Compare PFF and CWB | ETF Tracker

PFF 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

iShares Preferred and Income Securities ETFIncome · Dividend stocks0.45%5.70%−2.9%−2.3%+6.8%−0.2%−8.2%7.8%$11.6B1.6

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: PFF 2007 · CWB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Preferred and Income Securities ETF · $11.6B$9,910

PFF

CWB

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

$10,000 five years ago, dividends reinvested · they hold 9.6% in common

PFFMeasureCWB

−2.9%Year to dateJan 1 → Nov 4+6.5%

−2.3%1 yearTotal return+2.2%

+6.8%3 years · per year$10,000 became $12,190 · $15,346+15.3%

−0.2%5 years · per year$10,000 became $9,910 · $11,943+3.6%

0.45%Expense ratio$45 · $40 a year on $10k · lower is better0.40%

5.70%Trailing 12-mo yield$570 · $180 a year on $10k1.80%

−8.2%Worst dropSmaller is better−15.4%

7.8%VolatilityLower is calmer17.8%

PFFCWB 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

PFF vs CWB: Top 5 Holdings

Today

PFF

13.0%in top 5

CWB

in top 59.4%

PFFStockCWB

3.5%STRCnot top 5

not top 5METAM3.2%

3.2%BAnot top 5

2.1%WFC-PL1.1%

2.1%GOOGM2.0%

2.1%SMCIP1.1%

not top 5GOOGN2.0%

Held in common9.6%

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

PFF vs CWB Returns, Every Period

5Y

iSharesPFF

−0.2%

5 years, per year

CWBSPDR

+3.6%

5 years, per year

PFFCWBFaded: behind in that period

0–4CWB wins

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

Income vs Bonds: PFF vs CWB

YTD

iSharesPFF

−2.9%

CWBSPDR

+6.5%

−2.9%Year to date+6.5%

−8.2%Worst drop · 1Y−15.4%

7.8%Volatility · 1Y17.8%

5.7%Yield1.8%

$11.6BAssets$5.3B

3–1PFF wins

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

Cost, Income and Risk

Fees: PFF, CWB

Today

0.40%lowest, CWB

FundExpense ratioFee$10k

CWB0.40%$40

PFF0.45%$45

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

Yields: PFF, CWB

1Y

5.70%highest, PFF

FundTrailing yieldYield$10k

PFF5.70%$570

CWB1.80%$180

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

Income After Fees on $10,000

1Y

$525most kept, PFF

PFF$570 − $45 = $525

CWB$180 − $40 = $140

KeptFee

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

Overlap: PFF, CWB

Today

9.6%most shared, PFF and CWB

PFFCWB

PFF—9.6%

CWB9.6%—

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

PFFWorst drop−8.2%7.8% 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

PFFCWB

−2.9%Year to date+6.5%

5.7%Yield1.8%

−2.3%Past year+2.2%

0.45%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