Skip to content
Screener

IUSB vs ICVT

iShares Core Universal USD Bond ETF vs iShares Convertible Bond ETF

IUSB

iShares Core Universal USD Bond ETF

Annual cost

0.06%

Fund size

$39.8B

ICVT

iShares Convertible Bond ETF

Annual cost

0.20%

Fund size

$7.1B

Key differences

Both IUSB and ICVT are fixed income ETFs. IUSB charges 0.06% a year and ICVT 0.20%. The main difference: IUSB costs 0.14% less per year.

  • IUSB costs 0.14% less per year.
  • IUSB is much larger than ICVT. 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

IUSBICVT
Annual cost (TER)0.06%0.20%
Fund size (AUM)$39.8B$7.1B
Since20142015
Dividend yield4.24%1.33%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+36.7%
CAGR 3Y+4.2%+20.0%
CAGR 5Y+0.4%+6.9%
Sharpe 3Y0.141.31
Volatility 1Y3.60%15.00%
Max drawdown-17.90%-33.25%

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

Similar to IUSB and ICVT