SPDR Bloomberg Barclays Convertible Securities ETF

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CWB : NAL : Financial
$50.14 | %
Today's Range: 49.92 - 50.577
Avg. Daily Volume: 976000.0
08/18/17 - 4:00 PM ET

PEER GROUP ANALYSIS

CWB Peer Plot Chart

This chart compares CWB to the highest rated funds in its peer group of Growth & Income funds. The above graph illustrates two key measures that investors should consider when assessing the investment potential of a particular fund. One of the key factors is how the fund has performed over the most recent reporting period, defined as the 1 year total return on the bottom axis. The second factor is the fund's reported expense ratio, on the right axis, which includes things like management fees. The best funds, with higher returns and lower expenses, stake out a position in the lower left part of this graph.


TOP RATED FUNDS : Growth & Income
NameTickerReturn
YTD
1 Year
Return
3 Year
Return
Expense
Ratio
Peer
Rank
WisdomTree Global ex-US Hedged RE HDRW 20.96 21.08 0.00 0.43 1
Vanguard Tot Stk Mkt Idx ETF VTI 11.01 16.18 10.78 0.04 2
iShares Convertible Bond ICVT 12.52 17.40 0.00 0.30 3
Nuveen Preferref Income Opps JPC 12.27 9.55 13.03 1.73 4
Lattice Hartford Multifactor US Eq ROUS 8.73 17.01 0.00 0.35 5
First Trust SSI Strategic Conv Sec FCVT 9.96 11.21 0.00 0.95 6
First Trust Lrg Cap Core AlphaDEX FEX 11.45 16.70 9.22 0.61 7
Virtus Global Dividend & Income ZTR 20.71 22.65 9.26 1.61 8
IQ Leaders GTAA Tracker ETF QGTA 10.05 11.82 0.00 0.46 9
SPDR Bbg Barclays Conv Sec ETF CWB 13.80 17.16 7.87 0.40 21
The above table compares the total return performance and expense ratio of SPDR Bbg Barclays Conv Sec ETF to the top rated funds within the Growth & Income peer group. SPDR Bbg Barclays Conv Sec ETF ranks number 21 out of 126 Growth & Income closed-end and exchange-traded funds that we rate.

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