Screener
BRLN vs ICVT
iShares Floating Rate Loan Active ETF vs iShares Convertible Bond ETF
Key differences
Both BRLN and ICVT are fixed income ETFs. BRLN charges 0.55% a year and ICVT 0.20%. The main difference: BRLN follows a active selection strategy; ICVT uses index tracking.
- BRLN follows a active selection strategy; ICVT uses index tracking.
- ICVT costs 0.35% less per year.
- ICVT is much larger than BRLN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ICVT has delivered higher annualized returns.
- ICVT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BRLN | ICVT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.20% |
| Fund size (AUM) | $54M | $7.1B |
| Since | 2022 | 2015 |
| Dividend yield | 6.40% | 1.33% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.8% | +32.5% |
| CAGR 3Y | +7.4% | +18.4% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 1.07 | 1.19 |
| Volatility 1Y | 3.14% | 15.11% |
| Max drawdown | -3.85% | -33.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.