StockComparison Logo
vs

ICVT vs SHYG

Comparison between ISHARES CONVERTIBLE BOND ETF (ICVT, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).

5-Year PerformanceICVT has outperformed SHYG, delivering a return of +6.3% compared to +4.9%

ICVT vs SHYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ICVT
$7.50B
Winner
SHYG
$7.60B
Expense Ratio
Winner
ICVT
0.20%
SHYG
0.30%
Max Drawdown
ICVT
38.15%
Winner
SHYG
26.29%
Sharpe Ratio
Winner
ICVT
1.26
SHYG
0.65
5Y Beta
ICVT
0.61
Winner
SHYG
0.22
5Y Dividends CAGR
ICVT
-14.83%
Winner
SHYG
5.36%

ICVT vs SHYG - Historical Returns

Returns include dividend reinvestment.

1M
ICVT
-7.33%
Winner
SHYG
+0.17%
3M
Winner
ICVT
+2.52%
SHYG
+1.03%
6M
Winner
ICVT
+10.52%
SHYG
+1.64%
1Y
Winner
ICVT
+25.53%
SHYG
+5.76%
5Y(CAGR)
Winner
ICVT
+6.32%
SHYG
+4.87%
10Y(CAGR)
Winner
ICVT
+12.95%
SHYG
+5.01%
Max(CAGR)
Winner
ICVT
+11.15%
SHYG
+4.40%

ICVT vs SHYG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearICVTSHYG
2026+14.38%+1.99%
2025+18.03%+7.71%
2024+11.71%+8.38%
2023+15.59%+10.24%
2022-20.76%-4.63%
2021-0.63%+4.78%
2020+59.30%+2.98%
2019+22.39%+10.08%
2018-1.05%+0.04%
2017+15.43%+4.86%
2016+11.50%+12.94%
2015-6.03%-3.10%
2014N/A+0.23%
2013N/A+1.99%

ICVT vs SHYG Drawdown Comparison

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

The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current ICVT drawdown is -8.45%. The current SHYG drawdown is -0.05%.

RankICVTSHYG
#1-33.15%
Feb 12, 2021 - Sep 5, 2025
-19.27%
Feb 14, 2020 - Nov 17, 2020
#2-32.18%
Feb 19, 2020 - Jun 5, 2020
-10.32%
May 29, 2015 - Jul 8, 2016
#3-18.52%
Jun 23, 2015 - Oct 10, 2016
-9.39%
Dec 27, 2021 - Jul 13, 2023
#4-13.86%
Aug 29, 2018 - Feb 25, 2019
-5.15%
Jun 23, 2014 - Apr 9, 2015
#5-8.63%
Sep 1, 2020 - Oct 9, 2020
-5.04%
Oct 1, 2018 - Jan 31, 2019
#6-8.45%
Jun 22, 2026 - Jul 16, 2026
-4.53%
Feb 28, 2025 - May 12, 2025
#7-7.55%
Nov 3, 2025 - Jan 16, 2026
-2.69%
Oct 24, 2016 - Dec 6, 2016
#8-6.75%
Jan 26, 2018 - Mar 8, 2018
-2.39%
Sep 1, 2023 - Nov 3, 2023
#9-6.74%
Jun 2, 2026 - Jun 18, 2026
-1.86%
Jan 26, 2018 - Apr 12, 2018
#10-6.55%
Jul 24, 2019 - Nov 25, 2019
-1.75%
Feb 2, 2026 - Apr 8, 2026
#11-6.17%
Jan 28, 2026 - Apr 8, 2026
-1.74%
Mar 27, 2024 - May 3, 2024
#12-5.84%
Mar 12, 2018 - May 30, 2018
-1.61%
Nov 5, 2021 - Dec 23, 2021
#13-5.49%
May 3, 2019 - Jul 1, 2019
-1.57%
Mar 1, 2017 - Apr 20, 2017
#14-4.87%
Jun 8, 2020 - Jun 17, 2020
-1.48%
May 3, 2019 - Jun 18, 2019
#15-4.66%
Oct 13, 2020 - Nov 5, 2020
-1.38%
Oct 20, 2017 - Jan 3, 2018

Correlation

Correlation between ICVT and SHYG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2013 - 2026)

ICVT vs SHYG dividend yield comparison.

YearICVTSHYG
20260.65%3.50%
20251.73%7.03%
20242.19%6.93%
20231.85%6.54%
20221.93%5.57%
20217.70%4.83%
20203.98%5.07%
20191.86%5.33%
20184.82%5.90%
20172.56%5.49%
20163.06%5.53%
20151.57%5.17%
20140.00%4.33%
20130.00%0.85%

Select Stocks to Compare