Screener
ICVT vs SYSB
iShares Convertible Bond ETF vs iShares Systematic Bond ETF
Key differences
Both ICVT and SYSB are fixed income ETFs. ICVT charges 0.20% a year and SYSB 0.25%. The main difference: ICVT follows a index tracking strategy; SYSB uses active selection.
- ICVT follows a index tracking strategy; SYSB uses active selection.
- ICVT is much larger than SYSB. 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 | SYSB | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.25% |
| Fund size (AUM) | $7.1B | $1.1B |
| Since | 2015 | 2015 |
| Dividend yield | 1.33% | 4.62% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.5% | +5.6% |
| CAGR 3Y | +18.4% | +6.7% |
| CAGR 5Y | +6.7% | +1.5% |
| Sharpe 3Y | 1.19 | 0.69 |
| Volatility 1Y | 15.11% | 3.82% |
| Max drawdown | -33.25% | -18.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.