The Best Convertible Bonds ETFs
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Convertible Bonds ETFs.
Convertible Bond ETFs and funds invest in corporate bonds or preferred securities that can convert into the issuer's common stock. These securities combine bond-like income and downside characteristics with potential participation in equity appreciation, while retaining issuer credit risk.
- Number of ETFs
- 5
- Avg. Expense Ratio
- 0.58%
- Avg. Dividend Yield
- 1.45%
- Avg. 1 Year Return
- 28.37%
- Median Risk/Return Score
- 62 / 100
The Best Convertible Bonds ETFs
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advent Convertible Bond ETF | Convertible Bonds | Apr 29, 2025 | 0.65% | 6.12% | — | 1.68% | 59 | ||||||||
| Calamos Convertible Equity Alternative ETF | Convertible Bonds | Oct 4, 2023 | 0.69% | 27.81% | — | 1.52% | 83 | ||||||||
| SPDR Bloomberg Barclays Convertible Securities ETF | Convertible Bonds | Apr 14, 2009 | 0.40% | 16.87% | 11.75% | 1.52% | 62 | ||||||||
| First Trust SSI Strategic Convertible Securities E... | Convertible Bonds | Nov 4, 2015 | 0.95% | 17.32% | 11.20% | 1.12% | 61 | ||||||||
| iShares Convertible Bond ETF | Convertible Bonds | Jun 2, 2015 | 0.20% | 17.80% | 12.94% | 1.39% | 68 |
Best Convertible Bonds ETFs by Risk/Return Score
The top Convertible Bonds ETFs by PortfoliosLab Risk/Return Score are CVRT (83) and ICVT (68).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Calamos Convertible Equity Alternative ETF | 83 | 31.20M | Oct 2023 | |
| iShares Convertible Bond ETF | 68 | 7.19B | Jun 2015 | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 62 | 5.57B | Apr 2009 | |
| First Trust SSI Strategic Convertible Securities E... | 61 | 100.83M | Nov 2015 | |
| Advent Convertible Bond ETF | 59 | 30.82M | Apr 2025 |
Best-Performing Convertible Bonds ETFs Over 5 Years
The top Convertible Bonds ETFs is ICVT (6.12%).
Across the lineup, Convertible Bonds ETFs show an average 1-year return of 28.37% and an average 5-year return of 5.93%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares Convertible Bond ETF | 6.12% | 7.19B | Jun 2015 | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 5.90% | 5.57B | Apr 2009 | |
| First Trust SSI Strategic Convertible Securities E... | 5.76% | 100.83M | Nov 2015 |
Lowest-Cost Convertible Bonds ETFs
The top Convertible Bonds ETFs is ICVT (0.20%).
With an average expense ratio of 0.58%, Convertible Bonds ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| iShares Convertible Bond ETF | 0.20% | 7.19B | Jun 2015 | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 0.40% | 5.57B | Apr 2009 | |
| Advent Convertible Bond ETF | 0.65% | 30.82M | Apr 2025 | |
| Calamos Convertible Equity Alternative ETF | 0.69% | 31.20M | Oct 2023 | |
| First Trust SSI Strategic Convertible Securities E... | 0.95% | 100.83M | Nov 2015 |
Highest-Yield Convertible Bonds ETFs
The top Convertible Bonds ETFs is ACVT (1.68%).
Across the lineup, Convertible Bonds ETFs show an average dividend yield of 1.45%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Advent Convertible Bond ETF | 1.68% | 30.82M | Apr 2025 | |
| Calamos Convertible Equity Alternative ETF | 1.52% | 31.20M | Oct 2023 | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 1.52% | 5.57B | Apr 2009 | |
| iShares Convertible Bond ETF | 1.39% | 7.19B | Jun 2015 | |
| First Trust SSI Strategic Convertible Securities E... | 1.12% | 100.83M | Nov 2015 |
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Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
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Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years