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ICVT vs ISTB

iShares Convertible Bond ETF vs iShares Core 1-5 Year USD Bond ETF

ICVT

iShares Convertible Bond ETF

Annual cost

0.20%

Fund size

$7.1B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

Both ICVT and ISTB are fixed income ETFs. ICVT charges 0.20% a year and ISTB 0.06%. The main difference: ISTB costs 0.14% less per year.

  • ISTB costs 0.14% less per year.
  • Over the last three years, ICVT has delivered higher annualized returns.

Side-by-side comparison

ICVTISTB
Annual cost (TER)0.20%0.06%
Fund size (AUM)$7.1B$4.7B
Since20152012
Dividend yield1.33%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+36.7%+3.9%
CAGR 3Y+20.0%+4.8%
CAGR 5Y+6.9%+1.8%
Sharpe 3Y1.310.47
Volatility 1Y15.00%1.78%
Max drawdown-33.25%-9.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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