CWB vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. CWB offers more diversification with 101 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: CWB

Side-by-Side Comparison

MetricCWBSCHDWinner
Expense Ratio0.40%0.06%
AUM$5.6B$103.7B
Dividend Yield1.37%3.31%
Holdings334104
YTD Return+15.52%+24.26%
1Y Return+24.43%+31.38%
3Y Return (annualized)+16.05%+15.08%
5Y Return (annualized)+5.85%+9.72%
Volatility (annualized)12.8%13.6%
Max Drawdown-32.2%-33.4%
Fund FamilyState Street Investment ManagementCharles Schwab Asset Management
CategoryConvertibleEquity
InceptionApr 14, 2009Oct 20, 2011

CWB vs SCHD Performance

State Street SPDR Bloomberg Convertible Securities ETF (CWB) is a ETF from State Street Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CWB returned +24.43% while SCHD returned +31.38%. Year to date, CWB is up 15.52% versus a gain of 24.26% for SCHD.

Over three years, CWB compounded at +16.05% per year against +15.08% for SCHD; over five years the annualized figures are +5.85% and +9.72% respectively. Across the full 15-year window we track, SCHD has the edge at +11.39% annualized vs +8.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.8% for CWB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -32.2% for CWB and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CWB charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, CWB currently yields 1.37% against 3.31% for SCHD.

Holdings Overlap

1.1%overlap

CWB and SCHD share 2 holdings out of 199 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CWBWeight in SCHDDifference
F0.67%1.44%0.77%
ARES0.41%0.66%0.25%

Frequently Asked Questions

Which is cheaper, CWB or SCHD?

CWB has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, CWB or SCHD?

Over the past year CWB returned +24.43% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), CWB annualized +8.00% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, CWB or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 12.8% for CWB. Worst drawdown: CWB -32.2% vs SCHD -33.4%.

Should I hold both CWB and SCHD?

CWB and SCHD have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CWB and SCHD?

CWB and SCHD share 2 common holdings with a 1.1% weight overlap. Combined, they hold 199 unique securities.

Which pays a higher dividend, CWB or SCHD?

CWB yields 1.37% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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