{
  "page": "compare",
  "query": {
    "a": "JPDIX",
    "b": "FPE"
  },
  "retrieved_at": "2026-07-07T18:47:06+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": "JPMorgan Preferred and Income Securities Fund",
    "ticker": "JPDIX",
    "slug": "JPDIX",
    "series_id": "S000075349",
    "html_url": "https://fundwatcher.app/funds/JPDIX/"
  },
  "fund_b": {
    "name": "First Trust Preferred Securities and Income ETF",
    "ticker": "FPE",
    "slug": "FPE",
    "series_id": "S000034980",
    "html_url": "https://fundwatcher.app/funds/FPE/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2847384458912821096399102926",
    "coverage_b_by_a": "0.2847384458912821096399102927",
    "shared_count": 76,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "JPMorgan Prime Money Market Fund, IM Shares",
        "value": "62217068.22",
        "weight": "0.03177647",
        "shared": false
      },
      {
        "name": "UBS V9.25 PERP 144A",
        "value": "56899846.76",
        "weight": "0.02906077",
        "shared": false
      },
      {
        "name": "Invesco Preferred ETF",
        "value": "41903232.00",
        "weight": "0.02140147",
        "shared": false
      },
      {
        "name": "SANTAN 9 5/8 PERP",
        "value": "40644489.60",
        "weight": "0.02075859",
        "shared": true
      },
      {
        "name": "HSBC Holdings PLC",
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      {
        "name": "Wells Fargo & Co.",
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      },
      {
        "name": "BNP V7.75 PERP 144A",
        "value": "39695784.19",
        "weight": "0.02027405",
        "shared": true
      },
      {
        "name": "SCHW V4 PERP H",
        "value": "37320625.03",
        "weight": "0.01906097",
        "shared": true
      },
      {
        "name": "ING Groep NV",
        "value": "37083231.92",
        "weight": "0.01893972",
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      },
      {
        "name": "Bank of America Corp.",
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      },
      {
        "name": "Banco Bilbao Vizcaya Argentaria S.A.",
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      },
      {
        "name": "The PNC Financial Services Group, Inc.",
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      },
      {
        "name": "Goldman Sachs Group, Inc. (The), Series X",
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      {
        "name": "CRBG V6.875 PERP",
        "value": "29450473.25",
        "weight": "0.01504140",
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      },
      {
        "name": "BANK OF AMERICA CORP REGD V/R /PERP/ 6.25000000",
        "value": "27914120.18",
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      },
      {
        "name": "Toronto-Dominion Bank/The",
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      },
      {
        "name": "LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR",
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      },
      {
        "name": "Citigroup Inc., Series DD",
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      },
      {
        "name": "MS 6 5/8 PERP",
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      },
      {
        "name": "C V6.875 PERP GG",
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      },
      {
        "name": "NWG 8 1/8 PERP",
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      {
        "name": "NextEra Energy Capital Holdings, Inc., Series U, Pfd.",
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      {
        "name": "Truist Financial Corp., Series N",
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      {
        "name": "GS V6.85 PERP",
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      {
        "name": "ENBRIDGE INC SUBORDINATED 01/84 VAR",
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      },
      {
        "name": "Wells Fargo & Co., Series Z, Pfd.",
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      },
      {
        "name": "BARCLAYS PLC REGD V/R /PERP/ 9.62500000",
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      {
        "name": "STT V6.7 PERP I",
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      {
        "name": "Energy Transfer LP",
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      {
        "name": "Credit Agricole SA",
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      {
        "name": "METLIFE INC JR SUBORDINA 144A 04/68 9.25",
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      },
      {
        "name": "Wells Fargo & Co.",
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      },
      {
        "name": "USB V3.7 PERP",
        "value": "17511760.71",
        "weight": "0.00894388",
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      },
      {
        "name": "DOMINION ENERGY",
        "value": "16755530.41",
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      },
      {
        "name": "UBS V7 PERP 144",
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      },
      {
        "name": "ENBRIDGE INC SUBORDINATED 07/80 VAR",
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      },
      {
        "name": "ET V7.125 PERP G",
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      {
        "name": "Morgan Stanley, Series P, Pfd.",
        "value": "15073110.12",
        "weight": "0.00769837",
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      },
      {
        "name": "Societe Generale SA (pfd) 9.38% 05/22/2174 Perpetual",
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      {
        "name": "BNP V9.25 PERP 144A",
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      {
        "name": "The PNC Financial Services Group, Inc.",
        "value": "14632266.87",
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      {
        "name": "SCE Trust VIII, Series N, Pfd.",
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      {
        "name": "FITB V0 PERP H",
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      {
        "name": "BNP V6.875 PERP 144A",
        "value": "14127170.03",
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      },
      {
        "name": "METLIFE CAPITAL TRUST IV PFD 144A LIFE JR SUB (H) 7.875% 12-15-67/37",
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      },
      {
        "name": "AXP 3.55 PERP",
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        "shared": false
      },
      {
        "name": "HSBC Holdings PLC Floating rate, Due 12/31/2049",
        "value": "13132956.86",
        "weight": "0.00670747",
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      },
      {
        "name": "TRANSCANADA TRUST REGD V/R 5.50000000",
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      {
        "name": "Bank of Nova Scotia (The)",
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    "b_top": [
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        "name": "Bank of America Corp.",
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      {
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      {
        "name": "BARCLAYS PLC REGD V/R /PERP/ 8.00000000",
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        "shared": true
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      {
        "name": "NextEra Energy Capital Holdings, Inc., Series U, Pfd.",
        "value": "88923392.00",
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      {
        "name": "JPMorgan Chase & Co., Series NN",
        "value": "85842051.75",
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      {
        "name": "XEL 6 1/4",
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      {
        "name": "CREDIT AGRICOLE SA F2V",
        "value": "78170535.91",
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      {
        "name": "C V6.625 PERP",
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      {
        "name": "BNP V7.2 PERP 144A",
        "value": "72157517.70",
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      },
      {
        "name": "T-MOBILE USA INC PREFERRED STOCK 03/70 5.5",
        "value": "69287332.20",
        "weight": "0.01102272",
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      },
      {
        "name": "COREBRIDGE FINANCIAL INC PREFERRED STOCK 12/64 6.375",
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        "weight": "0.01095069",
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      },
      {
        "name": "SCHW V4 PERP H",
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        "weight": "0.01085653",
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      },
      {
        "name": "HIG F 02/12/47 ICON",
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      {
        "name": "Goldman Sachs Group, Inc. (The), Series X",
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      {
        "name": "Bank of Montreal",
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        "weight": "0.01018954",
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      {
        "name": "DTE Energy Co., Series H, Pfd.",
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      {
        "name": "American AgCredit Corp",
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      {
        "name": "AEGON Funding Company, LLC, 5.100%",
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      {
        "name": "ESGR 7 PERP",
        "value": "60528433.00",
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      {
        "name": "BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual",
        "value": "60294369.50",
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      {
        "name": "SANTAN 9 5/8 PERP",
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        "weight": "0.00958374",
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      },
      {
        "name": "F&G Annuities & Life Inc PREFERRED STOCK",
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      },
      {
        "name": "ING GROEP NV JR SUBORDINA 12/99 VAR",
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      {
        "name": "Bell Canada",
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      {
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      {
        "name": "DOMINION ENERGY",
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      {
        "name": "AMER ELEC PWR",
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      },
      {
        "name": "LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR",
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      {
        "name": "HSBC HOLDINGS PLC JR SUBORDINA 12/99 VAR",
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      {
        "name": "HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR",
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      },
      {
        "name": "Bank of Nova Scotia (The)",
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      {
        "name": "Credit Agricole SA",
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      },
      {
        "name": "CANADIAN IMPERIAL BANK OF COMM JR SUBORDINA 10/85 VAR",
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      },
      {
        "name": "TORONTO DOM BANK",
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      },
      {
        "name": "F&G Annuities & Life Inc PREFERRED STOCK",
        "value": "44473000.75",
        "weight": "0.00707508",
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      },
      {
        "name": "Aspen Insurance Holdings Ltd.",
        "value": "44223325.02",
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      },
      {
        "name": "ATHENE HOLDINGS 7.25%/VAR PFD 03/30/2064",
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      },
      {
        "name": "HSBC Holdings PLC Floating rate, Due 12/31/2049",
        "value": "43102657.20",
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      },
      {
        "name": "NWG 8 1/8 PERP",
        "value": "42088420.49",
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      },
      {
        "name": "ING Groep NV",
        "value": "41551702.28",
        "weight": "0.00661034",
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      },
      {
        "name": "Mitsubishi UFJ Financial Group, Inc.",
        "value": "40825417.50",
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      {
        "name": "GLOBAL ATLANTIC FIN CO REGD V/R 144A P/P 7.25000000",
        "value": "40518508.31",
        "weight": "0.00644597",
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      },
      {
        "name": "The PNC Financial Services Group, Inc.",
        "value": "40381202.55",
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      },
      {
        "name": "DOMINION ENERGY",
        "value": "40329431.55",
        "weight": "0.00641589",
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      },
      {
        "name": "Ares Finance Company III, LLC 4.125%, Fixed until 06/30/2026",
        "value": "40277102.39",
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      },
      {
        "name": "LAND O LAKES INC JR SUBORDINA 144A 12/99 7",
        "value": "39710330.80",
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        "shared": false
      },
      {
        "name": "BBVA MEXICO SA INSTITUCION DE BANCA MULTIPLE GRUPO FINANCIERO BBVA MEXICO/TX",
        "value": "39218886.67",
        "weight": "0.00623922",
        "shared": false
      },
      {
        "name": "BNS V7.35 04/27/85",
        "value": "39150518.40",
        "weight": "0.00622834",
        "shared": false
      },
      {
        "name": "Wells Fargo & Co.",
        "value": "38761196.39",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012761",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1659326/000207169126012761/0002071691-26-012761-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-024906",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1424212/000094040026024906/0000940400-26-024906-index.htm"
    }
  ]
}