ICVT vs JGLO

Comparison between ISHARES CONVERTIBLE BOND ETF (ICVT, ETF) and JPMORGAN GLOBAL SELECT EQUITY ETF (JGLO, ETF).

ICVT vs JGLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ICVT(ETF)	JGLO(ETF)
Net Assets	$7.10B	$7.10B
Expense Ratio	0.20%	0.47%
Max Drawdown	38.15%	17.73%
Sharpe Ratio	1.92	0.79
5Y Beta	0.59	0.85
P/E Ratio	N/A	26.62
Forward P/E	N/A	21.49
PEG Ratio	N/A	0.55
5Y Dividends CAGR	-14.58%	N/A
5Y EPS CAGR	N/A	26.55%
P/S Ratio	N/A	3.17
P/B Ratio	N/A	6.57

Net Assets

ICVT

$7.10B

JGLO

$7.10B

Expense Ratio

Winner

ICVT

0.20%

JGLO

0.47%

Max Drawdown

ICVT

38.15%

Winner

JGLO

17.73%

Sharpe Ratio

Winner

ICVT

1.92

JGLO

0.79

5Y Beta

Winner

ICVT

0.59

JGLO

0.85

P/E Ratio

ICVT

N/A

JGLO

26.62

Forward P/E

ICVT

N/A

JGLO

21.49

PEG Ratio

ICVT

N/A

JGLO

0.55

5Y Dividends CAGR

ICVT

-14.58%

JGLO

N/A

5Y EPS CAGR

ICVT

N/A

JGLO

26.55%

P/S Ratio

ICVT

N/A

JGLO

3.17

P/B Ratio

ICVT

N/A

JGLO

6.57

ICVT vs JGLO - Historical Returns

Returns include dividend reinvestment.

Period	ICVT	JGLO
1 month	+2.49%	-0.38%
3 months	+17.77%	+6.24%
6 months	+21.27%	+4.56%
1 year	+38.04%	+12.43%
5 years(CAGR)	+6.89%	N/A
10 years(CAGR)	+13.71%	N/A
Max(CAGR)	+11.77%	+15.84%

Winner

ICVT

+2.49%

JGLO

-0.38%

Winner

ICVT

+17.77%

JGLO

+6.24%

Winner

ICVT

+21.27%

JGLO

+4.56%

Winner

ICVT

+38.04%

JGLO

+12.43%

5Y(CAGR)

ICVT

+6.89%

JGLO

N/A

10Y(CAGR)

ICVT

+13.71%

JGLO

N/A

Max(CAGR)

ICVT

+11.77%

Winner

JGLO

+15.84%

ICVT vs JGLO - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	ICVT	JGLO
2026	+20.40%	+3.28%
2025	+18.03%	+14.13%
2024	+11.71%	+18.21%
2023	+15.59%	+8.00%
2022	-20.76%	N/A
2021	-0.63%	N/A
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 JGLO Drawdown Comparison

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

The maximum drawdown for JGLO was -16.13%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.

The current ICVT drawdown is -3.35%. The current JGLO drawdown is -1.91%.

Rank	ICVT	JGLO
#1	-33.15% Feb 12, 2021 - Sep 5, 2025	-16.13% Dec 6, 2024 - Jun 10, 2025
#2	-32.18% Feb 19, 2020 - Jun 5, 2020	-9.47% Feb 25, 2026 - Apr 17, 2026
#3	-18.52% Jun 23, 2015 - Oct 10, 2016	-7.96% Jul 10, 2024 - Sep 19, 2024
#4	-13.86% Aug 29, 2018 - Feb 25, 2019	-6.87% Sep 14, 2023 - Nov 14, 2023
#5	-8.63% Sep 1, 2020 - Oct 9, 2020	-5.17% Oct 28, 2025 - Jan 5, 2026
#6	-7.55% Nov 3, 2025 - Jan 16, 2026	-4.95% Mar 21, 2024 - May 14, 2024
#7	-6.75% Jan 26, 2018 - Mar 8, 2018	-3.95% Jun 2, 2026 - Jun 10, 2026
#8	-6.74% Jun 2, 2026 - Jun 10, 2026	-3.32% Oct 18, 2024 - Nov 7, 2024
#9	-6.55% Jul 24, 2019 - Nov 25, 2019	-3.13% Jul 25, 2025 - Aug 13, 2025
#10	-6.17% Jan 28, 2026 - Apr 8, 2026	-3.11% Oct 6, 2025 - Oct 24, 2025
#11	-5.84% Mar 12, 2018 - May 30, 2018	-2.88% Nov 7, 2024 - Dec 4, 2024
#12	-5.49% May 3, 2019 - Jul 1, 2019	-2.28% Jan 27, 2026 - Feb 9, 2026
#13	-4.87% Jun 8, 2020 - Jun 17, 2020	-2.08% Dec 28, 2023 - Jan 19, 2024
#14	-4.66% Oct 13, 2020 - Nov 5, 2020	-2.05% Jan 16, 2026 - Jan 26, 2026
#15	-4.43% Jun 20, 2018 - Aug 28, 2018	-1.98% Jun 12, 2025 - Jun 26, 2025

Correlation

Correlation between ICVT and JGLO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2015 - 2026)

ICVT vs JGLO dividend yield comparison.

Year	ICVT	JGLO
2026	0.52%	0.00%
2025	1.73%	1.20%
2024	2.19%	2.00%
2023	1.85%	0.32%
2022	1.93%	0.00%
2021	7.70%	0.00%
2020	3.98%	0.00%
2019	1.86%	0.00%
2018	4.82%	0.00%
2017	2.56%	0.00%
2016	3.06%	0.00%
2015	1.57%	0.00%