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SHYM vs ICVT

iShares Short Duration High Yield Muni Active ETF vs iShares Convertible Bond ETF

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

ICVT

iShares Convertible Bond ETF

Annual cost

0.20%

Fund size

$7.1B

Key differences

Both SHYM and ICVT are fixed income ETFs. The main difference: SHYM follows a active selection strategy; ICVT uses index tracking.

  • SHYM follows a active selection strategy; ICVT uses index tracking.
  • Over the last three years, ICVT has delivered higher annualized returns.

Side-by-side comparison

SHYMICVT
Annual cost (TER)0.20%
Fund size (AUM)$7.1B
Since2015
Dividend yield1.33%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.9%+32.5%
CAGR 3Y+5.8%+18.4%
CAGR 5Y+1.1%+6.7%
Sharpe 3Y0.341.19
Volatility 1Y2.96%15.11%
Max drawdown-22.55%-33.25%

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

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