The Best Preferred Stock/Convertible Bonds ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 19 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.

Asset Class

Category

Issuer

Currency

Year-to-Date Return

< 0.0%

—

> 10.0%

10-Year Annualized Return

< 0.0%

—

> 10.0%

Sharpe Ratio

< 0.0

—

> 0.1

Omega ratio

< 0.0

—

> 0.1

Sortino ratio

< 0.0

—

> 0.1

Calmar ratio

< 0.0

—

> 0.1

Ulcer Index

< 0.0%

—

> 10.0%

10Y Volatility

< 0.0%

—

> 10.0%

Maximum Drawdown

< 0.0%

—

> 10.0%

Dividend Yield

< 0.0%

—

> 10.0%

Symbol	Full name	Category	Inception	Expense Ratio	YTD Ret.	10Y Ann. Ret.	Div. Yield	Max. Drawdown	Sharpe Ratio	Sortino ratio	Omega ratio	Calmar ratio	Ulcer Index
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	Preferred Stock/Convertible Bonds	Apr 14, 2009	0.40%	7.9%	8.6%	2.2%	-32.1%	0.4	0.8	1.1	0.7	3.2%
EPRF	Innovator S&P High Quality Preferred ETF	Preferred Stock/Convertible Bonds	May 24, 2016	0.47%	3.5%	0.6%	5.5%	-26.8%	-0.1	0.0	1.0	-0.1	7.3%
FCVT	First Trust SSI Strategic Convertible Securities ETF	Preferred Stock/Convertible Bonds, Actively Managed	Nov 4, 2015	0.95%	0.4%	8.2%	1.6%	-29.9%	-0.3	-0.4	1.0	-0.5	3.9%
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds, Actively Managed	Feb 12, 2013	0.85%	0.5%	4.5%	6.3%	-33.4%	-0.1	-0.1	1.0	-0.1	7.8%
FPEI	First Trust Institutional Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds, Actively Managed	Aug 22, 2017	0.85%	-0.2%	2.5%	6.0%	-27.5%	0.0	0.1	1.0	0.0	6.5%
ICVT	iShares Convertible Bond ETF	Preferred Stock/Convertible Bonds	Jun 2, 2015	0.20%	8.5%	9.2%	1.8%	-33.3%	0.5	0.8	1.1	0.7	3.2%
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	Mar 30, 2007	0.46%	4.8%	3.7%	6.9%	-65.6%	0.0	0.1	1.0	0.0	6.1%
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	May 15, 2018	1.47%	16.8%	4.9%	10.1%	-70.5%	0.2	0.4	1.1	0.2	8.3%
PFFD	Global X U.S. Preferred ETF	Preferred Stock/Convertible Bonds	Sep 11, 2017	0.23%	3.1%	1.2%	6.6%	-30.9%	-0.2	-0.2	1.0	-0.2	7.6%
PFFR	InfraCap REIT Preferred ETF	Preferred Stock/Convertible Bonds, REIT	Feb 7, 2017	0.45%	11.1%	1.1%	7.5%	-53.0%	0.2	0.3	1.0	0.1	8.0%
PFFV	Global X Variable Rate Preferred ETF	Preferred Stock/Convertible Bonds	Jun 22, 2020	0.25%	7.4%	N/A	6.5%	-19.0%	0.3	0.4	1.1	0.2	5.5%
PFLD	AAM Low Duration Preferred and Income Securities ETF 144A	Preferred Stock/Convertible Bonds	Nov 19, 2019	0.45%	5.7%	N/A	5.8%	-33.2%	0.2	0.2	1.0	0.2	4.2%
PFXF	VanEck Vectors Preferred Securities ex Financials ETF	Preferred Stock/Convertible Bonds	Jul 16, 2012	0.41%	7.4%	4.8%	7.3%	-35.5%	0.1	0.3	1.0	0.1	4.7%
PGF	Invesco Financial Preferred ETF	Preferred Stock/Convertible Bonds	Dec 1, 2006	0.62%	3.6%	3.8%	5.9%	-75.7%	-0.0	0.0	1.0	-0.1	7.5%
PGX	Invesco Preferred ETF	Preferred Stock/Convertible Bonds	Jan 31, 2008	0.52%	4.7%	3.7%	6.5%	-66.4%	-0.1	-0.1	1.0	-0.1	7.6%
PREF	Principal Spectrum Preferred Secs Active ETF	Preferred Stock/Convertible Bonds, Actively Managed	Jul 10, 2017	0.55%	2.5%	2.0%	4.7%	-23.0%	0.3	0.3	1.1	0.2	4.2%
PSK	SPDR ICE Preferred Securities ETF	Preferred Stock/Convertible Bonds	Sep 16, 2009	0.45%	6.2%	4.0%	7.6%	-30.1%	0.1	0.2	1.0	0.1	6.3%
SPFF	Global X SuperIncome Preferred ETF	Preferred Stock/Convertible Bonds	Jul 17, 2012	0.58%	-0.8%	1.6%	7.0%	-35.9%	-0.4	-0.5	0.9	-0.3	8.8%
VRP	Invesco Variable Rate Preferred ETF	Preferred Stock/Convertible Bonds	May 1, 2014	0.50%	5.6%	4.0%	5.9%	-46.0%	0.5	0.7	1.1	0.5	3.8%

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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