SPDR Bloomberg Barclays Convertible Securities ETF (CWB) Alternatives

SPDR Bloomberg Barclays Convertible Securities ETF (CWB) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CWB. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to CWB

CWB charges 0.40% annually. Among ETFs in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among CWB alternatives.

Symbol	Name	Expense Ratio	Inception
ICVT	iShares Convertible Bond ETF	0.20%	Jun 2, 2015	CWB vs ICVT
PFFD	Global X U.S. Preferred ETF	0.23%	Sep 11, 2017	CWB vs PFFD
PFFV	Global X Variable Rate Preferred ETF	0.25%	Jun 22, 2020	CWB vs PFFV
QPFF	American Century Quality Preferred ETF	0.33%	Feb 16, 2021	CWB vs QPFF
PFXF	VanEck Vectors Preferred Securities ex Financials ...	0.41%	Jul 16, 2012	CWB vs PFXF

Best Risk-Adjusted Alternatives to CWB

Among ETFs in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
NPFI	Nuveen Preferred And Income ETF	88	Mar 5, 2024	CWB vs NPFI
FCVT	First Trust SSI Strategic Convertible Securities E...	88	Nov 4, 2015	CWB vs FCVT
ICVT	iShares Convertible Bond ETF	87	Jun 2, 2015	CWB vs ICVT
PQDI	Principal Spectrum Preferred and Income ETF	86	Jun 16, 2020	CWB vs PQDI
FPEI	First Trust Institutional Preferred Securities & I...	83	Aug 22, 2017	CWB vs FPEI

Top Performing CWB Alternatives (YTD)

CWB alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
ICVT	iShares Convertible Bond ETF	3.58%	Jun 2, 2015	CWB vs ICVT
FCVT	First Trust SSI Strategic Convertible Securities E...	2.96%	Nov 4, 2015	CWB vs FCVT
PFLD	AAM Low Duration Preferred and Income Securities E...	0.25%	Nov 19, 2019	CWB vs PFLD
PFXF	VanEck Vectors Preferred Securities ex Financials ...	0.10%	Jul 16, 2012	CWB vs PFXF
VRP	Invesco Variable Rate Preferred ETF	-0.19%	May 1, 2014	CWB vs VRP

Lowest Volatility Alternatives to CWB

CWB alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
IPPP	Preferred-Plus ETF	0.00%	Dec 24, 2018	CWB vs IPPP
QPFF	American Century Quality Preferred ETF	0.00%	Feb 16, 2021	CWB vs QPFF
PQDI	Principal Spectrum Preferred and Income ETF	3.22%	Jun 16, 2020	CWB vs PQDI
NPFI	Nuveen Preferred And Income ETF	3.26%	Mar 5, 2024	CWB vs NPFI
PREF	Principal Spectrum Preferred Secs Active ETF	3.44%	Jul 10, 2017	CWB vs PREF

Lowest Drawdown Alternatives to CWB

CWB alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PREF	Principal Spectrum Preferred Secs Active ETF	-2.88%	Jul 10, 2017	CWB vs PREF
JHPI	John Hancock Preferred Income ETF	-3.08%	Dec 14, 2021	CWB vs JHPI
NPFI	Nuveen Preferred And Income ETF	-3.18%	Mar 5, 2024	CWB vs NPFI
FPFD	Fidelity Preferred Securities & Income ETF	-3.18%	Jun 15, 2021	CWB vs FPFD
PRFD	PIMCO Preferred And Capital Securities Active Exch...	-3.28%	Jan 18, 2023	CWB vs PRFD

Other ETFs from State Street

Most popular State Street ETFs on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	CWB vs SPY
GLD	SPDR Gold Shares	Gold, Precious Metals	87	8.57%	Nov 18, 2004	CWB vs GLD
XLK	State Street Technology Select Sector SPDR ETF	Technology Equities	69	-7.57%	Dec 16, 1998	CWB vs XLK
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	66	-8.12%	Sep 25, 2000	CWB vs SPYG
SPYD	SPDR Portfolio S&P 500 High Dividend ETF	S&P 500, Dividend	30	6.32%	Oct 21, 2015	CWB vs SPYD
GLDM	SPDR Gold MiniShares Trust	Precious Metals, Gold	88	8.57%	Jun 25, 2018	CWB vs GLDM
XLE	State Street Energy Select Sector SPDR ETF	Energy Equities	73	37.91%	Dec 16, 1998	CWB vs XLE
XLU	Utilities Select Sector SPDR Fund	Utilities Equities	71	8.25%	Dec 16, 1998	CWB vs XLU
BIL	SPDR Barclays 1-3 Month T-Bill ETF	Government Bonds	100	0.85%	May 25, 2007	CWB vs BIL
DIA	SPDR Dow Jones Industrial Average ETF	Large Cap Growth Equities	47	-3.25%	Jan 14, 1998	CWB vs DIA

Often Compared With CWB

What investors most often compare with CWB, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ANGL	VanEck Vectors Fallen Angel High Yield Bond ETF	High Yield Bonds	54	-1.20%	Apr 10, 2012	CWB vs ANGL
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	31	-1.42%	Mar 30, 2007	CWB vs PFF
VCIT	Vanguard Intermediate-Term Corporate Bond ETF	Corporate Bonds	74	-0.45%	Nov 19, 2009	CWB vs VCIT
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	CWB vs SCHD
VCLT	Vanguard Long-Term Corporate Bond ETF	Corporate Bonds	27	-0.63%	Nov 19, 2009	CWB vs VCLT
IVV	iShares Core S&P 500 ETF	S&P 500	65	-4.38%	May 15, 2000	CWB vs IVV
BGT	BlackRock Floating Rate Income Trust	Bank Loan	4	-1.91%	Aug 26, 2004	CWB vs BGT
VXUS	Vanguard Total International Stock ETF	Foreign Large Cap Equities	86	2.32%	Jan 26, 2011	CWB vs VXUS
VCSH	Vanguard Short-Term Corporate Bond ETF	Corporate Bonds	95	0.13%	Nov 19, 2009	CWB vs VCSH
ZPRC.DE	SPDR Refinitiv Global Convertible Bond UCITS ETF	Convertible Bonds	71	3.36%	Oct 14, 2014	CWB vs ZPRC.DE
IHY	VanEck Vectors International High Yield Bond ETF	High Yield Bonds	70	-1.67%	Apr 2, 2012	CWB vs IHY
CCD	Calamos Dynamic Convertible and Income Fund		60	4.16%	—	CWB vs CCD
XGLE.L	Xtrackers Eurozone Government Bond UCITS ETF 1C	European Government Bonds	18	-0.65%	May 22, 2007	CWB vs XGLE.L
JNKS.L	SPDR Bloomberg SASB U.S. High Yield Corporate ESG ...	High Yield Bonds	25	0.58%	Sep 19, 2013	CWB vs JNKS.L
MNDO	MIND C.T.I. Ltd		9	0.00%	—	CWB vs MNDO
CCEF	Calamos CEF Income & Arbitrage ETF	Dividend	43	-0.88%	Jan 16, 2024	CWB vs CCEF
XLIQ.DE	Xtrackers iBoxx EUR Liquid Covered Swap UCITS ETF	European Corporate Bonds	28	-0.51%	Nov 27, 2012	CWB vs XLIQ.DE
IUS6.DE	iShares Euro Covered Bond UCITS ETF	European Corporate Bonds	25	-0.42%	Aug 1, 2008	CWB vs IUS6.DE
SPFF	Global X SuperIncome Preferred ETF	Preferred Stock/Convertible Bonds	29	-3.61%	Jul 17, 2012	CWB vs SPFF
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	30	-3.22%	May 15, 2018	CWB vs PFFA

Compare CWB with Any Fund or Stock

Compare CWB with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

SPDR Bloomberg Barclays Convertible Securities ETF

Symbol name