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ICVT vs DIVO

Comparison between ISHARES CONVERTIBLE BOND ETF (ICVT, ETF) and AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO, ETF).

5-Year PerformanceDIVO has outperformed ICVT, delivering a return of +10.9% compared to +6.9%

ICVT vs DIVO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ICVT
$7.10B
DIVO
$7.10B
Expense Ratio
Winner
ICVT
0.20%
DIVO
0.56%
Max Drawdown
ICVT
38.15%
Winner
DIVO
31.72%
Sharpe Ratio
Winner
ICVT
1.92
DIVO
1.52
5Y Beta
Winner
ICVT
0.59
DIVO
0.60
P/E Ratio
ICVT
N/A
DIVO
24.27
Forward P/E
ICVT
N/A
DIVO
19.47
PEG Ratio
ICVT
N/A
DIVO
0.78
5Y Dividends CAGR
ICVT
-14.58%
Winner
DIVO
12.33%
5Y EPS CAGR
ICVT
N/A
DIVO
13.22%
Debt to Equity
ICVT
N/A
DIVO
-70.18%
P/S Ratio
ICVT
N/A
DIVO
2.79
P/B Ratio
ICVT
N/A
DIVO
5.08

ICVT vs DIVO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ICVT
+2.49%
DIVO
+2.21%
3M
Winner
ICVT
+17.77%
DIVO
+3.49%
6M
Winner
ICVT
+21.27%
DIVO
+5.63%
1Y
Winner
ICVT
+38.04%
DIVO
+18.49%
5Y(CAGR)
ICVT
+6.89%
Winner
DIVO
+10.91%
10Y(CAGR)
Winner
ICVT
+13.71%
DIVO
+12.61%
Max(CAGR)
ICVT
+11.77%
Winner
DIVO
+12.61%

ICVT vs DIVO - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearICVTDIVO
2026+20.40%+5.95%
2025+18.03%+17.41%
2024+11.71%+15.90%
2023+15.59%+7.53%
2022-20.76%-1.47%
2021-0.63%+23.62%
2020+59.30%+11.91%
2019+22.39%+24.48%
2018-1.05%-3.21%
2017+15.43%+20.81%
2016+11.50%-0.56%
2015-6.03%N/A

ICVT vs DIVO Drawdown Comparison

The maximum drawdown for ICVT was -33.15%, occurring on Jun 16, 2022. Recovery took 1145 trading sessions.

The maximum drawdown for DIVO was -30.03%, occurring on Mar 23, 2020. Recovery took 143 trading sessions.

The current ICVT drawdown is -3.35%. The current DIVO drawdown is -0.19%.

RankICVTDIVO
#1-33.15%
Feb 12, 2021 - Sep 5, 2025
-30.03%
Jan 17, 2020 - Aug 12, 2020
#2-32.18%
Feb 19, 2020 - Jun 5, 2020
-15.15%
Oct 3, 2018 - Apr 1, 2019
#3-18.52%
Jun 23, 2015 - Oct 10, 2016
-13.73%
Apr 20, 2022 - Nov 30, 2022
#4-13.86%
Aug 29, 2018 - Feb 25, 2019
-12.12%
Feb 13, 2025 - Jun 24, 2025
#5-8.63%
Sep 1, 2020 - Oct 9, 2020
-9.64%
Jan 26, 2018 - Aug 27, 2018
#6-7.55%
Nov 3, 2025 - Jan 16, 2026
-7.46%
Jul 24, 2023 - Dec 18, 2023
#7-6.75%
Jan 26, 2018 - Mar 8, 2018
-7.17%
Oct 12, 2020 - Nov 9, 2020
#8-6.74%
Jun 2, 2026 - Jun 10, 2026
-6.73%
Jan 4, 2022 - Apr 20, 2022
#9-6.55%
Jul 24, 2019 - Nov 25, 2019
-6.53%
Dec 2, 2022 - Jun 30, 2023
#10-6.17%
Jan 28, 2026 - Apr 8, 2026
-5.95%
Feb 9, 2026 - Jun 4, 2026
#11-5.84%
Mar 12, 2018 - May 30, 2018
-5.85%
Nov 29, 2024 - Feb 5, 2025
#12-5.49%
May 3, 2019 - Jul 1, 2019
-5.62%
Sep 2, 2020 - Oct 12, 2020
#13-4.87%
Jun 8, 2020 - Jun 17, 2020
-5.47%
Jul 17, 2024 - Aug 26, 2024
#14-4.66%
Oct 13, 2020 - Nov 5, 2020
-4.83%
Aug 16, 2021 - Oct 20, 2021
#15-4.43%
Jun 20, 2018 - Aug 28, 2018
-4.58%
Jul 13, 2017 - Oct 9, 2017

Correlation

Correlation between ICVT and DIVO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2015 - 2026)

ICVT vs DIVO dividend yield comparison.

YearICVTDIVO
20260.52%1.97%
20251.73%6.44%
20242.19%4.70%
20231.85%4.67%
20221.93%4.76%
20217.70%4.79%
20203.98%4.91%
20191.86%8.16%
20184.82%5.27%
20172.56%3.83%
20163.06%0.00%
20151.57%0.00%

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