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
- 30
- Avg. Expense Ratio
- 0.57%
- Avg. Dividend Yield
- 5.72%
- Avg. 1 Year Return
- 7.88%
- Median Risk/Return Score
- 46 / 100
The Best Preferred Stock/Convertible Bonds ETFs
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| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Preferred Shares UCITS ETF EUR Hedged Dist | Preferred Stock/Convertible Bonds | Dec 10, 2018 | 0.55% | -1.41% | — | 5.53% | 8 |
Best Preferred Stock/Convertible Bonds ETFs by Risk/Return Score
The top Preferred Stock/Convertible Bonds ETFs by PortfoliosLab Risk/Return Score are ICVT (80) and NPFI (80).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| iShares Convertible Bond ETF | 80 | 7.36B | Jun 2015 | |
| Nuveen Preferred And Income ETF | 80 | 169.43M | Mar 2024 | |
| First Trust SSI Strategic Convertible Securities E... | 77 | 117.54M | Nov 2015 | |
| AAM Low Duration Preferred and Income Securities E... | 77 | 487.73M | Nov 2019 | |
| First Trust Institutional Preferred Securities & I... | 74 | 1.90B | Aug 2017 |
Best-Performing Preferred Stock/Convertible Bonds ETFs Over 5 Years
The top Preferred Stock/Convertible Bonds ETFs is ICVT (6.11%).
Across the lineup, Preferred Stock/Convertible Bonds ETFs show an average 1-year return of 7.88% and an average 5-year return of 1.77%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares Convertible Bond ETF | 6.11% | 7.36B | Jun 2015 | |
| First Trust SSI Strategic Convertible Securities E... | 6.00% | 117.54M | Nov 2015 | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 5.83% | 6.22B | Apr 2009 | |
| Virtus InfraCap U.S. Preferred Stock ETF | 5.61% | 2.37B | May 2018 | |
| Invesco Variable Rate Preferred ETF | 4.29% | 2.97B | May 2014 |
Lowest-Cost Preferred Stock/Convertible Bonds ETFs
The top Preferred Stock/Convertible Bonds ETFs is ICVT (0.20%).
With an average expense ratio of 0.57%, Preferred Stock/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% | 7.36B | Jun 2015 | |
| Global X U.S. Preferred ETF | 0.23% | 2.14B | Sep 2017 | |
| Global X Variable Rate Preferred ETF | 0.25% | 304.83M | Jun 2020 | |
| Eaton Vance Preferred Securities and Income ETF | 0.39% | 35.16M | Mar 2026 | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 0.40% | 6.22B | Apr 2009 |
Highest-Yield Preferred Stock/Convertible Bonds ETFs
The top Preferred Stock/Convertible Bonds ETFs is PFFL (13.23%).
Across the lineup, Preferred Stock/Convertible Bonds ETFs show an average dividend yield of 5.72%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN | 13.23% | 4.52M | Sep 2018 | |
| Virtus InfraCap U.S. Preferred Stock ETF | 9.88% | 2.37B | May 2018 | |
| InfraCap REIT Preferred ETF | 8.23% | 114.96M | Feb 2017 | |
| Global X Variable Rate Preferred ETF | 8.15% | 304.83M | Jun 2020 | |
| SPDR ICE Preferred Securities ETF | 7.08% | 705.10M | Sep 2009 |
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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.
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5 Years