VTHR vs CWB
Comparison between VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES (VTHR, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).
5-Year PerformanceVTHR has outperformed CWB, delivering a return of +12.2% compared to +6.7%
VTHR vs CWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VTHR vs CWB - Historical Returns
Returns include dividend reinvestment.
VTHR vs CWB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | VTHR | CWB |
|---|---|---|
| 2026 | +9.16% | +18.77% |
| 2025 | +17.24% | +16.44% |
| 2024 | +24.36% | +10.97% |
| 2023 | +26.49% | +14.90% |
| 2022 | -19.65% | -20.52% |
| 2021 | +27.37% | +2.71% |
| 2020 | +19.94% | +52.07% |
| 2019 | +30.68% | +22.44% |
| 2018 | -6.19% | -3.35% |
| 2017 | +20.70% | +15.84% |
| 2016 | +14.56% | +11.56% |
| 2015 | +1.19% | -0.87% |
| 2014 | +13.97% | +8.01% |
| 2013 | +30.16% | +19.29% |
| 2012 | +14.00% | +14.23% |
| 2011 | -0.15% | -7.95% |
| 2010 | +12.80% | +12.77% |
| 2009 | N/A | +29.61% |
VTHR vs CWB Drawdown Comparison
The maximum drawdown for VTHR was -34.61%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The current VTHR drawdown is -2.02%. The current CWB drawdown is -3.49%.
| Rank | VTHR | CWB |
|---|---|---|
| #1 | -34.61% Feb 19, 2020 - Aug 12, 2020 | -32.06% Feb 19, 2020 - Jun 8, 2020 |
| #2 | -25.07% Dec 27, 2021 - Dec 14, 2023 | -29.86% Feb 12, 2021 - Jul 16, 2025 |
| #3 | -20.32% Apr 29, 2011 - Feb 16, 2012 | -17.09% May 2, 2011 - Oct 18, 2012 |
| #4 | -20.21% Sep 20, 2018 - Apr 23, 2019 | -15.95% Jun 1, 2015 - Jul 22, 2016 |
| #5 | -19.36% Feb 19, 2025 - Jun 27, 2025 | -13.79% Jun 20, 2018 - Feb 25, 2019 |
| #6 | -15.09% Jun 23, 2015 - Jun 8, 2016 | -10.76% Apr 26, 2010 - Oct 5, 2010 |
| #7 | -10.16% Apr 2, 2012 - Sep 6, 2012 | -9.06% Sep 5, 2014 - Mar 20, 2015 |
| #8 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -7.61% Sep 1, 2020 - Oct 9, 2020 |
| #9 | -9.57% Sep 2, 2020 - Nov 9, 2020 | -7.58% Jan 19, 2010 - Mar 8, 2010 |
| #10 | -8.91% Jan 27, 2026 - Apr 14, 2026 | -7.52% Oct 29, 2025 - Jan 13, 2026 |
| #11 | -8.62% Jul 16, 2024 - Sep 19, 2024 | -7.36% Jan 26, 2018 - Mar 12, 2018 |
| #12 | -7.54% Sep 14, 2012 - Jan 2, 2013 | -6.76% Jan 28, 2026 - Apr 8, 2026 |
| #13 | -7.32% Sep 17, 2014 - Oct 31, 2014 | -6.66% Jun 2, 2026 - Jun 10, 2026 |
| #14 | -6.92% May 3, 2019 - Jun 20, 2019 | -6.52% May 21, 2013 - Jul 22, 2013 |
| #15 | -6.22% Jul 26, 2019 - Oct 28, 2019 | -6.24% May 3, 2019 - Jul 12, 2019 |
Correlation
Correlation between VTHR and CWB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2009 - 2026)
VTHR vs CWB dividend yield comparison.
| Year | VTHR | CWB |
|---|---|---|
| 2026 | 0.26% | 0.58% |
| 2025 | 1.08% | 1.69% |
| 2024 | 1.19% | 1.85% |
| 2023 | 1.47% | 1.97% |
| 2022 | 1.52% | 2.21% |
| 2021 | 1.16% | 1.97% |
| 2020 | 1.37% | 2.34% |
| 2019 | 1.65% | 3.03% |
| 2018 | 1.89% | 6.17% |
| 2017 | 1.63% | 4.25% |
| 2016 | 1.82% | 4.60% |
| 2015 | 1.84% | 7.52% |
| 2014 | 1.66% | 7.37% |
| 2013 | 1.57% | 3.66% |
| 2012 | 1.80% | 3.84% |
| 2011 | 1.51% | 4.97% |
| 2010 | 0.47% | 4.59% |
| 2009 | 0.00% | 3.88% |
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