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CWB vs CGCB

Comparison between SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF) and CAPITAL GROUP CORE BOND ETF SHARE CLASS (CGCB, ETF).

CWB vs CGCB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CWB
$4.50B
Winner
CGCB
$4.60B
Expense Ratio
CWB
0.40%
Winner
CGCB
0.27%
Max Drawdown
CWB
32.16%
Winner
CGCB
6.57%
Sharpe Ratio
Winner
CWB
2.09
CGCB
0.33
5Y Beta
CWB
0.60
Winner
CGCB
0.02
5Y Dividends CAGR
CWB
-3.19%
CGCB
N/A

CWB vs CGCB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CWB
+8.73%
CGCB
+0.13%
3M
Winner
CWB
+10.59%
CGCB
-0.08%
6M
Winner
CWB
+14.92%
CGCB
+0.87%
1Y
Winner
CWB
+34.91%
CGCB
+5.52%
5Y(CAGR)
CWB
+6.80%
CGCB
N/A
10Y(CAGR)
CWB
+12.67%
CGCB
N/A
Max(CAGR)
Winner
CWB
+11.81%
CGCB
+6.13%

CWB vs CGCB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearCWBCGCB
2026+16.16%+0.63%
2025+16.44%+7.28%
2024+10.97%+1.88%
2023+14.90%+6.80%
2022-20.52%N/A
2021+2.71%N/A
2020+52.07%N/A
2019+22.44%N/A
2018-3.35%N/A
2017+15.84%N/A
2016+11.56%N/A
2015-0.87%N/A
2014+8.01%N/A
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 CGCB Drawdown Comparison

The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The maximum drawdown for CGCB was -5.17%, occurring on Jan 13, 2025. Recovery took 219 trading sessions.

The current CWB drawdown is -0.92%. The current CGCB drawdown is -1.40%.

RankCWBCGCB
#1-32.06%
Feb 19, 2020 - Jun 8, 2020
-5.17%
Sep 16, 2024 - Aug 1, 2025
#2-29.86%
Feb 12, 2021 - Jul 16, 2025
-3.96%
Dec 27, 2023 - Jul 11, 2024
#3-17.09%
May 2, 2011 - Oct 18, 2012
-2.72%
Feb 27, 2026 - Mar 26, 2026
#4-15.95%
Jun 1, 2015 - Jul 22, 2016
-2.50%
Oct 11, 2023 - Nov 3, 2023
#5-13.79%
Jun 20, 2018 - Feb 25, 2019
-1.54%
Sep 29, 2023 - Oct 11, 2023
#6-10.76%
Apr 26, 2010 - Oct 5, 2010
-1.16%
Aug 5, 2024 - Aug 20, 2024
#7-9.06%
Sep 5, 2014 - Mar 20, 2015
-1.14%
Nov 26, 2025 - Feb 5, 2026
#8-7.61%
Sep 1, 2020 - Oct 9, 2020
-0.90%
Oct 21, 2025 - Nov 26, 2025
#9-7.58%
Jan 19, 2010 - Mar 8, 2010
-0.78%
Sep 11, 2025 - Oct 10, 2025
#10-7.52%
Oct 29, 2025 - Jan 13, 2026
-0.76%
Jul 17, 2024 - Jul 29, 2024
#11-7.36%
Jan 26, 2018 - Mar 12, 2018
-0.61%
Nov 8, 2023 - Nov 14, 2023
#12-6.76%
Jan 28, 2026 - Apr 8, 2026
-0.61%
Aug 13, 2025 - Aug 27, 2025
#13-6.52%
May 21, 2013 - Jul 22, 2013
-0.54%
Aug 23, 2024 - Sep 4, 2024
#14-6.24%
May 3, 2019 - Jul 12, 2019
-0.45%
Aug 21, 2024 - Aug 23, 2024
#15-5.36%
Mar 12, 2018 - May 30, 2018
-0.44%
Dec 14, 2023 - Dec 20, 2023

Correlation

Correlation between CWB and CGCB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2009 - 2026)

CWB vs CGCB dividend yield comparison.

YearCWBCGCB
20260.44%1.28%
20251.69%4.22%
20241.85%3.99%
20231.97%0.95%
20222.21%0.00%
20211.97%0.00%
20202.34%0.00%
20193.03%0.00%
20186.17%0.00%
20174.25%0.00%
20164.60%0.00%
20157.52%0.00%
20147.37%0.00%
20133.66%0.00%
20123.84%0.00%
20114.97%0.00%
20104.59%0.00%
20093.88%0.00%

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