CWB vs SCHC

Comparison between SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF) and SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF).

5-Year PerformanceSCHC has outperformed CWB, delivering a return of +7.7% compared to +7.6%

CWB vs SCHC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CWB(ETF)	SCHC(ETF)
Net Assets	$5.70B	$5.50B
Expense Ratio	0.40%	0.08%
Max Drawdown	32.16%	47.07%
Sharpe Ratio	2.02	1.86
5Y Beta	0.60	0.71
5Y Dividends CAGR	-3.19%	12.66%

Net Assets

Winner

CWB

$5.70B

SCHC

$5.50B

Expense Ratio

CWB

0.40%

Winner

SCHC

0.08%

Max Drawdown

Winner

CWB

32.16%

SCHC

47.07%

Sharpe Ratio

Winner

CWB

2.02

SCHC

1.86

5Y Beta

Winner

CWB

0.60

SCHC

0.71

5Y Dividends CAGR

CWB

-3.19%

Winner

SCHC

12.66%

CWB vs SCHC - Historical Returns

Returns include dividend reinvestment.

Period	CWB	SCHC
1 month	+7.21%	+2.50%
3 months	+12.04%	+0.99%
6 months	+15.60%	+16.61%
1 year	+33.29%	+35.42%
5 years(CAGR)	+7.60%	+7.66%
10 years(CAGR)	+12.66%	+8.63%
Max(CAGR)	+11.81%	+7.40%

Winner

CWB

+7.21%

SCHC

+2.50%

Winner

CWB

+12.04%

SCHC

+0.99%

CWB

+15.60%

Winner

SCHC

+16.61%

CWB

+33.29%

Winner

SCHC

+35.42%

5Y(CAGR)

CWB

+7.60%

Winner

SCHC

+7.66%

10Y(CAGR)

Winner

CWB

+12.66%

SCHC

+8.63%

Max(CAGR)

Winner

CWB

+11.81%

SCHC

+7.40%

CWB vs SCHC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CWB	SCHC
2026	+16.30%	+10.76%
2025	+16.44%	+37.73%
2024	+10.97%	+3.59%
2023	+14.90%	+14.09%
2022	-20.52%	-22.33%
2021	+2.71%	+11.61%
2020	+52.07%	+9.68%
2019	+22.44%	+22.91%
2018	-3.35%	-19.47%
2017	+15.84%	+28.59%
2016	+11.56%	+4.30%
2015	-0.87%	+2.06%
2014	+8.01%	-6.00%
2013	+19.29%	+19.07%
2012	+14.23%	+15.92%
2011	-7.95%	-14.43%
2010	+12.77%	+17.14%
2009	+29.61%	N/A

CWB vs SCHC Drawdown Comparison

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

The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current CWB drawdown is -1.12%. The current SCHC drawdown is -1.34%.

Rank	CWB	SCHC
#1	-32.06% Feb 19, 2020 - Jun 8, 2020	-43.97% Jan 26, 2018 - Dec 4, 2020
#2	-29.86% Feb 12, 2021 - Jul 16, 2025	-36.48% Sep 3, 2021 - May 19, 2025
#3	-17.09% May 2, 2011 - Oct 18, 2012	-28.31% Apr 29, 2011 - May 3, 2013
#4	-15.95% Jun 1, 2015 - Jul 22, 2016	-23.68% Jul 3, 2014 - May 2, 2017
#5	-13.79% Jun 20, 2018 - Feb 25, 2019	-18.51% Apr 14, 2010 - Sep 28, 2010
#6	-10.76% Apr 26, 2010 - Oct 5, 2010	-12.48% Feb 27, 2026 - Mar 20, 2026
#7	-9.06% Sep 5, 2014 - Mar 20, 2015	-12.17% Jan 14, 2010 - Apr 1, 2010
#8	-7.61% Sep 1, 2020 - Oct 9, 2020	-10.36% May 8, 2013 - Aug 2, 2013
#9	-7.58% Jan 19, 2010 - Mar 8, 2010	-9.35% Mar 3, 2011 - Apr 1, 2011
#10	-7.52% Oct 29, 2025 - Jan 13, 2026	-6.61% Nov 4, 2010 - Dec 13, 2010
#11	-7.36% Jan 26, 2018 - Mar 12, 2018	-6.51% Jan 15, 2014 - Feb 14, 2014
#12	-6.76% Jan 28, 2026 - Apr 8, 2026	-5.70% Oct 27, 2025 - Nov 28, 2025
#13	-6.52% May 21, 2013 - Jul 22, 2013	-5.63% Jun 8, 2021 - Aug 5, 2021
#14	-6.24% May 3, 2019 - Jul 12, 2019	-4.31% Apr 9, 2014 - Jun 4, 2014
#15	-5.36% Mar 12, 2018 - May 30, 2018	-4.08% Oct 22, 2013 - Dec 30, 2013

Correlation

Correlation between CWB and SCHC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2009 - 2026)

CWB vs SCHC dividend yield comparison.

Year	CWB	SCHC
2026	0.44%	0.00%
2025	1.69%	3.66%
2024	1.85%	3.72%
2023	1.97%	2.94%
2022	2.21%	1.78%
2021	1.97%	3.02%
2020	2.34%	1.62%
2019	3.03%	3.23%
2018	6.17%	2.51%
2017	4.25%	2.73%
2016	4.60%	2.01%
2015	7.52%	2.34%
2014	7.37%	2.59%
2013	3.66%	2.81%
2012	3.84%	3.00%
2011	4.97%	7.05%
2010	4.59%	2.28%
2009	3.88%	0.00%