Compare · 2 funds side by side · dividends reinvested

PFF and CWB

PFFiShares×CWBSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,446CWB · best of the two

Story of the two · IncomeMost incomePFF · 5.87% · $587 a year on $10k

Story of the two · RiskSmallest drop

PFF and CWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.83%+4.7%+2.5%+13.7%+2.7%−17.4%18.1%$4.8B1.4

iShares Preferred and Income Securities ETFIncome · Dividend stocks0.45%5.87%−5.7%−5.5%+4.0%−0.9%−9.4%8.3%$11.4B1.6

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

End-of-day Nov 13, 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 · $11.4B$9,541

PFF

CWB

State Street SPDR Bloomberg Convertible Securities ETF · $4.8B$11,446

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

PFFMeasureCWB

−5.7%

More Ways to See the Pairs

PFF vs CWB: Top 5 Holdings

Today

PFF

13.2%in top 5

CWB

in top 59.5%

PFFStockCWB

3.5%STRCnot top 5

not top 5METAM3.2%

3.2%BAnot top 5

2.2%GOOGM2.1%

2.1%WFC-PL

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 13, 2026 · fee on $10,000 a year

Yields: PFF, CWB

1Y

5.87%highest, PFF

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+4.7%

−5.5%1 yearTotal return+2.5%

+4.0%3 years · per year$10,000 became $11,246 · $14,717+13.7%

−0.9%5 years · per year$10,000 became $9,541 · $11,446+2.7%

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

5.87%Trailing 12-mo yield$587 · $183 a year on $10k1.83%

−9.4%Worst dropSmaller is better−17.4%

8.3%VolatilityLower is calmer18.1%

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

3–5CWB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.1%

2.1%GOOGN2.1%

not top 5SMCIP1.0%

Held in common9.6%

End-of-day Nov 13, 2026 · share of each fund

PFF vs CWB Returns, Every Period

5Y

iSharesPFF

−0.9%

5 years, per year

CWBSPDR

+2.7%

5 years, per year

PFFCWBFaded: behind in that period

0–4CWB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Bonds: PFF vs CWB

YTD

iSharesPFF

−5.7%

CWBSPDR

+4.7%

−5.7%Year to date+4.7%

−9.4%Worst drop · 1Y−17.4%

8.3%Volatility · 1Y18.1%

5.9%Yield1.8%

$11.4BAssets$4.8B

3–1PFF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

PFF5.87%$587

CWB1.83%$183

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$542most kept, PFF

PFF$587 − $45 = $542

CWB$183 − $40 = $143

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.5%CWB, at 18.1% volatility

PFFWorst drop−9.4%8.3% vol

CWBWorst drop−17.4%18.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PFFCWB

−5.7%Year to date+4.7%

5.9%Yield1.8%

−5.5%Past year+2.5%

0.45%Fee0.40%

3–1CWB wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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PFF and CWB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two