ISTM vs ACVT
Comparison between iShares Transition-Enabling Metals ETF (ISTM, ETF) and ADVENT CONVERTIBLE BOND ETF (ACVT, ETF).
ISTM vs ACVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ISTM
$32M
ACVT
$32M
Expense Ratio
Winner
ISTM
0.47%
ACVT
0.65%
Max Drawdown
ISTM
34.36%
Winner
ACVT
5.12%
Sharpe Ratio
Winner
ISTM
1.27
ACVT
1.05
5Y Beta
ISTM
0.55
Winner
ACVT
0.33
ISTM vs ACVT - Historical Returns
Returns include dividend reinvestment.
1M
ISTM
-5.10%
Winner
ACVT
+2.12%
3M
ISTM
+1.78%
Winner
ACVT
+5.49%
6M
Winner
ISTM
+13.69%
ACVT
+4.75%
1Y
Winner
ISTM
+45.99%
ACVT
+9.71%
Max(CAGR)
Winner
ISTM
+24.71%
ACVT
+11.54%
ISTM vs ACVT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ISTM | ACVT |
|---|---|---|
| 2026 | +6.22% | +4.54% |
| 2025 | +53.91% | +8.11% |
| 2024 | +8.61% | N/A |
| 2023 | +2.70% | N/A |
ISTM vs ACVT Drawdown Comparison
The maximum drawdown for ISTM was -22.20%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for ACVT was -4.81%, occurring on Mar 27, 2026. Recovery took 55 trading sessions.
The current ISTM drawdown is -15.49%. The current ACVT drawdown is -1.44%.
| Rank | ISTM | ACVT |
|---|---|---|
| #1 | -22.20% Jan 29, 2026 - Mar 20, 2026 | -4.81% Jan 28, 2026 - Apr 17, 2026 |
| #2 | -18.42% May 21, 2024 - Jun 26, 2025 | -3.04% Oct 27, 2025 - Jan 6, 2026 |
| #3 | -11.05% Jul 24, 2025 - Sep 29, 2025 | -2.18% Jun 1, 2026 - Jun 10, 2026 |
| #4 | -7.72% Dec 27, 2023 - Mar 13, 2024 | -1.24% May 13, 2025 - Jun 9, 2025 |
| #5 | -4.92% Dec 1, 2023 - Dec 22, 2023 | -1.15% Jul 28, 2025 - Aug 13, 2025 |
| #6 | -4.92% Jan 6, 2026 - Jan 12, 2026 | -1.10% Oct 6, 2025 - Oct 21, 2025 |
| #7 | -4.72% Dec 26, 2025 - Jan 5, 2026 | -1.06% May 11, 2026 - May 26, 2026 |
| #8 | -4.38% Sep 29, 2023 - Nov 28, 2023 | -0.89% Jan 8, 2026 - Jan 28, 2026 |
| #9 | -3.63% Jan 14, 2026 - Jan 23, 2026 | -0.74% Jun 10, 2025 - Jun 24, 2025 |
| #10 | -3.57% Nov 12, 2025 - Nov 28, 2025 | -0.66% Apr 22, 2026 - May 1, 2026 |
| #11 | -3.25% Oct 16, 2025 - Nov 10, 2025 | -0.60% Jul 10, 2025 - Jul 21, 2025 |
| #12 | -3.03% Apr 19, 2024 - May 13, 2024 | -0.54% Sep 18, 2025 - Oct 6, 2025 |
| #13 | -2.63% Mar 15, 2024 - Apr 2, 2024 | -0.39% Sep 11, 2025 - Sep 18, 2025 |
| #14 | -1.97% Jul 2, 2025 - Jul 8, 2025 | -0.33% Oct 21, 2025 - Oct 27, 2025 |
| #15 | -1.74% Dec 11, 2025 - Dec 17, 2025 | -0.33% Jul 3, 2025 - Jul 9, 2025 |
Correlation
Correlation between ISTM and ACVT is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2023 - 2026)
ISTM vs ACVT dividend yield comparison.
| Year | ISTM | ACVT |
|---|---|---|
| 2026 | 0.00% | 0.60% |
| 2025 | 14.78% | 1.19% |
| 2024 | 29.62% | 0.00% |
| 2023 | 1.02% | 0.00% |
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