Screener
ICVT vs SHYM
iShares Convertible Bond ETF vs iShares Short Duration High Yield Muni Active ETF
Key differences
Both ICVT and SHYM are fixed income ETFs. The main difference: ICVT follows a index tracking strategy; SHYM uses active selection.
- ICVT follows a index tracking strategy; SHYM uses active selection.
- Over the last three years, ICVT has delivered higher annualized returns.
Side-by-side comparison
| ICVT | SHYM | |
|---|---|---|
| Annual cost (TER) | 0.20% | — |
| Fund size (AUM) | $7.1B | — |
| Since | 2015 | — |
| Dividend yield | 1.33% | — |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.5% | +4.9% |
| CAGR 3Y | +18.4% | +5.8% |
| CAGR 5Y | +6.7% | +1.1% |
| Sharpe 3Y | 1.19 | 0.34 |
| Volatility 1Y | 15.11% | 2.96% |
| Max drawdown | -33.25% | -22.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.