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ACVT vs SPIB

Advent Convertible Bond ETF vs State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

ACVT

Advent Convertible Bond ETF

Annual cost

0.65%

Fund size

$32M

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Annual cost

0.04%

Fund size

$11.6B

Key differences

Both ACVT and SPIB are fixed income ETFs. ACVT charges 0.65% a year and SPIB 0.04%. The main difference: ACVT follows a active selection strategy; SPIB uses index tracking.

  • ACVT follows a active selection strategy; SPIB uses index tracking.
  • SPIB costs 0.61% less per year.
  • SPIB is much larger than ACVT. Larger funds are usually more liquid and less likely to close.
  • SPIB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ACVTSPIB
Annual cost (TER)0.65%0.04%
Fund size (AUM)$32M$11.6B
Since20252009
Dividend yield1.46%4.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.9%+5.1%
CAGR 3YN/A+5.7%
CAGR 5YN/A+1.8%
Sharpe 3YN/A0.55
Volatility 1Y5.68%2.82%
Max drawdown-4.81%-14.94%

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

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