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ICVT vs TFLO

iShares Convertible Bond ETF vs iShares Treasury Floating Rate Bond ETF

ICVT

iShares Convertible Bond ETF

Annual cost

0.20%

Fund size

$7.1B

TFLO

iShares Treasury Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$6.6B

Key differences

Both ICVT and TFLO are fixed income ETFs. ICVT charges 0.20% a year and TFLO 0.15%. The main difference: TFLO costs 0.05% less per year.

  • TFLO costs 0.05% less per year.
  • Over the last three years, ICVT has delivered higher annualized returns.

Side-by-side comparison

ICVTTFLO
Annual cost (TER)0.20%0.15%
Fund size (AUM)$7.1B$6.6B
Since20152014
Dividend yield1.33%3.95%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.5%+4.0%
CAGR 3Y+18.4%+4.8%
CAGR 5Y+6.7%+3.7%
Sharpe 3Y1.193.37
Volatility 1Y15.11%0.28%
Max drawdown-33.25%-0.16%

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

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