CWB vs IAUM
Comparison between STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF) and iShares Gold Trust Micro (IAUM, ETF).
5-Year PerformanceIAUM has outperformed CWB, delivering a return of +17.0% compared to +5.9%
CWB vs IAUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CWB vs IAUM - Historical Returns
Returns include dividend reinvestment.
CWB vs IAUM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CWB | IAUM |
|---|---|---|
| 2026 | +12.93% | -8.20% |
| 2025 | +16.44% | +62.10% |
| 2024 | +10.97% | +27.35% |
| 2023 | +14.90% | +12.14% |
| 2022 | -20.52% | +1.05% |
| 2021 | +2.71% | +3.87% |
| 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 IAUM Drawdown Comparison
The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The maximum drawdown for IAUM was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.
The current CWB drawdown is -8.23%. The current IAUM drawdown is -26.31%.
| Rank | CWB | IAUM |
|---|---|---|
| #1 | -32.06% Feb 19, 2020 - Jun 8, 2020 | -26.31% Jan 29, 2026 - Jul 16, 2026 |
| #2 | -29.86% Feb 12, 2021 - Jul 16, 2025 | -20.87% Mar 8, 2022 - Dec 1, 2023 |
| #3 | -17.09% May 2, 2011 - Oct 18, 2012 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #4 | -15.95% Jun 1, 2015 - Jul 22, 2016 | -8.09% Oct 30, 2024 - Jan 30, 2025 |
| #5 | -13.79% Jun 20, 2018 - Feb 25, 2019 | -7.14% Apr 21, 2025 - Jun 13, 2025 |
| #6 | -10.76% Apr 26, 2010 - Oct 5, 2010 | -5.74% May 20, 2024 - Jul 16, 2024 |
| #7 | -9.06% Sep 5, 2014 - Mar 20, 2015 | -5.69% Jul 29, 2021 - Nov 9, 2021 |
| #8 | -8.23% Jun 2, 2026 - Jul 16, 2026 | -5.25% Nov 12, 2021 - Feb 14, 2022 |
| #9 | -7.61% Sep 1, 2020 - Oct 9, 2020 | -4.88% Mar 31, 2025 - Apr 10, 2025 |
| #10 | -7.58% Jan 19, 2010 - Mar 8, 2010 | -4.85% Dec 26, 2025 - Jan 12, 2026 |
| #11 | -7.52% Oct 29, 2025 - Jan 13, 2026 | -4.79% Jun 13, 2025 - Aug 29, 2025 |
| #12 | -7.36% Jan 26, 2018 - Mar 12, 2018 | -4.40% Dec 1, 2023 - Dec 27, 2023 |
| #13 | -6.76% Jan 28, 2026 - Apr 8, 2026 | -4.38% Jul 16, 2024 - Aug 12, 2024 |
| #14 | -6.52% May 21, 2013 - Jul 22, 2013 | -4.23% Apr 16, 2024 - May 17, 2024 |
| #15 | -6.24% May 3, 2019 - Jul 12, 2019 | -4.15% Dec 27, 2023 - Mar 1, 2024 |
Correlation
Correlation between CWB and IAUM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Select Stocks to Compare
More Comparisons
Compare with similar stocks