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The Best Preferred Stock/Convertible Bonds ETFs

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

Number of ETFs
32
Avg. Expense Ratio
0.58%
Avg. Dividend Yield
5.64%
Avg. 1 Year Return
10.21%
Median Risk/Return Score
58 / 100
The Best Preferred Stock/Convertible Bonds ETFs

32 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Cohen & Steers Preferred and Income Opportunities ...Preferred Stock/Convertible BondsFeb 4, 20250.59%
3.20%
5.13%
76
Cohen & Steers Short Duration Preferred and Income...Preferred Stock/Convertible BondsDec 9, 20250.49%
2.61%
2.63%
SPDR Bloomberg Barclays Convertible Securities ETFPreferred Stock/Convertible BondsApr 14, 20090.40%
19.15%
12.55%
1.40%
82
Innovator S&P High Quality Preferred ETFPreferred Stock/Convertible BondsMay 24, 20160.47%
-2.15%
6.16%
12
Eaton Vance Preferred Securities and Income ETFPreferred Stock/Convertible BondsMar 3, 20260.39%1.08%
First Trust SSI Strategic Convertible Securities E...Preferred Stock/Convertible BondsNov 4, 20150.95%
21.56%
11.98%
1.23%
86
First Trust Preferred Securities & Income ETFPreferred Stock/Convertible BondsFeb 12, 20130.85%
0.74%
5.01%
5.85%
66
First Trust Institutional Preferred Securities & I...Preferred Stock/Convertible BondsAug 22, 20170.85%
1.77%
5.71%
78
Fidelity Preferred Securities & Income ETFPreferred Stock/Convertible BondsJun 15, 20210.59%
0.82%
5.15%
67
Goldman Sachs Access U.S. Preferred Stock and Hybr...Preferred Stock/Convertible BondsJul 30, 20240.45%
1.15%
5.66%
48
iShares Convertible Bond ETFPreferred Stock/Convertible BondsJun 2, 20150.20%
20.64%
13.54%
1.35%
86
Preferred-Plus ETFPreferred Stock/Convertible BondsDec 24, 20181.27%
John Hancock Preferred Income ETFPreferred Stock/Convertible BondsDec 14, 20210.54%
1.65%
5.80%
73
Nuveen Preferred And Income ETFPreferred Stock/Convertible BondsMar 5, 20240.55%
1.84%
6.39%
81
iShares Preferred and Income Securities ETFPreferred Stock/Convertible BondsMar 30, 20070.46%
2.23%
3.31%
5.51%
36
Virtus InfraCap U.S. Preferred Stock ETFPreferred Stock/Convertible BondsMay 15, 20181.47%
1.97%
9.72%
53
Global X U.S. Preferred ETFPreferred Stock/Convertible BondsSep 11, 20170.23%
1.91%
6.39%
28
ETRACS Monthly Pay 2xLeveraged Preferred Stock ETNPreferred Stock/Convertible Bonds, Leveraged BondsSep 25, 20180.85%
-0.97%
12.57%
16
InfraCap REIT Preferred ETFPreferred Stock/Convertible Bonds, REITFeb 7, 20170.45%
1.32%
8.25%
27
Global X Variable Rate Preferred ETFPreferred Stock/Convertible BondsJun 22, 20200.25%
2.70%
8.14%
36

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Best Preferred Stock/Convertible Bonds ETFs by Risk/Return Score

The top Preferred Stock/Convertible Bonds ETFs by PortfoliosLab Risk/Return Score are FCVT (86) and ICVT (86). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Preferred Stock/Convertible Bonds ETFs Over 5 Years

The top Preferred Stock/Convertible Bonds ETFs is ICVT (6.58%). Across the lineup, Preferred Stock/Convertible Bonds ETFs show an average 1-year return of 10.21% and an average 5-year return of 2.07%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Preferred Stock/Convertible Bonds ETFs

The top Preferred Stock/Convertible Bonds ETFs is ICVT (0.20%). With an average expense ratio of 0.58%, Preferred Stock/Convertible Bonds ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Preferred Stock/Convertible Bonds ETFs

The top Preferred Stock/Convertible Bonds ETFs is PFFL (12.57%). Across the lineup, Preferred Stock/Convertible Bonds ETFs show an average dividend yield of 5.64%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Top ETFs Categories


Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

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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