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Invesco KBW Convertible Securities ETF (KBWC)

convertible-securities hybrid-securities quarterly-dividends

This ETF offers exposure to an often-overlooked corner of the market: convertible securities. These hybrid instruments, which can be converted into common stock under certain conditions, aim to provide investors with potential upside participation in equity markets while offering some downside protection through their bond-like characteristics. For those seeking a balanced approach to income and growth, this fund presents an interesting proposition.

Key Info

AUM $22.20M
Expense Ratio 0.65%
Inception Date April 29, 2015
Distribution Frequency Quarterly
Weighting Method Modified Market Cap
Number of Holdings 54
Tracking Index KBW Nasdaq Convertible Securities Index

See Also

CWB ICVT FCOR

Last updated: September 10, 2024