CWB vs CGXU

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF) and CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF SHARE CLASS (CGXU, ETF).

CWB vs CGXU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CWB(ETF)	CGXU(ETF)
Net Assets	$6.20B	$6.20B
Expense Ratio	0.40%	0.54%
Max Drawdown	32.16%	25.92%
Sharpe Ratio	1.77	1.41
5Y Beta	0.63	0.99
5Y Dividends CAGR	-3.87%	N/A

Net Assets

CWB

$6.20B

CGXU

$6.20B

Expense Ratio

Winner

CWB

0.40%

CGXU

0.54%

Max Drawdown

CWB

32.16%

Winner

CGXU

25.92%

Sharpe Ratio

Winner

CWB

1.77

CGXU

1.41

5Y Beta

Winner

CWB

0.63

CGXU

0.99

5Y Dividends CAGR

CWB

-3.87%

CGXU

N/A

CWB vs CGXU - Historical Returns

Returns include dividend reinvestment.

Period	CWB	CGXU
1 month	+2.12%	+5.51%
3 months	+16.57%	+18.53%
6 months	+19.37%	+21.50%
1 year	+34.35%	+36.66%
5 years(CAGR)	+6.71%	+10.60%
10 years(CAGR)	+12.69%	N/A
Max(CAGR)	+11.89%	+10.60%

CWB

+2.12%

Winner

CGXU

+5.51%

CWB

+16.57%

Winner

CGXU

+18.53%

CWB

+19.37%

Winner

CGXU

+21.50%

CWB

+34.35%

Winner

CGXU

+36.66%

5Y(CAGR)

CWB

+6.71%

Winner

CGXU

+10.60%

10Y(CAGR)

CWB

+12.69%

CGXU

N/A

Max(CAGR)

Winner

CWB

+11.89%

CGXU

+10.60%

CWB vs CGXU - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CWB	CGXU
2026	+18.77%	+15.28%
2025	+16.44%	+26.01%
2024	+10.97%	+5.92%
2023	+14.90%	+15.47%
2022	-20.52%	-14.34%
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 CGXU Drawdown Comparison

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

The maximum drawdown for CGXU was -25.64%, occurring on Sep 27, 2022. Recovery took 473 trading sessions.

The current CWB drawdown is -3.49%. The current CGXU drawdown is -2.73%.

Rank	CWB	CGXU
#1	-32.06% Feb 19, 2020 - Jun 8, 2020	-25.64% Apr 4, 2022 - Feb 22, 2024
#2	-29.86% Feb 12, 2021 - Jul 16, 2025	-21.63% Sep 26, 2024 - Jun 30, 2025
#3	-17.09% May 2, 2011 - Oct 18, 2012	-13.14% Feb 25, 2026 - May 6, 2026
#4	-15.95% Jun 1, 2015 - Jul 22, 2016	-12.15% Feb 25, 2022 - Apr 4, 2022
#5	-13.79% Jun 20, 2018 - Feb 25, 2019	-10.04% Jul 12, 2024 - Sep 26, 2024
#6	-10.76% Apr 26, 2010 - Oct 5, 2010	-7.51% Oct 29, 2025 - Jan 2, 2026
#7	-9.06% Sep 5, 2014 - Mar 20, 2015	-7.51% Jun 2, 2026 - Jun 10, 2026
#8	-7.61% Sep 1, 2020 - Oct 9, 2020	-4.61% Jul 23, 2025 - Aug 12, 2025
#9	-7.58% Jan 19, 2010 - Mar 8, 2010	-4.08% May 20, 2024 - Jul 10, 2024
#10	-7.52% Oct 29, 2025 - Jan 13, 2026	-3.95% Jan 27, 2026 - Feb 9, 2026
#11	-7.36% Jan 26, 2018 - Mar 12, 2018	-3.95% Apr 9, 2024 - May 3, 2024
#12	-6.76% Jan 28, 2026 - Apr 8, 2026	-3.91% May 8, 2026 - May 26, 2026
#13	-6.66% Jun 2, 2026 - Jun 10, 2026	-3.49% Oct 8, 2025 - Oct 20, 2025
#14	-6.52% May 21, 2013 - Jul 22, 2013	-2.37% Jan 12, 2026 - Jan 23, 2026
#15	-6.24% May 3, 2019 - Jul 12, 2019	-2.08% Oct 20, 2025 - Oct 27, 2025

Correlation

Correlation between CWB and CGXU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2009 - 2026)

CWB vs CGXU dividend yield comparison.

Year	CWB	CGXU
2026	0.58%	0.00%
2025	1.69%	5.31%
2024	1.85%	1.01%
2023	1.97%	0.99%
2022	2.21%	0.95%
2021	1.97%	0.00%
2020	2.34%	0.00%
2019	3.03%	0.00%
2018	6.17%	0.00%
2017	4.25%	0.00%
2016	4.60%	0.00%
2015	7.52%	0.00%
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%