ETF comparison

CWBvsSCHI

Both US Corporate Bond.

State Street SPDR Bloomberg Convertible Securities ETF · Schwab 5-10 Year Corporate Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0%

1 positions appear in both funds. Buying equal dollars of CWB and SCHI would leave roughly0.0%of each dollar exposed to the same underlying securities.

CWB only 99.5%Shared 0.0%SCHI only 98.6%
In CWB only
343 positions
Shared
1 positions
In SCHI only
2,345 positions

Side by side

CWB

State Street SPDR Bloomberg Convertible Securities ETF

State Street · US Corporate Bond

71composite / 100
Expense ratio
0.40%
Net assets
$5.61B
TTM yield
1.55%
Top-10 conc.
19.3%
SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab · US Corporate Bond

89composite / 100
Expense ratio
0.030%
Net assets
$11.51B
TTM yield
5.21%
Top-10 conc.
3.3%

Sub-score comparison

60
Cost
97
57
Tax efficiency
50
89
Liquidity
100
87
Concentration
100
Tracking quality
CWBsub-scoreSCHI

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SCHI is 37 bps cheaper than CWB. On a $100,000 position that's about $370/yr more in fees for CWB.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with CWB vs SCHI.

Top shared holdings

1 shared in total
#HoldingIn CWBIn SCHIOverlap
1State Street Global Advisors0.00%0.21%0.00%

Only in CWB

343 total
  • WESTERN DIGITAL CORP5.54%
  • BOEING CO/THE1.87%
  • LUMENTUM HOLDINGS INC1.44%
  • ALIBABA GROUP HOLDING1.42%
  • LUMENTUM HOLDINGS INC1.38%
  • BLOOM ENERGY CORP1.12%
  • WELLS FARGO & COMPANY1.10%
  • ORACLE CORP1.10%
  • NEBIUS GROUP NV1.08%
  • COREWEAVE INC1.08%

Only in SCHI

2,345 total
  • META PLATFORMS INC0.29%
  • META PLATFORMS INC0.27%
  • AMAZON.COM INC0.27%
  • ANHEUSER-BUSCH CO/INBEV0.24%
  • BANK OF AMERICA CORP0.24%
  • BANK OF AMERICA CORP0.23%
  • BANK OF AMERICA CORP0.23%
  • PFIZER INVESTMENT ENTER0.23%
  • ORACLE CORP0.22%
  • JPMORGAN CHASE & CO0.21%

Open CWB or SCHI at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.