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Screener

ICVT vs SPIB

iShares Convertible Bond ETF vs State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

ICVT

iShares Convertible Bond ETF

Annual cost

0.20%

Fund size

$7.1B

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Annual cost

0.04%

Fund size

$11.6B

Key differences

Both ICVT and SPIB are fixed income ETFs. ICVT charges 0.20% a year and SPIB 0.04%. The main difference: SPIB costs 0.16% less per year.

  • SPIB costs 0.16% less per year.
  • Over the last three years, ICVT has delivered higher annualized returns.
  • SPIB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ICVTSPIB
Annual cost (TER)0.20%0.04%
Fund size (AUM)$7.1B$11.6B
Since20152009
Dividend yield1.33%4.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.5%+5.1%
CAGR 3Y+18.4%+5.7%
CAGR 5Y+6.7%+1.8%
Sharpe 3Y1.190.55
Volatility 1Y15.11%2.82%
Max drawdown-33.25%-14.94%

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

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