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FELG vs CWB

Comparison between FIDELITY ENHANCED LARGE CAP GROWTH ETF (FELG, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).

FELG vs CWB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FELG
$5.50B
Winner
CWB
$5.60B
Expense Ratio
Winner
FELG
0.18%
CWB
0.40%
Max Drawdown
Winner
FELG
24.08%
CWB
32.16%
Sharpe Ratio
FELG
0.66
Winner
CWB
1.14
5Y Beta
FELG
1.21
Winner
CWB
0.67
P/E Ratio
FELG
32.05
CWB
N/A
Forward P/E
FELG
22.27
CWB
N/A
5Y Dividends CAGR
FELG
N/A
CWB
-4.11%
5Y EPS CAGR
FELG
40.66%
CWB
N/A
Debt to Equity
FELG
26.07%
CWB
N/A
P/S Ratio
FELG
7.52
CWB
N/A
P/B Ratio
FELG
11.63
CWB
N/A

FELG vs CWB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FELG
+1.05%
CWB
+0.20%
3M
Winner
FELG
-0.43%
CWB
-1.17%
6M
FELG
+10.12%
Winner
CWB
+10.46%
1Y
FELG
+15.02%
Winner
CWB
+24.41%
5Y(CAGR)
FELG
N/A
CWB
+6.27%
10Y(CAGR)
FELG
N/A
CWB
+11.67%
Max(CAGR)
Winner
FELG
+22.85%
CWB
+11.57%

FELG vs CWB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearFELGCWB
2026+5.65%+15.56%
2025+18.57%+16.44%
2024+37.44%+10.97%
2023+4.20%+14.90%
2022N/A-20.52%
2021N/A+2.71%
2020N/A+52.07%
2019N/A+22.44%
2018N/A-3.35%
2017N/A+15.84%
2016N/A+11.56%
2015N/A-0.87%
2014N/A+8.01%
2013N/A+19.29%
2012N/A+14.23%
2011N/A-7.95%
2010N/A+12.77%
2009N/A+29.61%

FELG vs CWB Drawdown Comparison

The maximum drawdown for FELG was -23.89%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.

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

The current FELG drawdown is -3.45%. The current CWB drawdown is -6.09%.

RankFELGCWB
#1-23.89%
Dec 16, 2024 - Jun 27, 2025
-32.06%
Feb 19, 2020 - Jun 8, 2020
#2-16.17%
Oct 29, 2025 - May 6, 2026
-29.86%
Feb 12, 2021 - Jul 16, 2025
#3-13.29%
Jul 10, 2024 - Oct 14, 2024
-17.09%
May 2, 2011 - Oct 18, 2012
#4-9.82%
Jun 1, 2026 - Jul 29, 2026
-15.95%
Jun 1, 2015 - Jul 22, 2016
#5-6.48%
Mar 22, 2024 - May 14, 2024
-13.79%
Jun 20, 2018 - Feb 25, 2019
#6-3.30%
Oct 8, 2025 - Oct 24, 2025
-11.08%
Jun 2, 2026 - Jul 29, 2026
#7-3.28%
Oct 29, 2024 - Nov 6, 2024
-10.76%
Apr 26, 2010 - Oct 5, 2010
#8-3.19%
Dec 28, 2023 - Jan 10, 2024
-9.06%
Sep 5, 2014 - Mar 20, 2015
#9-2.94%
Nov 8, 2024 - Dec 2, 2024
-7.61%
Sep 1, 2020 - Oct 9, 2020
#10-2.45%
Aug 14, 2025 - Aug 28, 2025
-7.58%
Jan 19, 2010 - Mar 8, 2010
#11-2.37%
Feb 9, 2024 - Feb 22, 2024
-7.52%
Oct 29, 2025 - Jan 13, 2026
#12-2.36%
Jan 29, 2024 - Feb 2, 2024
-7.36%
Jan 26, 2018 - Mar 12, 2018
#13-2.35%
May 14, 2026 - May 28, 2026
-6.76%
Jan 28, 2026 - Apr 8, 2026
#14-2.25%
Jul 28, 2025 - Aug 6, 2025
-6.52%
May 21, 2013 - Jul 22, 2013
#15-2.08%
Sep 22, 2025 - Oct 8, 2025
-6.24%
May 3, 2019 - Jul 12, 2019

Correlation

Correlation between FELG and CWB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2009 - 2026)

FELG vs CWB dividend yield comparison.

YearFELGCWB
20260.18%0.88%
20250.38%1.69%
20240.44%1.85%
20230.11%1.97%
20220.00%2.21%
20210.00%1.97%
20200.00%2.34%
20190.00%3.03%
20180.00%6.17%
20170.00%4.25%
20160.00%4.60%
20150.00%7.52%
20140.00%7.37%
20130.00%3.66%
20120.00%3.84%
20110.00%4.97%
20100.00%4.59%
20090.00%3.88%

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