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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 21 Preferred Stock/Convertible Bonds ETFs.

Preferred Stock/Convertible Bonds ETFs invest in preferred stocks and convertible bonds, providing investors with exposure to hybrid securities that combine features of stocks and bonds. These ETFs offer potential benefits like higher income compared to common stocks and the possibility of capital appreciation through conversion to common shares. However, they may carry additional risks compared to traditional bond investments.

Click on any item in the list to see complete information, including risk and performance analysis.


Category: Preferred Stock/Convertible Bonds
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
CPD.TO
iShares S&P/TSX Canadian Preferred Share Index ETFPreferred Stock/Convertible BondsApr 10, 20070.50%
9.11%
1.62%
5.55%
SPDR Bloomberg Barclays Convertible Securities ETFPreferred Stock/Convertible BondsApr 14, 20090.40%
1.74%
8.72%
1.94%
Innovator S&P High Quality Preferred ETFPreferred Stock/Convertible BondsMay 24, 20160.47%
6.30%
5.96%
First Trust SSI Strategic Convertible Securities E...Preferred Stock/Convertible Bonds, Actively ManagedNov 4, 20150.95%
2.95%
1.72%
First Trust Preferred Securities & Income ETFPreferred Stock/Convertible Bonds, Actively ManagedFeb 12, 20130.85%
4.22%
4.90%
5.78%
First Trust Institutional Preferred Securities & I...Preferred Stock/Convertible Bonds, Actively ManagedAug 22, 20170.85%
3.50%
5.62%
iShares Convertible Bond ETFPreferred Stock/Convertible BondsJun 2, 20150.20%
2.20%
1.86%
iShares Preferred and Income Securities ETFPreferred Stock/Convertible BondsMar 30, 20070.46%
5.04%
3.87%
6.29%
Virtus InfraCap U.S. Preferred Stock ETFPreferred Stock/Convertible Bonds, Actively ManagedMay 15, 20181.47%
4.62%
9.40%
Global X U.S. Preferred ETFPreferred Stock/Convertible BondsSep 11, 20170.23%
5.90%
6.20%
InfraCap REIT Preferred ETFPreferred Stock/Convertible Bonds, REITFeb 7, 20170.45%
2.58%
7.67%
Global X Variable Rate Preferred ETFPreferred Stock/Convertible BondsJun 22, 20200.25%
3.84%
7.05%
AAM Low Duration Preferred and Income Securities E...Preferred Stock/Convertible BondsNov 19, 20190.45%
3.17%
7.69%
VanEck Vectors Preferred Securities ex Financials ...Preferred Stock/Convertible BondsJul 16, 20120.41%
4.99%
4.72%
7.78%
Invesco Financial Preferred ETFPreferred Stock/Convertible BondsDec 1, 20060.62%
6.66%
4.12%
5.91%
Invesco Preferred ETFPreferred Stock/Convertible BondsJan 31, 20080.52%
5.80%
4.02%
6.09%
Principal Spectrum Preferred Secs Active ETFPreferred Stock/Convertible Bonds, Actively ManagedJul 10, 20170.55%
4.49%
4.52%
SPDR ICE Preferred Securities ETFPreferred Stock/Convertible BondsSep 16, 20090.45%
6.01%
4.05%
6.14%
Global X SuperIncome Preferred ETFPreferred Stock/Convertible BondsJul 17, 20120.58%
5.93%
1.96%
6.14%
Invesco Variable Rate Preferred ETFPreferred Stock/Convertible BondsMay 1, 20140.50%
4.52%
6.33%

1–20 of 21

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.

0%Annualized Volatility0%Annualized Return

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