{
  "page": "compare",
  "query": {
    "a": "AAIIX",
    "b": "PFF"
  },
  "retrieved_at": "2026-07-07T19:23:14+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Ancora Income Fund",
    "ticker": "AAIIX",
    "slug": "AAIIX",
    "series_id": "S000004758",
    "html_url": "https://fundwatcher.app/funds/AAIIX/"
  },
  "fund_b": {
    "name": "iShares Preferred and Income Securities ETF",
    "ticker": "PFF",
    "slug": "PFF",
    "series_id": "S000013499",
    "html_url": "https://fundwatcher.app/funds/PFF/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1007833715894270108239984512",
    "coverage_b_by_a": "0.1007833715894270108239984513",
    "shared_count": 63,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Texas Capital Bancshares, Inc., Series B, Pfd.",
        "value": "1767200.00",
        "weight": "0.03566217",
        "shared": true
      },
      {
        "name": "TPG OPERATING GROUP II LP PREFERRED STOCK 03/64 6.95",
        "value": "1249000.00",
        "weight": "0.02520487",
        "shared": true
      },
      {
        "name": "Synchrony Financial, Series A, Pfd.",
        "value": "1207050.00",
        "weight": "0.02435832",
        "shared": true
      },
      {
        "name": "Merchants Bancorp Series E, 7.625%",
        "value": "1191500.00",
        "weight": "0.02404452",
        "shared": true
      },
      {
        "name": "CARLYLE FINANCE LLC PREFERRED STOCK 05/61 4.625",
        "value": "1050000.00",
        "weight": "0.02118904",
        "shared": true
      },
      {
        "name": "MONEY MARKET FUND",
        "value": "990225.50",
        "weight": "0.01998279",
        "shared": false
      },
      {
        "name": "Brookfield Infrastructure Finance ULC, Pfd.",
        "value": "981721.84",
        "weight": "0.01981119",
        "shared": true
      },
      {
        "name": "Rithm Capital Corp., 8.750%, due 11/15/2030",
        "value": "960000.00",
        "weight": "0.01937284",
        "shared": true
      },
      {
        "name": "FITB V0 PERP J",
        "value": "846987.94",
        "weight": "0.01709225",
        "shared": false
      },
      {
        "name": "Aspen Insurance Holdings Ltd., Pfd.",
        "value": "829638.07",
        "weight": "0.01674213",
        "shared": false
      },
      {
        "name": "F&G Annuities & Life Inc PREFERRED STOCK",
        "value": "804000.00",
        "weight": "0.01622475",
        "shared": true
      },
      {
        "name": "Fifth Third Bancorp DEPOSITARY SHARES REPRESENTING A 1/40TH OWNERSHIP INTEREST IN A SHARE OF 6.875% FIXED-RATE RESET NON-CUMULATIVE PERPETUAL PREFERRE",
        "value": "803951.00",
        "weight": "0.01622376",
        "shared": true
      },
      {
        "name": "Federal Agricultural Mortgage Corp., 5.250%, due 12/31/2099",
        "value": "791466.00",
        "weight": "0.01597182",
        "shared": true
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "787040.00",
        "weight": "0.01588250",
        "shared": false
      },
      {
        "name": "Citigroup Inc., Series AA",
        "value": "775563.75",
        "weight": "0.01565091",
        "shared": false
      },
      {
        "name": "ATHENE HOLDINGS 5.625% SER B PFD PERP",
        "value": "759731.20",
        "weight": "0.01533141",
        "shared": true
      },
      {
        "name": "Atlanticus Holdings Corp., Pfd.",
        "value": "752199.00",
        "weight": "0.01517941",
        "shared": true
      },
      {
        "name": "WEBSTER FINL CORP WATERBURY CT 5.25% PFD PERP F",
        "value": "723800.00",
        "weight": "0.01460631",
        "shared": true
      },
      {
        "name": "Redwood Trust, Inc., Pfd.",
        "value": "720000.00",
        "weight": "0.01452963",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "702000.00",
        "weight": "0.01416639",
        "shared": false
      },
      {
        "name": "Associated Banc-Corp, Series F, Pfd.",
        "value": "690900.00",
        "weight": "0.01394239",
        "shared": true
      },
      {
        "name": "COREBRIDGE FINANCIAL INC PREFERRED STOCK 12/64 6.375",
        "value": "683100.00",
        "weight": "0.01378498",
        "shared": true
      },
      {
        "name": "AXIS Capital Holdings Ltd., Series E, Pfd.",
        "value": "679000.00",
        "weight": "0.01370225",
        "shared": true
      },
      {
        "name": "Bank OZK, Series A, Pfd.",
        "value": "630400.00",
        "weight": "0.01272150",
        "shared": true
      },
      {
        "name": "Redwood Trust, Inc., 9.000%, 09/01/2029",
        "value": "611000.00",
        "weight": "0.01233000",
        "shared": false
      },
      {
        "name": "ASSURANT INC PREFERRED STOCK 01/61 5.25",
        "value": "597000.00",
        "weight": "0.01204748",
        "shared": true
      },
      {
        "name": "KEYCORP PREFERRED STOCK VAR",
        "value": "593250.00",
        "weight": "0.01197181",
        "shared": true
      },
      {
        "name": "AMG 6 3/4",
        "value": "582400.00",
        "weight": "0.01175285",
        "shared": true
      },
      {
        "name": "ARBOR REALTY TRUST INC SER D 6.375% PERP PFD",
        "value": "582400.00",
        "weight": "0.01175285",
        "shared": true
      },
      {
        "name": "JXN 8 PERP",
        "value": "573850.00",
        "weight": "0.01158032",
        "shared": true
      },
      {
        "name": "Synchrony Financial, Series B, Pfd.",
        "value": "566550.00",
        "weight": "0.01143300",
        "shared": true
      },
      {
        "name": "Atlanticus Holdings Corp PREFERRED STOCK",
        "value": "566100.00",
        "weight": "0.01142392",
        "shared": true
      },
      {
        "name": "AGNC Investment Corp., Series D, Pfd.",
        "value": "565340.00",
        "weight": "0.01140858",
        "shared": true
      },
      {
        "name": "Federal Agricultural Mortgage Corp., 5.750%, due 12/31/2099",
        "value": "540000.00",
        "weight": "0.01089722",
        "shared": false
      },
      {
        "name": "Globe Life Inc., Pfd.",
        "value": "539000.00",
        "weight": "0.01087704",
        "shared": true
      },
      {
        "name": "Aspen Insurance Holdings Ltd PREFERRED STOCK",
        "value": "538765.90",
        "weight": "0.01087232",
        "shared": false
      },
      {
        "name": "Global Net Lease, Inc., Series B, Pfd.",
        "value": "533500.00",
        "weight": "0.01076605",
        "shared": true
      },
      {
        "name": "Bank of Nova Scotia (The)",
        "value": "519680.00",
        "weight": "0.01048716",
        "shared": false
      },
      {
        "name": "SIRIUS XM HOLDINGS INC",
        "value": "519300.00",
        "weight": "0.01047949",
        "shared": false
      },
      {
        "name": "Stifel Financial Corp., Series D, Pfd.",
        "value": "516000.00",
        "weight": "0.01041290",
        "shared": true
      },
      {
        "name": "TORONTO DOM BANK",
        "value": "515709.50",
        "weight": "0.01040704",
        "shared": false
      },
      {
        "name": "Apollo Global Management, Inc., Pfd.",
        "value": "508600.00",
        "weight": "0.01026357",
        "shared": true
      },
      {
        "name": "WSBC 7 3/8 PERP",
        "value": "501000.00",
        "weight": "0.01011020",
        "shared": true
      },
      {
        "name": "RF 6.95 PERP",
        "value": "498000.00",
        "weight": "0.01004966",
        "shared": true
      },
      {
        "name": "First Horizon Corp.",
        "value": "495000.00",
        "weight": "0.00998912",
        "shared": false
      },
      {
        "name": "Enterprise Products Partners LP",
        "value": "491920.00",
        "weight": "0.00992697",
        "shared": false
      },
      {
        "name": "Arch Capital Group Ltd., Series F, Pfd.",
        "value": "487000.00",
        "weight": "0.00982768",
        "shared": true
      },
      {
        "name": "Enterprise Financial Services Corp., 5.000%, due 12/15/2026",
        "value": "485750.00",
        "weight": "0.00980245",
        "shared": false
      },
      {
        "name": "AGNC Investment Corp., Series F, Pfd.",
        "value": "485400.00",
        "weight": "0.00979539",
        "shared": true
      },
      {
        "name": "Green Brick Partners, Inc., 5.750%, due 12/23/2026",
        "value": "483327.00",
        "weight": "0.00975356",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "530762453.52",
        "weight": "0.03941560",
        "shared": false
      },
      {
        "name": "Oracle Corp., Series D",
        "value": "320534214.00",
        "weight": "0.02380359",
        "shared": false
      },
      {
        "name": "Wells Fargo & Co., Series L, Conv. Pfd.",
        "value": "305124435.00",
        "weight": "0.02265922",
        "shared": false
      },
      {
        "name": "ALBEMARLE CORP PFD",
        "value": "235116694.95",
        "weight": "0.01746029",
        "shared": false
      },
      {
        "name": "STRATEGY INC CL A PFD FRN PRP",
        "value": "199299051.84",
        "weight": "0.01480039",
        "shared": false
      },
      {
        "name": "Citigroup, Inc. 7.875% 10/30/40",
        "value": "187571829.05",
        "weight": "0.01392950",
        "shared": false
      },
      {
        "name": "Bank of America Corp., Series L, Conv. Pfd.",
        "value": "179630053.12",
        "weight": "0.01333973",
        "shared": false
      },
      {
        "name": "BLACKROCK CASH FUNDS",
        "value": "171344718.30",
        "weight": "0.01272444",
        "shared": false
      },
      {
        "name": "BLACKROCK GLOBAL",
        "value": "167079239.74",
        "weight": "0.01240768",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC PREFFERD STOCK",
        "value": "159285883.86",
        "weight": "0.01182893",
        "shared": false
      },
      {
        "name": "KKR & Company, Inc., Convertible, 6.250%",
        "value": "148058467.30",
        "weight": "0.01099515",
        "shared": true
      },
      {
        "name": "The Southern Company",
        "value": "146171936.80",
        "weight": "0.01085505",
        "shared": false
      },
      {
        "name": "HPE 7 5/8",
        "value": "137670210.41",
        "weight": "0.01022370",
        "shared": false
      },
      {
        "name": "JPMorgan Chase & Co., Series EE, Pfd.",
        "value": "130602941.25",
        "weight": "0.00969887",
        "shared": false
      },
      {
        "name": "MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028",
        "value": "120361316.58",
        "weight": "0.00893830",
        "shared": false
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT PFD",
        "value": "119559118.24",
        "weight": "0.00887873",
        "shared": false
      },
      {
        "name": "JPMorgan Chase & Co., Series DD, Pfd.",
        "value": "116801106.40",
        "weight": "0.00867391",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.234",
        "value": "112125141.14",
        "weight": "0.00832666",
        "shared": false
      },
      {
        "name": "Wells Fargo & Co., Series Z, Pfd.",
        "value": "101493193.00",
        "weight": "0.00753711",
        "shared": false
      },
      {
        "name": "JPMorgan Chase & Co., Series LL, Pfd.",
        "value": "100650070.00",
        "weight": "0.00747450",
        "shared": false
      },
      {
        "name": "JPMorgan Chase & Co., Series MM, Pfd.",
        "value": "99589105.00",
        "weight": "0.00739571",
        "shared": false
      },
      {
        "name": "PG&E Corp., Series A, Conv. Pfd.",
        "value": "98470529.55",
        "weight": "0.00731264",
        "shared": false
      },
      {
        "name": "AT&T Inc., Series C, Pfd.",
        "value": "91622763.20",
        "weight": "0.00680411",
        "shared": false
      },
      {
        "name": "STRATEGY INC SER A 10% PERP PFD",
        "value": "84696869.70",
        "weight": "0.00628978",
        "shared": false
      },
      {
        "name": "BTSG 6.75 02/01/27",
        "value": "80825021.20",
        "weight": "0.00600225",
        "shared": false
      },
      {
        "name": "JPMorgan Chase & Co., Series JJ, Pfd.",
        "value": "80241840.40",
        "weight": "0.00595894",
        "shared": false
      },
      {
        "name": "AT&T Inc PREFERRED STOCK",
        "value": "80002464.26",
        "weight": "0.00594116",
        "shared": false
      },
      {
        "name": "Capital One Financial Corp., Series I, Pfd.",
        "value": "79601612.95",
        "weight": "0.00591139",
        "shared": false
      },
      {
        "name": "Ares Management Corp., Series B, Conv. Pfd.",
        "value": "77211412.38",
        "weight": "0.00573389",
        "shared": false
      },
      {
        "name": "Goldman Sachs Group, Inc. (The), Series D, Pfd.",
        "value": "73213424.48",
        "weight": "0.00543699",
        "shared": false
      },
      {
        "name": "MS 6 5/8 PERP",
        "value": "71818072.68",
        "weight": "0.00533337",
        "shared": false
      },
      {
        "name": "Morgan Stanley, Series P, Pfd.",
        "value": "70765272.09",
        "weight": "0.00525519",
        "shared": false
      },
      {
        "name": "Strategy Inc PREFERRED STOCK",
        "value": "70151933.60",
        "weight": "0.00520964",
        "shared": false
      },
      {
        "name": "Morgan Stanley, Series I, Pfd.",
        "value": "69883195.92",
        "weight": "0.00518968",
        "shared": false
      },
      {
        "name": "Duke Energy Corp., Series A, Pfd.",
        "value": "69143390.10",
        "weight": "0.00513474",
        "shared": false
      },
      {
        "name": "STRATEGY INC PREFERRED STOCK 10",
        "value": "67661234.00",
        "weight": "0.00502467",
        "shared": false
      },
      {
        "name": "AT&T Inc., Series A, Pfd.",
        "value": "67062685.08",
        "weight": "0.00498022",
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      },
      {
        "name": "Morgan Stanley, Series K, Pfd.",
        "value": "66497161.59",
        "weight": "0.00493823",
        "shared": false
      },
      {
        "name": "Bank of America Corp., Series GG, Pfd.",
        "value": "64904082.84",
        "weight": "0.00481992",
        "shared": false
      },
      {
        "name": "Allstate Corp. (The), Series H, Pfd.",
        "value": "64693588.47",
        "weight": "0.00480429",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY SER O 4.5% PFD PERP",
        "value": "63511692.64",
        "weight": "0.00471652",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP SER J 5% PFD PERP",
        "value": "63418599.84",
        "weight": "0.00470961",
        "shared": false
      },
      {
        "name": "XEL 6 1/4",
        "value": "63165992.00",
        "weight": "0.00469085",
        "shared": false
      },
      {
        "name": "NextEra Energy Capital Holdings, Inc., Series U, Pfd.",
        "value": "61799229.00",
        "weight": "0.00458935",
        "shared": false
      },
      {
        "name": "Morgan Stanley, Series E, Pfd.",
        "value": "61774227.60",
        "weight": "0.00458749",
        "shared": false
      },
      {
        "name": "Morgan Stanley, Series F, Pfd.",
        "value": "60587332.80",
        "weight": "0.00449935",
        "shared": false
      },
      {
        "name": "Morgan Stanley, Series A, Pfd.",
        "value": "59251543.62",
        "weight": "0.00440015",
        "shared": false
      },
      {
        "name": "Bank of America Corp., Series KK, Pfd.",
        "value": "58093834.70",
        "weight": "0.00431418",
        "shared": false
      },
      {
        "name": "Athene Holding Ltd., Series A, Pfd.",
        "value": "57994636.40",
        "weight": "0.00430681",
        "shared": true
      },
      {
        "name": "Wells Fargo & Co., Series AA, Pfd.",
        "value": "57786223.68",
        "weight": "0.00429133",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001162044-26-000507",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1260667/000116204426000507/0001162044-26-000507-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-020821",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000094040026020821/0000940400-26-020821-index.htm"
    }
  ]
}