − $20 = $140

KeptFee

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

Overlap: ICVT, CWB

Today

0.0%most shared, ICVT and CWB

ICVTCWB

ICVT—0.0%

CWB0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+2.4%ICVT, at 18.7% volatility

CWBWorst drop−17.4%18.0% vol

ICVTWorst drop−18.6%18.7% vol

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

Paid More vs Made More

YTD

CWBICVT

+5.0%Year to date+5.4%

1.8%Yield1.6%

+2.3%Past year+2.4%

0.40%Fee0.20%

3–1ICVT 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

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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ICVT and CWB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two