— Know what they know.
Not Investment Advice

SBFCX

Victory Investment Grade Convertible Fund Class A
1W: -0.7% 1M: -4.1% 3M: -6.8% YTD: -2.8% 1Y: -4.5% 3Y: +15.4% 5Y: +7.1%
$17.68
+0.00 (+0.00%)
 
Weekly Expected Move ±0.6%
$17 $18 $18 $18 $18
ETF NASDAQ · AUM $226.6M

Similar ETFs

20 peers by holdings overlap (56 holdings)
QCON
American Century Quality Convertible Securities ETF
64.7%
Shared3 holdings
Total6
AUM$50M
Price$47.91
CCD
Calamos Dynamic Convertible and Income Fund
43.2%
Shared3 holdings
Total17
AUM$643M
Price$22.82
CHY
Calamos Convertible and High Income Fund
41.4%
Shared3 holdings
Total17
AUM$941M
Price$11.72
CHI
Calamos Convertible Opportunities and Income Fund
41.3%
Shared3 holdings
Total17
AUM$934M
Price$11.57
VBF
Invesco Bond Fund
30.4%
Shared3 holdings
Total7
AUM$162M
Price$14.15
FCVSX
Fidelity Convertible Securities Fund
27.2%
Shared4 holdings
Total42
AUM$2.7B
Price$41.84
CWB
State Street SPDR Bloomberg Convertible Securities ETF
22.9%
Shared3 holdings
Total18
AUM$6.2B
Price$102.05
FCVT
First Trust SSI Strategic Convertible Securities ETF
22.1%
Shared3 holdings
Total13
AUM$102M
Price$49.81
AVK
Advent Convertible and Income Fund
10.5%
Shared4 holdings
Total28
AUM$511M
Price$11.57
HPS
John Hancock Preferred Income Fund III
8.7%
Shared3 holdings
Total79
AUM$390M
Price$12.15
HPF
John Hancock Preferred Income Fund II
8.2%
Shared3 holdings
Total81
AUM$296M
Price$13.65
HPI
John Hancock Preferred Income Fund
8.0%
Shared3 holdings
Total81
AUM$379M
Price$14.15
PFF
iShares Preferred and Income Securities ETF
4.8%
Shared3 holdings
Total438
AUM$12.8B
Price$29.56
PDT
John Hancock Premium Dividend Fund
4.3%
Shared3 holdings
Total85
AUM$579M
Price$11.78
HTD
John Hancock Tax-Advantaged Dividend Income Fund
2.9%
Shared3 holdings
Total80
AUM$788M
Price$22.25
CVY
Invesco Zacks Multi-Asset Income ETF
2.5%
Shared3 holdings
Total148
AUM$114M
Price$28.61
IYLD
iShares Morningstar Multi-Asset Income ETF
1.7%
Shared3 holdings
Total2,213
AUM$123M
Price$21.62
USCO.MI
ETF
1.0%
Shared11 holdings
Total—
AUM—
Price—
USCE.MI
ETF
1.0%
Shared11 holdings
Total—
AUM—
Price—
FSDIX
Fidelity Strategic Dividend & Income
0.9%
Shared4 holdings
Total346
AUM$5.6B
Price$19.21

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
SBFCX $227M 6 16.6% 11.8 1.4 2.0 11.7% 16.9% 2.18% +10.3% +14.2% 46.8 6.5
QCON $50M 6 10.4% 11.4 1.3 2.0 11.8% 17.4% 1.37% -5.6% +15.0% 48.7 6.1
CCD $643M 17 8.7% 13.0 1.5 2.1 11.2% 16.1% 2.03% +9.0% +15.3% 46.9 7.0
CHY $941M 17 7.5% 13.0 1.5 2.1 11.3% 15.6% 2.62% +7.9% +15.5% 46.0 6.9
CHI $934M 17 7.5% 13.0 1.5 2.1 11.3% 15.6% 2.61% +8.0% +15.4% 46.0 6.9
VBF $162M 7 3.3% 13.0 1.9 2.1 14.8% 16.6% 2.24% +12.2% +23.0% 35.4 6.0
FCVSX $2.7B 42 7.8% 3.8 1.1 1.5 31.5% 39.6% 2.84% +34.2% +36.2% 50.2 5.8
CWB $6.2B 18 9.7% 11.7 1.3 2.0 10.9% 16.4% 1.61% +21.7% +10.5% 41.3 5.7
FCVT $102M 13 13.2% 13.8 1.7 2.5 11.2% 16.1% 1.33% +26.7% +13.0% 49.8 6.1
AVK $511M 28 11.4% 17.2 3.8 3.6 24.3% 20.8% 1.04% +17.6% +20.4% 47.0 5.5
HPS $390M 79 20.1% 12.7 1.4 1.9 8.6% 13.5% 4.07% +18.1% +37.5% 41.8 5.8

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms