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URTH vs ICSH

Comparison between ISHARES MSCI WORLD ETF (URTH, ETF) and ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH, ETF).

5-Year PerformanceURTH has outperformed ICSH, delivering a return of +11.8% compared to +3.8%

URTH vs ICSH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
URTH
$8B
Winner
ICSH
$8.10B
Expense Ratio
URTH
0.24%
Winner
ICSH
0.08%
Max Drawdown
URTH
34.01%
Winner
ICSH
3.94%
Sharpe Ratio
Winner
URTH
1.27
ICSH
0.31
5Y Beta
URTH
0.91
Winner
ICSH
0.00
P/E Ratio
URTH
24.01
ICSH
N/A
Forward P/E
URTH
20.16
ICSH
N/A
5Y Dividends CAGR
URTH
8.64%
Winner
ICSH
47.87%
5Y EPS CAGR
URTH
24.89%
ICSH
N/A
Debt to Equity
URTH
52.47%
ICSH
N/A
P/S Ratio
URTH
3.39
ICSH
N/A
P/B Ratio
URTH
4.95
ICSH
N/A

URTH vs ICSH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
URTH
+2.92%
ICSH
+0.36%
3M
Winner
URTH
+4.15%
ICSH
+0.97%
6M
Winner
URTH
+10.07%
ICSH
+1.69%
1Y
Winner
URTH
+21.96%
ICSH
+4.00%
5Y(CAGR)
Winner
URTH
+11.77%
ICSH
+3.83%
10Y(CAGR)
Winner
URTH
+13.13%
ICSH
+2.83%
Max(CAGR)
Winner
URTH
+12.34%
ICSH
+2.33%

URTH vs ICSH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearURTHICSH
2026+12.84%+2.27%
2025+21.59%+4.94%
2024+19.66%+5.51%
2023+24.14%+5.58%
2022-18.40%+0.96%
2021+23.13%+0.16%
2020+14.90%+1.59%
2019+28.12%+3.18%
2018-9.25%+2.27%
2017+21.83%+1.70%
2016+8.88%+0.86%
2015-0.62%+0.21%
2014+5.44%+0.14%
2013+26.35%+0.02%
2012+14.73%N/A

URTH vs ICSH Drawdown Comparison

The maximum drawdown for URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The maximum drawdown for ICSH was -3.94%, occurring on Mar 23, 2020. Recovery took 46 trading sessions.

The current URTH drawdown is -1.15%.

RankURTHICSH
#1-34.01%
Feb 12, 2020 - Aug 24, 2020
-3.94%
Mar 9, 2020 - May 13, 2020
#2-26.04%
Jan 3, 2022 - Dec 19, 2023
-1.24%
Apr 7, 2014 - May 8, 2014
#3-18.89%
May 19, 2015 - Dec 13, 2016
-0.73%
Sep 20, 2021 - Nov 8, 2022
#4-18.57%
Jan 26, 2018 - Apr 30, 2019
-0.53%
Oct 29, 2015 - Feb 12, 2016
#5-16.94%
Feb 18, 2025 - Jun 2, 2025
-0.40%
Jul 23, 2015 - Aug 25, 2015
#6-11.39%
Mar 27, 2012 - Sep 7, 2012
-0.39%
Oct 21, 2014 - Jan 5, 2015
#7-10.77%
May 21, 2013 - Jul 18, 2013
-0.38%
Feb 12, 2016 - Mar 4, 2016
#8-9.32%
Jul 3, 2014 - Feb 17, 2015
-0.38%
Dec 2, 2016 - Dec 22, 2016
#9-9.06%
Feb 25, 2026 - Apr 15, 2026
-0.38%
Nov 3, 2016 - Nov 23, 2016
#10-8.23%
Jul 16, 2024 - Aug 23, 2024
-0.34%
Dec 22, 2016 - Jan 24, 2017
#11-8.10%
Sep 2, 2020 - Nov 9, 2020
-0.30%
Nov 23, 2016 - Dec 1, 2016
#12-7.00%
Sep 14, 2012 - Dec 20, 2012
-0.30%
Oct 25, 2016 - Nov 3, 2016
#13-6.85%
Aug 9, 2013 - Sep 18, 2013
-0.28%
Aug 17, 2016 - Sep 20, 2016
#14-6.07%
Jul 24, 2019 - Oct 17, 2019
-0.26%
Aug 25, 2015 - Oct 29, 2015
#15-6.07%
May 3, 2019 - Jun 20, 2019
-0.25%
May 13, 2014 - Oct 10, 2014

Correlation

Correlation between URTH and ICSH is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2012 - 2026)

URTH vs ICSH dividend yield comparison.

YearURTHICSH
20260.64%2.35%
20251.48%4.55%
20241.47%5.24%
20231.70%4.78%
20221.68%1.66%
20211.50%0.42%
20201.52%1.21%
20192.16%2.61%
20182.30%2.20%
20171.88%1.36%
20162.15%0.88%
20152.35%0.54%
20142.31%0.46%
20131.04%0.00%
20122.69%0.00%

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