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FLTRVanEck IG Floating Rate ETF

Get income15y track recordRanked #75 of 1,706 in this goal

Seeks to replicate the price and yield performance of the MVIS US Investment Grade Floating Rate Index.

By VanEck · Launched 2011

Annual Cost

0.14%

#557 of 6,040 · low cost

Fund Size

$3.2B

#597 of 6,040 · large

Return (1Y)

+4.9%

Track Record

15 years

#883 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,420+4.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

MVIS US Investment Grade Floating Rate Index

Holdings

By weight

Concentration

Top 10 holdings = 9.2% of funddiversified

COMMONWEALTH BANK AUST
1.3%
HSBC HOLDINGS PLC
1.1%
HSBC HOLDINGS PLC
1.0%
SUMITOMO MITSUI TR BK LT
0.9%
MITSUBISHI UFJ FIN GRP
0.9%
ABBOTT LABORATORIES
0.9%
AMAZON.COM INC
0.9%
SUMITOMO MITSUI FINL GRP
0.8%
AUST & NZ BANKING GROUP
0.7%
SUMITOMO MITSUI FINL GRP
0.7%

Asset allocation

Bonds
99.6%
Cash
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.8%Low

Year-on-year price swings

Max drawdown
-17.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.22Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection

Bond profile

Duration

4.5 years

Avg maturity

10.0 years

Credit ratings

US Government
0.8%
AA
21.4%
A
57.6%
BBB
20.5%
BB
0.1%
Other
0.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to replicate the price and yield performance of the MVIS US Investment Grade Floating Rate Index.
Strategy
Invests at least 80% of assets in floating rate notes issued by U.S. public reporting companies, using a passive indexing approach to approximate the Floating Rate Index. May concentrate investments in the financials sector.
Inception date
April 25, 2011
Fund family
VanEck

Next steps

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Data updated on 2026-09-18