Compare · 2 funds side by side · dividends reinvested

JBND and CWB

JBNDJ.P. Morgan×CWBSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,441CWB · best of the two

02 / 04

JBND and CWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.60%−0.2%+0.7%+6.5%[…]−4.7%4.0%$9.5B1.4

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 5, 2026 · returns include dividends · since: JBND 2023 · CWB 2009

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Bond ETF · $9.5B[…]

JBND

CWB

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

$10,000 five years ago, dividends reinvested

JBNDMeasureCWB

−0.2%Year to dateJan 1 → Nov 5+6.5%

+0.7%1 yearTotal return+2.2%

+6.5%3 years · per year$10,000 became $12,065 · $15,346+15.3%

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

0.25%Expense ratio$25 · $40 a year on $10k · lower is better0.40%

4.60%Trailing 12-mo yield$460 · $180 a year on $10k1.80%

−4.7%Worst dropSmaller is better−15.4%

4.0%VolatilityLower is calmer17.8%

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

4–3JBND wins

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

More Ways to See the Pairs

JBND vs CWB: Top 5 Holdings

Today

JBND

[…]in top 5

CWB

in top 59.5%

JBNDStockCWB

not top 5METAM3.2%

not top 5GOOGM2.1%

not top 5GOOGN2.1%

not top 5WFC-PL1.1%

not top 5SMCIP1.0%

Held in common[…]

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

JBND vs CWB Returns, Every Period

J.P. MorganJBND

+0.7%

past year

CWBSPDR

+2.2%

past year

JBNDCWBFaded: behind in that period

0–3CWB wins

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

JBND vs CWB

YTD

J.P. MorganJBND

−0.2%

CWBSPDR

+6.5%

−0.2%Year to date+6.5%

−4.7%Worst drop · 1Y−15.4%

4.0%Volatility · 1Y17.8%

4.6%Yield1.8%

$9.5BAssets$5.3B

3–1JBND wins

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

Cost, Income and Risk

Fees: JBND, CWB

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

CWB0.40%$40

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

Yields: JBND, CWB

4.60%highest, JBND

FundTrailing yieldYield$10k

JBND4.60%$460

CWB1.80%$180

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

Income After Fees on $10,000

$435most kept, JBND

JBND$460 − $25 = $435

CWB$180 − $40 = $140

KeptFee

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

Overlap: JBND, CWB

Today

[…]holdings […]

JBNDCWB

JBND—[…]

CWB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.2%CWB, at 17.8% volatility

JBNDWorst drop−4.7%4.0% vol

CWBWorst drop−15.4%17.8% vol

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

Paid More vs Made More

YTD

JBNDCWB

−0.2%Year to date+6.5%

4.6%Yield1.8%

+0.7%Past year+2.2%

0.25%Fee0.40%

2–2level

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026