ICVT vs ILS

AICVT

BILS

Measures won1–3ILS wins · of 6 · 5Y

$10,000 · 5Y$11,722ICVT · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income7.97%ILS · $797 on $10k

Smallest drop−1.8%ILS · worst fall in 1Y

Held in common[…]ICVT and ILS

iShares Convertible Bond ETF · $6.8BBrookmont Catastrophic Bond ETF · $126M

+14.8%3 years · per year$15,120 · […][…]

+3.2%5 years · per year$11,722 · […][…]

0.20%Expense ratio$20 · $265 on $10k · lower wins2.65%

1.59%12-mo yield$159 · $797 on $10k7.97%

Cards for this view

ICVT

iShares Convertible Bond

$11,722

ILS

Brookmont Catastrophic Bond

[…]

MeasureICVTILS

Fee0.20%2.65%

Cost on $10k a year$20$265

Yield1.59%7.97%

5 years, per year+3.2%[…]

3 years, per year+14.8%[…]

Worst drop · 1Y−18.6%−1.8%

Volatility · 1Y18.8%4.3%

#
1	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.59%	−1.1%	+6.0%	+2.8%	+14.8%	+3.2%	−18.6%	$6.8B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	BILS	Brookmont Catastrophic Bond ETFRead Desk	2.65%	7.97%	0.0%	+8.2%	+9.0%	new	new	−1.8%	$126M

#
1	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.59%	−1.1%	+6.0%	+2.8%	+14.8%	+3.2%	−18.6%	$6.8B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	BILS	Brookmont Catastrophic Bond ETFRead Desk	2.65%	7.97%	0.0%	+8.2%	+9.0%	new	new	−1.8%	$126M

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