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CWB vs FDN

Comparison between SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF) and FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN, ETF).

5-Year PerformanceCWB has outperformed FDN, delivering a return of +6.8% compared to +4.0%

CWB vs FDN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CWB
$4.50B
FDN
$4.50B
Expense Ratio
Winner
CWB
0.40%
FDN
0.49%
Max Drawdown
Winner
CWB
32.16%
FDN
61.61%
Sharpe Ratio
Winner
CWB
2.09
FDN
0.57
5Y Beta
Winner
CWB
0.60
FDN
1.16
P/E Ratio
CWB
N/A
FDN
36.51
Forward P/E
CWB
N/A
FDN
25.31
5Y Dividends CAGR
CWB
-3.19%
FDN
N/A
5Y EPS CAGR
CWB
N/A
FDN
25.44%
Debt to Equity
CWB
N/A
FDN
35.47%
P/S Ratio
CWB
N/A
FDN
5.49
P/B Ratio
CWB
N/A
FDN
7.26

CWB vs FDN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CWB
+8.73%
FDN
+8.40%
3M
Winner
CWB
+10.59%
FDN
+7.85%
6M
Winner
CWB
+14.92%
FDN
-1.79%
1Y
Winner
CWB
+34.91%
FDN
+12.11%
5Y(CAGR)
Winner
CWB
+6.80%
FDN
+4.03%
10Y(CAGR)
CWB
+12.67%
Winner
FDN
+14.47%
Max(CAGR)
CWB
+11.81%
Winner
FDN
+13.82%

CWB vs FDN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearCWBFDN
2026+16.16%+0.77%
2025+16.44%+10.46%
2024+10.97%+33.48%
2023+14.90%+51.11%
2022-20.52%-45.62%
2021+2.71%+7.57%
2020+52.07%+50.08%
2019+22.44%+18.43%
2018-3.35%+5.03%
2017+15.84%+36.01%
2016+11.56%+10.37%
2015-0.87%+21.81%
2014+8.01%+3.41%
2013+19.29%+49.05%
2012+14.23%+18.45%
2011-7.95%-7.41%
2010+12.77%+34.32%
2009+29.61%+73.19%
2008N/A-43.41%
2007N/A+12.69%
2006N/A+10.03%

CWB vs FDN Drawdown Comparison

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

The maximum drawdown for FDN was -61.55%, occurring on Nov 20, 2008. Recovery took 629 trading sessions.

The current CWB drawdown is -0.92%. The current FDN drawdown is -6.87%.

RankCWBFDN
#1-32.06%
Feb 19, 2020 - Jun 8, 2020
-61.55%
Oct 12, 2007 - Apr 14, 2010
#2-29.86%
Feb 12, 2021 - Jul 16, 2025
-53.97%
Sep 7, 2021 - Dec 4, 2024
#3-17.09%
May 2, 2011 - Oct 18, 2012
-30.53%
Feb 20, 2020 - May 8, 2020
#4-15.95%
Jun 1, 2015 - Jul 22, 2016
-27.39%
Jul 25, 2018 - Apr 26, 2019
#5-13.79%
Jun 20, 2018 - Feb 25, 2019
-26.04%
Jul 7, 2011 - Sep 13, 2012
#6-10.76%
Apr 26, 2010 - Oct 5, 2010
-25.79%
Dec 1, 2015 - Jul 28, 2016
#7-9.06%
Sep 5, 2014 - Mar 20, 2015
-24.98%
Feb 14, 2025 - Jun 27, 2025
#8-7.61%
Sep 1, 2020 - Oct 9, 2020
-21.31%
Sep 19, 2025 - Mar 30, 2026
#9-7.58%
Jan 19, 2010 - Mar 8, 2010
-19.49%
Mar 5, 2014 - Feb 19, 2015
#10-7.52%
Oct 29, 2025 - Jan 13, 2026
-16.26%
Apr 15, 2010 - Sep 13, 2010
#11-7.36%
Jan 26, 2018 - Mar 12, 2018
-15.09%
Feb 12, 2021 - Jun 24, 2021
#12-6.76%
Jan 28, 2026 - Apr 8, 2026
-14.41%
Jul 26, 2019 - Feb 12, 2020
#13-6.52%
May 21, 2013 - Jul 22, 2013
-14.23%
Jul 17, 2007 - Oct 5, 2007
#14-6.24%
May 3, 2019 - Jul 12, 2019
-12.87%
Sep 2, 2020 - Nov 27, 2020
#15-5.36%
Mar 12, 2018 - May 30, 2018
-12.85%
Aug 5, 2015 - Oct 23, 2015

Correlation

Correlation between CWB and FDN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2008 - 2026)

CWB vs FDN dividend yield comparison.

YearCWBFDN
20260.44%0.00%
20251.69%0.00%
20241.85%0.00%
20231.97%0.00%
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%0.07%
20104.59%0.11%
20093.88%0.00%
20080.00%0.35%

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