Screener
ICVT vs IUSB
iShares Convertible Bond ETF vs iShares Core Universal USD Bond ETF
Key differences
Both ICVT and IUSB are fixed income ETFs. ICVT charges 0.20% a year and IUSB 0.06%. The main difference: IUSB costs 0.14% less per year.
- IUSB costs 0.14% less per year.
- IUSB is much larger than ICVT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ICVT has delivered higher annualized returns.
Side-by-side comparison
| ICVT | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.06% |
| Fund size (AUM) | $7.1B | $39.8B |
| Since | 2015 | 2014 |
| Dividend yield | 1.33% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.7% | +4.7% |
| CAGR 3Y | +20.0% | +4.2% |
| CAGR 5Y | +6.9% | +0.4% |
| Sharpe 3Y | 1.31 | 0.14 |
| Volatility 1Y | 15.00% | 3.60% |
| Max drawdown | -33.25% | -17.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.