Compare · 3 funds side by side · dividends reinvested

PFF, CWB and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

PFF, CWB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

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%$5.3B2.1

iShares Preferred and Income Securities ETFIncome · Dividend stocks0.45%5.82%−4.8%−3.9%+6.0%−0.6%−8.6%8.1%$11.5B2.4

Rank among the three1st → 3rdFee, 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: PFF 2007 · CWB 2009 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Preferred and Income Securities ETF · $11.5B$9,710

PFF

CWB

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

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

PFFMeasureCWB

−4.8%Year to dateJan 1 → Nov 5+3.1%

−3.9%1 yearTotal return+0.9%

+6.0%3 years · per year$10,000 became $11,893 · $14,832+14.0%

−0.6%5 years · per year$10,000 became $9,710 · $11,441+2.7%

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

5.82%Trailing 12-mo yield$582 · $186 a year on $10k1.86%

−8.6%Worst dropSmaller is better−17.4%

8.1%VolatilityLower is calmer18.0%

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

3–5CWB wins

End-of-day Nov 5, 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 59.5%

PFFStockCWB

3.5%STRCnot top 5

not top 5METAM3.2%

3.2%BAnot top 5

2.1%WFC-PL1.1%

2.1%GOOGM2.1%

2.1%GOOGN2.1%

not top 5SMCIP1.0%

Held in common9.6%

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

PFF vs CWB Returns, Every Period

iSharesPFF

−0.6%

5 years, per year

CWBSPDR

+2.7%

5 years, per year

PFFCWBFaded: behind in that period

0–4CWB wins

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

Income vs Bonds: PFF vs SGOV

YTD

iSharesPFF

−4.8%

SGOViShares

+3.1%

−4.8%Year to date+3.1%

−8.6%Worst drop · 1Y+0.0%

8.1%Volatility · 1Y0.2%

5.8%Yield3.6%

$11.5BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: PFF, CWB, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

CWB0.40%$40

PFF0.45%$45

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

Yields: PFF, CWB, SGOV

5.82%highest, PFF

FundTrailing yieldYield$10k

PFF5.82%$582

SGOV3.63%$363

CWB1.86%$186

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

Income After Fees on $10,000

$537most kept, PFF

PFF$582 − $45 = $537

SGOV$363 − $9 = $354

CWB$186 − $40 = $146

KeptFee

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

Overlap: PFF, CWB, SGOV

Today

9.6%most shared, PFF and CWB

PFFCWBSGOV

PFF—9.6%[…]

CWB9.6%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

PFFWorst drop−8.6%8.1% 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

PFFCWB

−4.8%Year to date+3.1%

5.8%Yield1.9%

−3.9%Past year+0.9%

0.45%Fee0.40%

3–1CWB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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