VTHR vs ICVT

Comparison between VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES (VTHR, ETF) and ISHARES CONVERTIBLE BOND ETF (ICVT, ETF).

5-Year PerformanceVTHR has outperformed ICVT, delivering a return of +12.2% compared to +7.0%

VTHR vs ICVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTHR(ETF)	ICVT(ETF)
Net Assets	$5.20B	$5.30B
Expense Ratio	0.06%	0.20%
Max Drawdown	34.61%	38.15%
Sharpe Ratio	1.99	2.22
5Y Beta	0.99	0.57
P/E Ratio	27.50	N/A
Forward P/E	21.02	N/A
5Y Dividends CAGR	11.43%	-14.14%
5Y EPS CAGR	23.34%	N/A
P/S Ratio	3.17	N/A
P/B Ratio	4.84	N/A

Net Assets

VTHR

$5.20B

Winner

ICVT

$5.30B

Expense Ratio

Winner

VTHR

0.06%

ICVT

0.20%

Max Drawdown

Winner

VTHR

34.61%

ICVT

38.15%

Sharpe Ratio

VTHR

1.99

Winner

ICVT

2.22

5Y Beta

VTHR

0.99

Winner

ICVT

0.57

P/E Ratio

VTHR

27.50

ICVT

N/A

Forward P/E

VTHR

21.02

ICVT

N/A

5Y Dividends CAGR

Winner

VTHR

11.43%

ICVT

-14.14%

5Y EPS CAGR

VTHR

23.34%

ICVT

N/A

P/S Ratio

VTHR

3.17

ICVT

N/A

P/B Ratio

VTHR

4.84

ICVT

N/A

VTHR vs ICVT - Historical Returns

Returns include dividend reinvestment.

Period	VTHR	ICVT
1 month	+8.67%	+8.84%
3 months	+6.10%	+11.42%
6 months	+10.44%	+15.74%
1 year	+31.44%	+37.59%
5 years(CAGR)	+12.17%	+6.99%
10 years(CAGR)	+14.97%	+13.67%
Max(CAGR)	+14.34%	+11.61%

VTHR

+8.67%

Winner

ICVT

+8.84%

VTHR

+6.10%

Winner

ICVT

+11.42%

VTHR

+10.44%

Winner

ICVT

+15.74%

VTHR

+31.44%

Winner

ICVT

+37.59%

5Y(CAGR)

Winner

VTHR

+12.17%

ICVT

+6.99%

10Y(CAGR)

Winner

VTHR

+14.97%

ICVT

+13.67%

Max(CAGR)

Winner

VTHR

+14.34%

ICVT

+11.61%

VTHR vs ICVT - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VTHR	ICVT
2026	+8.15%	+17.27%
2025	+17.24%	+18.03%
2024	+24.36%	+11.71%
2023	+26.49%	+15.59%
2022	-19.65%	-20.76%
2021	+27.37%	-0.63%
2020	+19.94%	+59.30%
2019	+30.68%	+22.39%
2018	-6.19%	-1.05%
2017	+20.70%	+15.43%
2016	+14.56%	+11.50%
2015	+1.19%	-6.03%
2014	+13.97%	N/A
2013	+30.16%	N/A
2012	+14.00%	N/A
2011	-0.15%	N/A
2010	+12.80%	N/A

VTHR vs ICVT Drawdown Comparison

The maximum drawdown for VTHR was -34.61%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

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

The current ICVT drawdown is -1.29%.

Rank	VTHR	ICVT
#1	-34.61% Feb 19, 2020 - Aug 12, 2020	-33.15% Feb 12, 2021 - Sep 5, 2025
#2	-25.07% Dec 27, 2021 - Dec 14, 2023	-32.18% Feb 19, 2020 - Jun 5, 2020
#3	-20.32% Apr 29, 2011 - Feb 16, 2012	-18.52% Jun 23, 2015 - Oct 10, 2016
#4	-20.21% Sep 20, 2018 - Apr 23, 2019	-13.86% Aug 29, 2018 - Feb 25, 2019
#5	-19.36% Feb 19, 2025 - Jun 27, 2025	-8.63% Sep 1, 2020 - Oct 9, 2020
#6	-15.09% Jun 23, 2015 - Jun 8, 2016	-7.55% Nov 3, 2025 - Jan 16, 2026
#7	-10.16% Apr 2, 2012 - Sep 6, 2012	-6.75% Jan 26, 2018 - Mar 8, 2018
#8	-9.87% Jan 26, 2018 - Jul 25, 2018	-6.55% Jul 24, 2019 - Nov 25, 2019
#9	-9.57% Sep 2, 2020 - Nov 9, 2020	-6.17% Jan 28, 2026 - Apr 8, 2026
#10	-8.91% Jan 27, 2026 - Apr 14, 2026	-5.84% Mar 12, 2018 - May 30, 2018
#11	-8.62% Jul 16, 2024 - Sep 19, 2024	-5.49% May 3, 2019 - Jul 1, 2019
#12	-7.54% Sep 14, 2012 - Jan 2, 2013	-4.87% Jun 8, 2020 - Jun 17, 2020
#13	-7.32% Sep 17, 2014 - Oct 31, 2014	-4.66% Oct 13, 2020 - Nov 5, 2020
#14	-6.92% May 3, 2019 - Jun 20, 2019	-4.43% Jun 20, 2018 - Aug 28, 2018
#15	-6.22% Jul 26, 2019 - Oct 28, 2019	-3.78% Jan 25, 2021 - Feb 2, 2021

Correlation

Correlation between VTHR and ICVT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2010 - 2026)

VTHR vs ICVT dividend yield comparison.

Year	VTHR	ICVT
2026	0.26%	0.42%
2025	1.08%	1.73%
2024	1.19%	2.19%
2023	1.47%	1.85%
2022	1.52%	1.93%
2021	1.16%	7.70%
2020	1.37%	3.98%
2019	1.65%	1.86%
2018	1.89%	4.82%
2017	1.63%	2.56%
2016	1.82%	3.06%
2015	1.84%	1.57%
2014	1.66%	0.00%
2013	1.57%	0.00%
2012	1.80%	0.00%
2011	1.51%	0.00%
2010	0.47%	0.00%