ICVT vs IAUM
Comparison between ISHARES CONVERTIBLE BOND ETF (ICVT, ETF) and iShares Gold Trust Micro (IAUM, ETF).
5-Year PerformanceIAUM has outperformed ICVT, delivering a return of +19.1% compared to +6.9%
ICVT vs IAUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ICVT
$7.10B
Winner
IAUM
$7.20B
Expense Ratio
ICVT
0.20%
Winner
IAUM
0.09%
Max Drawdown
ICVT
38.15%
Winner
IAUM
24.37%
Sharpe Ratio
Winner
ICVT
1.92
IAUM
0.85
5Y Beta
ICVT
0.59
Winner
IAUM
0.22
5Y Dividends CAGR
ICVT
-14.58%
IAUM
N/A
ICVT vs IAUM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ICVT
+2.49%
IAUM
-10.70%
3M
Winner
ICVT
+17.77%
IAUM
-17.19%
6M
Winner
ICVT
+21.27%
IAUM
-2.08%
1Y
Winner
ICVT
+38.04%
IAUM
+24.22%
5Y(CAGR)
ICVT
+6.89%
Winner
IAUM
+19.15%
10Y(CAGR)
ICVT
+13.71%
IAUM
N/A
Max(CAGR)
ICVT
+11.77%
Winner
IAUM
+19.15%
ICVT vs IAUM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ICVT | IAUM |
|---|---|---|
| 2026 | +20.40% | -2.83% |
| 2025 | +18.03% | +62.10% |
| 2024 | +11.71% | +27.35% |
| 2023 | +15.59% | +12.14% |
| 2022 | -20.76% | +1.05% |
| 2021 | -0.63% | +3.87% |
| 2020 | +59.30% | N/A |
| 2019 | +22.39% | N/A |
| 2018 | -1.05% | N/A |
| 2017 | +15.43% | N/A |
| 2016 | +11.50% | N/A |
| 2015 | -6.03% | N/A |
ICVT vs IAUM Drawdown Comparison
The maximum drawdown for ICVT was -33.15%, occurring on Jun 16, 2022. Recovery took 1145 trading sessions.
The maximum drawdown for IAUM was -24.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current ICVT drawdown is -3.35%. The current IAUM drawdown is -21.99%.
| Rank | ICVT | IAUM |
|---|---|---|
| #1 | -33.15% Feb 12, 2021 - Sep 5, 2025 | -24.37% Jan 29, 2026 - Jun 10, 2026 |
| #2 | -32.18% Feb 19, 2020 - Jun 5, 2020 | -20.87% Mar 8, 2022 - Dec 1, 2023 |
| #3 | -18.52% Jun 23, 2015 - Oct 10, 2016 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #4 | -13.86% Aug 29, 2018 - Feb 25, 2019 | -8.09% Oct 30, 2024 - Jan 30, 2025 |
| #5 | -8.63% Sep 1, 2020 - Oct 9, 2020 | -7.14% Apr 21, 2025 - Jun 13, 2025 |
| #6 | -7.55% Nov 3, 2025 - Jan 16, 2026 | -5.74% May 20, 2024 - Jul 16, 2024 |
| #7 | -6.75% Jan 26, 2018 - Mar 8, 2018 | -5.69% Jul 29, 2021 - Nov 9, 2021 |
| #8 | -6.74% Jun 2, 2026 - Jun 10, 2026 | -5.25% Nov 12, 2021 - Feb 14, 2022 |
| #9 | -6.55% Jul 24, 2019 - Nov 25, 2019 | -4.88% Mar 31, 2025 - Apr 10, 2025 |
| #10 | -6.17% Jan 28, 2026 - Apr 8, 2026 | -4.85% Dec 26, 2025 - Jan 12, 2026 |
| #11 | -5.84% Mar 12, 2018 - May 30, 2018 | -4.79% Jun 13, 2025 - Aug 29, 2025 |
| #12 | -5.49% May 3, 2019 - Jul 1, 2019 | -4.40% Dec 1, 2023 - Dec 27, 2023 |
| #13 | -4.87% Jun 8, 2020 - Jun 17, 2020 | -4.38% Jul 16, 2024 - Aug 12, 2024 |
| #14 | -4.66% Oct 13, 2020 - Nov 5, 2020 | -4.23% Apr 16, 2024 - May 17, 2024 |
| #15 | -4.43% Jun 20, 2018 - Aug 28, 2018 | -4.15% Dec 27, 2023 - Mar 1, 2024 |
Correlation
Correlation between ICVT and IAUM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
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