CWB vs ARKK
Comparison between STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF) and ARK INNOVATION ETF (ARKK, ETF).
5-Year PerformanceCWB has outperformed ARKK, delivering a return of +6.3% compared to -5.5%
CWB vs ARKK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CWB vs ARKK - Historical Returns
Returns include dividend reinvestment.
CWB vs ARKK - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CWB | ARKK |
|---|---|---|
| 2026 | +15.56% | +10.09% |
| 2025 | +16.44% | +35.21% |
| 2024 | +10.97% | +12.42% |
| 2023 | +14.90% | +73.36% |
| 2022 | -20.52% | -67.79% |
| 2021 | +2.71% | -23.72% |
| 2020 | +52.07% | +150.57% |
| 2019 | +22.44% | +34.25% |
| 2018 | -3.35% | -0.51% |
| 2017 | +15.84% | +83.80% |
| 2016 | +11.56% | +0.20% |
| 2015 | -0.87% | +3.70% |
| 2014 | +8.01% | -1.08% |
| 2013 | +19.29% | N/A |
| 2012 | +14.23% | N/A |
| 2011 | -7.95% | N/A |
| 2010 | +12.77% | N/A |
| 2009 | +29.61% | N/A |
CWB vs ARKK Drawdown Comparison
The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The maximum drawdown for ARKK was -80.96%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current CWB drawdown is -6.09%. The current ARKK drawdown is -44.17%.
| Rank | CWB | ARKK |
|---|---|---|
| #1 | -32.06% Feb 19, 2020 - Jun 8, 2020 | -80.96% Feb 12, 2021 - Dec 28, 2022 |
| #2 | -29.86% Feb 12, 2021 - Jul 16, 2025 | -42.54% Feb 19, 2020 - May 20, 2020 |
| #3 | -17.09% May 2, 2011 - Oct 18, 2012 | -32.03% Apr 27, 2015 - Sep 22, 2016 |
| #4 | -15.95% Jun 1, 2015 - Jul 22, 2016 | -28.89% Aug 31, 2018 - Apr 3, 2019 |
| #5 | -13.79% Jun 20, 2018 - Feb 25, 2019 | -18.63% Jul 24, 2019 - Nov 26, 2019 |
| #6 | -11.08% Jun 2, 2026 - Jul 29, 2026 | -18.05% Apr 10, 2019 - Jul 24, 2019 |
| #7 | -10.76% Apr 26, 2010 - Oct 5, 2010 | -15.94% Mar 12, 2018 - Jun 5, 2018 |
| #8 | -9.06% Sep 5, 2014 - Mar 20, 2015 | -14.51% Sep 1, 2020 - Oct 7, 2020 |
| #9 | -7.61% Sep 1, 2020 - Oct 9, 2020 | -14.26% Oct 5, 2016 - Feb 2, 2017 |
| #10 | -7.58% Jan 19, 2010 - Mar 8, 2010 | -13.39% Oct 13, 2020 - Nov 20, 2020 |
| #11 | -7.52% Oct 29, 2025 - Jan 13, 2026 | -9.99% Jan 29, 2018 - Feb 26, 2018 |
| #12 | -7.36% Jan 26, 2018 - Mar 12, 2018 | -9.86% Jun 20, 2018 - Aug 27, 2018 |
| #13 | -6.76% Jan 28, 2026 - Apr 8, 2026 | -8.01% Nov 18, 2014 - Jan 23, 2015 |
| #14 | -6.52% May 21, 2013 - Jul 22, 2013 | -7.43% Jun 10, 2020 - Jun 16, 2020 |
| #15 | -6.24% May 3, 2019 - Jul 12, 2019 | -6.57% Jan 20, 2021 - Feb 4, 2021 |
Correlation
Correlation between CWB and ARKK is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
CWB vs ARKK dividend yield comparison.
| Year | CWB | ARKK |
|---|---|---|
| 2026 | 0.88% | 0.00% |
| 2025 | 1.69% | 0.00% |
| 2024 | 1.85% | 0.00% |
| 2023 | 1.97% | 0.70% |
| 2022 | 2.21% | 0.00% |
| 2021 | 1.97% | 0.55% |
| 2020 | 2.34% | 1.64% |
| 2019 | 3.03% | 0.38% |
| 2018 | 6.17% | 3.14% |
| 2017 | 4.25% | 1.32% |
| 2016 | 4.60% | 0.00% |
| 2015 | 7.52% | 2.27% |
| 2014 | 7.37% | 0.00% |
| 2013 | 3.66% | 0.00% |
| 2012 | 3.84% | 0.00% |
| 2011 | 4.97% | 0.00% |
| 2010 | 4.59% | 0.00% |
| 2009 | 3.88% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks