Screener
ICVT vs SPBO
iShares Convertible Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF
Key differences
Both ICVT and SPBO are fixed income ETFs. ICVT charges 0.20% a year and SPBO 0.03%. The main difference: ICVT covers North America; SPBO covers global markets.
- ICVT covers North America; SPBO covers global markets.
- SPBO costs 0.17% less per year.
- ICVT is much larger than SPBO. 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 | SPBO | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.03% |
| Fund size (AUM) | $7.1B | $2.0B |
| Since | 2015 | 2011 |
| Dividend yield | 1.33% | 5.09% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.5% | +5.8% |
| CAGR 3Y | +18.4% | +5.5% |
| CAGR 5Y | +6.7% | +0.8% |
| Sharpe 3Y | 1.19 | 0.32 |
| Volatility 1Y | 15.11% | 4.34% |
| Max drawdown | -33.25% | -22.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.