ICVT vs TMB

AICVT

BTMB

Measures won1–3TMB wins · of 6 · 5Y

$10,000 · 5Y$11,722ICVT · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income4.33%TMB · $433 on $10k

Smallest drop−2.7%TMB · worst fall in 1Y

Held in common0.0%ICVT and TMB

iShares Convertible Bond ETF · $6.9BThornburg Multi Sector Bond ETF · $382M

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

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

0.20%Expense ratio$20 · $55 on $10k · lower wins0.55%

1.59%12-mo yield$159 · $433 on $10k4.33%

Cards for this view

ICVT

iShares Convertible Bond

$11,722

TMB

Thornburg Multi Sector Bond

[…]

MeasureICVTTMB

Fee0.20%0.55%

Cost on $10k a year$20$55

Yield1.59%4.33%

5 years, per year+3.2%[…]

3 years, per year+14.8%[…]

Worst drop · 1Y−18.6%−2.7%

Volatility · 1Y18.8%3.3%

#
1	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.59%	−1.1%	+6.0%	+2.8%	+14.8%	+3.2%	−18.6%	$6.9B
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%	$138.0B
3	BTMB	Thornburg Multi Sector Bond ETFRead Desk	0.55%	4.33%	−0.6%	0.0%	+0.4%	new	new	−2.7%	$382M

#
1	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.59%	−1.1%	+6.0%	+2.8%	+14.8%	+3.2%	−18.6%	$6.9B
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%	$138.0B
3	BTMB	Thornburg Multi Sector Bond ETFRead Desk	0.55%	4.33%	−0.6%	0.0%	+0.4%	new	new	−2.7%	$382M

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