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ACVT vs FLOT

Advent Convertible Bond ETF vs iShares Floating Rate Bond ETF

ACVT

Advent Convertible Bond ETF

Annual cost

0.65%

Fund size

$32M

FLOT

iShares Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$9.5B

Key differences

Both ACVT and FLOT are fixed income ETFs. ACVT charges 0.65% a year and FLOT 0.15%. The main difference: ACVT follows a active selection strategy; FLOT uses index tracking.

  • ACVT follows a active selection strategy; FLOT uses index tracking.
  • FLOT costs 0.50% less per year.
  • FLOT is much larger than ACVT. Larger funds are usually more liquid and less likely to close.
  • FLOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ACVTFLOT
Annual cost (TER)0.65%0.15%
Fund size (AUM)$32M$9.5B
Since20252011
Dividend yield1.46%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.9%+4.9%
CAGR 3YN/A+5.6%
CAGR 5YN/A+4.2%
Sharpe 3YN/A1.40
Volatility 1Y5.68%0.75%
Max drawdown-4.81%-13.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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