CWB vs DFIS
Comparison between STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF) and DIMENSIONAL INTERNATIONAL SMALL CAP ETF (DFIS, ETF).
CWB vs DFIS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CWB
$5.60B
Winner
DFIS
$5.70B
Expense Ratio
CWB
0.40%
Winner
DFIS
0.39%
Max Drawdown
CWB
32.16%
Winner
DFIS
27.80%
Sharpe Ratio
CWB
1.14
Winner
DFIS
1.24
5Y Beta
CWB
0.67
Winner
DFIS
0.67
5Y Dividends CAGR
CWB
-4.11%
DFIS
N/A
CWB vs DFIS - Historical Returns
Returns include dividend reinvestment.
1M
CWB
+0.20%
Winner
DFIS
+5.82%
3M
CWB
-1.17%
Winner
DFIS
+4.82%
6M
Winner
CWB
+10.46%
DFIS
+3.74%
1Y
CWB
+24.41%
Winner
DFIS
+24.45%
5Y(CAGR)
CWB
+6.27%
Winner
DFIS
+12.05%
10Y(CAGR)
CWB
+11.67%
DFIS
N/A
Max(CAGR)
CWB
+11.57%
Winner
DFIS
+12.05%
CWB vs DFIS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CWB | DFIS |
|---|---|---|
| 2026 | +15.56% | +14.63% |
| 2025 | +16.44% | +37.73% |
| 2024 | +10.97% | +5.10% |
| 2023 | +14.90% | +14.43% |
| 2022 | -20.52% | -12.94% |
| 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 DFIS Drawdown Comparison
The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The maximum drawdown for DFIS was -27.22%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.
The current CWB drawdown is -6.09%.
| Rank | CWB | DFIS |
|---|---|---|
| #1 | -32.06% Feb 19, 2020 - Jun 8, 2020 | -27.22% Mar 29, 2022 - Mar 6, 2024 |
| #2 | -29.86% Feb 12, 2021 - Jul 16, 2025 | -13.55% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -17.09% May 2, 2011 - Oct 18, 2012 | -12.44% Feb 27, 2026 - Aug 5, 2026 |
| #4 | -15.95% Jun 1, 2015 - Jul 22, 2016 | -10.76% Sep 26, 2024 - Mar 18, 2025 |
| #5 | -13.79% Jun 20, 2018 - Feb 25, 2019 | -7.14% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -11.08% Jun 2, 2026 - Jul 29, 2026 | -5.60% Oct 27, 2025 - Dec 5, 2025 |
| #7 | -10.76% Apr 26, 2010 - Oct 5, 2010 | -4.29% Apr 9, 2024 - May 9, 2024 |
| #8 | -9.06% Sep 5, 2014 - Mar 20, 2015 | -4.09% Aug 27, 2024 - Sep 19, 2024 |
| #9 | -7.61% Sep 1, 2020 - Oct 9, 2020 | -3.94% May 20, 2024 - Jul 12, 2024 |
| #10 | -7.58% Jan 19, 2010 - Mar 8, 2010 | -3.77% Jul 23, 2025 - Aug 13, 2025 |
| #11 | -7.52% Oct 29, 2025 - Jan 13, 2026 | -2.87% Jan 27, 2026 - Feb 9, 2026 |
| #12 | -7.36% Jan 26, 2018 - Mar 12, 2018 | -2.75% Oct 3, 2025 - Oct 24, 2025 |
| #13 | -6.76% Jan 28, 2026 - Apr 8, 2026 | -2.55% Aug 22, 2025 - Sep 8, 2025 |
| #14 | -6.52% May 21, 2013 - Jul 22, 2013 | -2.32% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -6.24% May 3, 2019 - Jul 12, 2019 | -1.59% Jul 9, 2025 - Jul 22, 2025 |
Correlation
Correlation between CWB and DFIS 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 DFIS dividend yield comparison.
| Year | CWB | DFIS |
|---|---|---|
| 2026 | 0.88% | 1.21% |
| 2025 | 1.69% | 2.23% |
| 2024 | 1.85% | 2.19% |
| 2023 | 1.97% | 2.36% |
| 2022 | 2.21% | 1.13% |
| 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% |
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