PortfoliosLab logoPortfoliosLab logo

iShares Convertible Bond ETF (ICVT) belongs to the Convertible Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with ICVT. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ICVT

ICVT charges 0.20% annually. No ETFs in the Convertible Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.40%.


Best Risk-Adjusted Alternatives to ICVT

ICVT has a PortfoliosLab risk / return rank of 60. There is 1 ETF in the Convertible Bonds category with a higher risk-adjusted rank, going as high as 78.


Top Performing ICVT Alternatives (YTD)

ICVT is at 15.73% YTD. There is 1 ETF in the Convertible Bonds category with a higher YTD return, going as high as 25.14%.


Lowest Volatility Alternatives to ICVT

ICVT has 17.19% 1-year volatility. There are 2 ETFs in the Convertible Bonds category with lower 1-year volatility, going as low as 5.93%.


Lowest Drawdown Alternatives to ICVT

ICVT has a 1-year max drawdown of -11.65%. There are 2 ETFs in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -4.81%.


Other ETFs from iShares

The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $869B.


Often Compared With ICVT

Investors most often compare ICVT with FCVSX, SPY, LKOR. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Fidelity Convertible Securities FundConvertible Bonds
23
14.49%
Jan 1987ICVT vs FCVSX
State Street SPDR S&P 500 ETFS&P 500
67
10.13%
789.06BJan 1993ICVT vs SPY
FlexShares Credit-Scored U.S. Long Corporate Bond ...Corporate Bonds
12
-2.75%
30.03MSep 2015ICVT vs LKOR
John Hancock Funds Alternative Asset Allocation Fu...Multistrategy
96
6.31%
Jan 2009ICVT vs JAAAX
Strategy Shares Gold Enhanced Yield ETFNontraditional Bonds
9
-26.54%
89.38MMay 2021ICVT vs GOLY
First Trust Preferred Securities & Income ETFPreferred Stock
51
0.79%
6.32BFeb 2013ICVT vs FPE
T. Rowe Price Floating Rate Fund - Investor ClassHigh Yield Bonds
90
1.84%
Jul 2011ICVT vs PRFRX
iShares Convertible Bond Index ETFConvertible Bonds
44
5.77%
127.53MJun 2011ICVT vs CVD.TO
TCW Flexible Income ETFMultisector Bonds, Actively Managed
85
1.30%
3.37BNov 2018ICVT vs FLXR
Fidelity Preferred Securities & Income ETFPreferred Stock
41
0.52%
81.24MJun 2021ICVT vs FPFD
Invesco QQQ ETFNasdaq-100
49
12.26%
452.80BMar 1999ICVT vs QQQ
iShares J.P. Morgan USD Emerging Markets Bond ETFEmerging Markets Bonds
53
0.90%
14.61BDec 2007ICVT vs EMB
Calamos Dynamic Convertible and Income Fund
87
24.58%
ICVT vs CCD
PIMCO Broad US TIPS Index ETFInflation-Protected Bonds
27
1.38%
85.27MSep 2009ICVT vs TIPZ
Ellsworth Growth and Income Fund Ltd.
77
7.94%
ICVT vs ECF
DWS Managed Municipal Bond FundMunicipal Bonds
76
1.01%
Oct 1976ICVT vs SCMBX
Invesco BulletShares 2025 High Yield Corporate Bon...High Yield Bonds532.66MSep 2017ICVT vs BSJP
Morningstar U.S. Equity FundLarge Cap Blend Equities
2
7.20%
Nov 2018ICVT vs MSTQX
Walmart Inc.
62
0.21%
ICVT vs WMT
ETRACS CMCI Total Return ETN Series BCommodities
40
23.75%
22.93MOct 2015ICVT vs UCIB

Compare ICVT with Any Fund or Stock

Compare ICVT with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair ICVT with funds that move differently

iShares Convertible Bond ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICVT.

Explore ICVT Diversifiers