Compare · 2 funds side by side · dividends reinvested

ISTB and ICVT

ISTBiShares×ICVTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,052ICVT · best of the two

02 / 04

ISTB and ICVT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core 1-5 Year USD Bond ETFBonds & Cash · Other bonds0.06%4.36%+1.0%+1.9%+5.2%+2.1%−1.6%1.9%$5.3B1.5

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.57%+7.0%+2.1%+16.2%+3.8%−16.3%18.4%$7.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ISTB 2012 · ICVT 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 1-5 Year USD Bond ETF · $5.3B$11,090

ISTB

ICVT

iShares Convertible Bond ETF · $7.2B$12,052

$10,000 five years ago, dividends reinvested

ISTBMeasureICVT

+1.0%Year to dateJan 1 → Nov 4+7.0%

+1.9%1 yearTotal return+2.1%

+5.2%3 years · per year$10,000 became $11,634 · $15,677+16.2%

+2.1%5 years · per year$10,000 became $11,090 · $12,052+3.8%

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

4.36%Trailing 12-mo yield$436 · $157 a year on $10k1.57%

−1.6%Worst dropSmaller is better−16.3%

1.9%VolatilityLower is calmer18.4%

ISTBICVT Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISTB vs ICVT: Top 5 Holdings

Today

ISTB

[…]in top 5

ICVT

in top 50.1%

ISTBStockICVT

not top 5BKD0.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

ISTB vs ICVT Returns, Every Period

iSharesISTB

+2.1%

5 years, per year

ICVTiShares

+3.8%

5 years, per year

ISTBICVTFaded: behind in that period

0–4ICVT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ISTB vs ICVT

YTD

iSharesISTB

+1.0%

ICVTiShares

+7.0%

+1.0%Year to date+7.0%

−1.6%Worst drop · 1Y−16.3%

1.9%Volatility · 1Y18.4%

4.4%Yield1.6%

$5.3BAssets$7.2B

3–1ISTB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISTB, ICVT

Today

0.06%lowest, ISTB

FundExpense ratioFee$10k

ISTB0.06%$6

ICVT0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISTB, ICVT

4.36%highest, ISTB

FundTrailing yieldYield$10k

ISTB4.36%$436

ICVT1.57%$157

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$430most kept, ISTB

ISTB$436 − $6 = $430

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISTB, ICVT

Today

[…]holdings […]

ISTBICVT

ISTB—[…]

ICVT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.1%ICVT, at 18.4% volatility

ISTBWorst drop−1.6%1.9% vol

ICVTWorst drop−16.3%18.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ISTBICVT

+1.0%Year to date+7.0%

4.4%Yield1.6%

+1.9%Past year+2.1%

0.06%Fee0.20%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026