ICVT vs DXJ
Comparison between ISHARES CONVERTIBLE BOND ETF (ICVT, ETF) and WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF).
5-Year PerformanceDXJ has outperformed ICVT, delivering a return of +27.3% compared to +8.4%
ICVT vs DXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ICVT
$6.10B
Winner
DXJ
$6.20B
Expense Ratio
Winner
ICVT
0.20%
DXJ
0.48%
Max Drawdown
Winner
ICVT
38.15%
DXJ
51.15%
Sharpe Ratio
ICVT
2.13
Winner
DXJ
2.33
5Y Beta
Winner
ICVT
0.57
DXJ
0.94
5Y Dividends CAGR
ICVT
-14.14%
Winner
DXJ
28.07%
ICVT vs DXJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ICVT
+9.35%
DXJ
+3.47%
3M
Winner
ICVT
+13.67%
DXJ
+2.80%
6M
ICVT
+21.22%
Winner
DXJ
+25.29%
1Y
ICVT
+37.53%
Winner
DXJ
+54.68%
5Y(CAGR)
ICVT
+8.36%
Winner
DXJ
+27.28%
10Y(CAGR)
ICVT
+14.03%
Winner
DXJ
+18.20%
Max(CAGR)
Winner
ICVT
+11.76%
DXJ
+9.43%
ICVT vs DXJ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | ICVT | DXJ |
|---|---|---|
| 2026 | +19.13% | +18.30% |
| 2025 | +18.03% | +32.75% |
| 2024 | +11.71% | +29.70% |
| 2023 | +15.59% | +41.60% |
| 2022 | -20.76% | +5.50% |
| 2021 | -0.63% | +20.02% |
| 2020 | +59.30% | +2.94% |
| 2019 | +22.39% | +18.74% |
| 2018 | -1.05% | -19.93% |
| 2017 | +15.43% | +20.68% |
| 2016 | +11.50% | +3.34% |
| 2015 | -6.03% | +6.84% |
| 2014 | N/A | +10.26% |
| 2013 | N/A | +37.17% |
| 2012 | N/A | +17.73% |
| 2011 | N/A | -16.75% |
| 2010 | N/A | -3.89% |
| 2009 | N/A | +0.88% |
| 2008 | N/A | -20.38% |
| 2007 | N/A | -7.22% |
| 2006 | N/A | +10.57% |
ICVT vs DXJ Drawdown Comparison
The maximum drawdown for ICVT was -33.15%, occurring on Jun 16, 2022. Recovery took 1145 trading sessions.
The maximum drawdown for DXJ was -49.55%, occurring on Mar 9, 2009. Recovery took 1899 trading sessions.
| Rank | ICVT | DXJ |
|---|---|---|
| #1 | -33.15% Feb 12, 2021 - Sep 5, 2025 | -49.55% Feb 26, 2007 - Sep 10, 2014 |
| #2 | -32.18% Feb 19, 2020 - Jun 5, 2020 | -39.12% Jan 17, 2018 - Feb 8, 2021 |
| #3 | -18.52% Jun 23, 2015 - Oct 10, 2016 | -33.59% Jun 1, 2015 - Oct 3, 2017 |
| #4 | -13.86% Aug 29, 2018 - Feb 25, 2019 | -22.19% Jul 10, 2024 - Mar 24, 2025 |
| #5 | -8.63% Sep 1, 2020 - Oct 9, 2020 | -16.57% Mar 25, 2025 - Jun 27, 2025 |
| #6 | -7.55% Nov 3, 2025 - Jan 16, 2026 | -11.78% Jan 12, 2022 - Mar 24, 2022 |
| #7 | -6.75% Jan 26, 2018 - Mar 8, 2018 | -11.41% Sep 26, 2014 - Oct 31, 2014 |
| #8 | -6.55% Jul 24, 2019 - Nov 25, 2019 | -10.98% Feb 25, 2026 - May 13, 2026 |
| #9 | -6.17% Jan 28, 2026 - Apr 8, 2026 | -9.73% Jun 30, 2006 - Aug 15, 2006 |
| #10 | -5.84% Mar 12, 2018 - May 30, 2018 | -9.11% Dec 5, 2014 - Feb 18, 2015 |
| #11 | -5.49% May 3, 2019 - Jul 1, 2019 | -8.74% Sep 19, 2023 - Jan 5, 2024 |
| #12 | -4.87% Jun 8, 2020 - Jun 17, 2020 | -8.53% Mar 8, 2023 - Apr 21, 2023 |
| #13 | -4.66% Oct 13, 2020 - Nov 5, 2020 | -8.31% Sep 13, 2021 - Jan 4, 2022 |
| #14 | -4.43% Jun 20, 2018 - Aug 28, 2018 | -6.82% Aug 18, 2022 - Nov 8, 2022 |
| #15 | -3.78% Jan 25, 2021 - Feb 2, 2021 | -6.68% Jun 7, 2022 - Aug 17, 2022 |
Correlation
Correlation between ICVT and DXJ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2006 - 2026)
ICVT vs DXJ dividend yield comparison.
| Year | ICVT | DXJ |
|---|---|---|
| 2026 | 0.42% | 0.00% |
| 2025 | 1.73% | 1.29% |
| 2024 | 2.19% | 3.48% |
| 2023 | 1.85% | 3.44% |
| 2022 | 1.93% | 3.02% |
| 2021 | 7.70% | 2.64% |
| 2020 | 3.98% | 2.53% |
| 2019 | 1.86% | 2.47% |
| 2018 | 4.82% | 2.92% |
| 2017 | 2.56% | 2.30% |
| 2016 | 3.06% | 1.98% |
| 2015 | 1.57% | 5.95% |
| 2014 | 0.00% | 11.61% |
| 2013 | 0.00% | 2.44% |
| 2012 | 0.00% | 1.50% |
| 2011 | 0.00% | 2.38% |
| 2010 | 0.00% | 1.18% |
| 2009 | 0.00% | 1.86% |
| 2008 | 0.00% | 2.03% |
| 2007 | 0.00% | 0.94% |
| 2006 | 0.00% | 0.38% |
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