Screener
ICVT vs BRLN
iShares Convertible Bond ETF vs iShares Floating Rate Loan Active ETF
Key differences
Both ICVT and BRLN are fixed income ETFs. ICVT charges 0.20% a year and BRLN 0.55%. The main difference: ICVT follows a index tracking strategy; BRLN uses active selection.
- ICVT follows a index tracking strategy; BRLN uses active selection.
- 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
| ICVT | BRLN | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.55% |
| Fund size (AUM) | $7.1B | $54M |
| Since | 2015 | 2022 |
| Dividend yield | 1.33% | 6.40% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.5% | +4.8% |
| CAGR 3Y | +18.4% | +7.4% |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 1.19 | 1.07 |
| Volatility 1Y | 15.11% | 3.14% |
| Max drawdown | -33.25% | -3.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.