{
  "page": "compare",
  "query": {
    "a": "STAYX",
    "b": "PREF"
  },
  "retrieved_at": "2026-07-07T17:53:15+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": "TAX-ADVANTAGED INCOME FUND",
    "ticker": "STAYX",
    "slug": "STAYX",
    "series_id": "S000016947",
    "html_url": "https://fundwatcher.app/funds/STAYX/"
  },
  "fund_b": {
    "name": "Principal Spectrum Preferred Securities Active ETF",
    "ticker": "PREF",
    "slug": "PREF",
    "series_id": "S000054767",
    "html_url": "https://fundwatcher.app/funds/PREF/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1108516746604110639426446839",
    "coverage_b_by_a": "0.1108516746604110639426446840",
    "shared_count": 40,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
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      },
      {
        "name": "Puerto Rico, General Obligation Bonds, Clawback Highway Transportation Authority Claims Taxable Series 2022",
        "value": "12152888.55",
        "weight": "0.01482005",
        "shared": false
      },
      {
        "name": "TX WTR DEV BRD-A -REV",
        "value": "10886701.35",
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      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000",
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      },
      {
        "name": "U.S. Treasury Bills",
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      },
      {
        "name": "TAKE BACK & EXIT FACILITY RATE  8.5 MATURITY DATE 10/21/2027",
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      },
      {
        "name": "North Fort Bend Water Authority, Series 2019, RB",
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        "weight": "0.01015010",
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      },
      {
        "name": "Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 2018",
        "value": "8309617.36",
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        "name": "M-S-R Energy Authority, Series 2009 C",
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        "name": "TOBACCO SETTLEMENT FIN AUTH WV TOBGEN 06/47 ZEROCPNOID 0",
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      {
        "name": "TOBACCO SETTLEMENT FING CORP R TOBGEN 06/50 FIXED 5",
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      },
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        "name": "Australia and New Zealand Banking Group Ltd.",
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        "name": "FHLMC Multifamily VRD Certificates",
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      {
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      {
        "name": "Puerto Rico Electric Power Authority, Series UU",
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        "name": "OH BUCGEN 5 06/01/2055",
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      {
        "name": "VIRGINIA ST SMALL BUSINESS FIN VIRGINIA SMALL BUSINESS FINANCING AUTHORITY",
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      {
        "name": "UBS Group AG",
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      {
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        "name": "FRETE ML-15 TRUST",
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      {
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      {
        "name": "CALIFORNIA HSG FIN AGY LTD OBL CALIFORNIA HOUSING FINANCE AGENCY",
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      {
        "name": "ING Groep NV (pfd) 5.75% 11/16/2174 Perpetual",
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      {
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      {
        "name": "UNITED AIRLINES INC 5.5% 07-15-35",
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      {
        "name": "BENLOCH RANCH IMPROV SR UNSECURED 144A 12/51 10",
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      {
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      {
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      {
        "name": "NY TRNSPRTN DEV-AMT",
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      {
        "name": "Huntington Bancshares, Inc. Series G, 4.450%, to 10/15/2027",
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      {
        "name": "MISSOURI ST DEV FIN BRD MOSDEV 05/55 FIXED OID 5.25",
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      {
        "name": "TORONTO DOM BANK",
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    ],
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      {
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      {
        "name": "Bank of Nova Scotia (The)",
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      {
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      },
      {
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      {
        "name": "JPMorgan Chase & Co., Series OO",
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      {
        "name": "ENBRIDGE INC SUBORDINATED 01/84 VAR",
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      {
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        "name": "Bank of Montreal",
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        "name": "Energy Transfer L.P.",
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        "name": "Goldman Sachs Group, Inc. (The), Series X",
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      {
        "name": "NEXTERA ENERGY",
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      {
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      {
        "name": "AMER ELEC PWR",
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      {
        "name": "COF V3.95 PERP M",
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      {
        "name": "Dai-ichi Life Insurance Co., Ltd. (The)",
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      },
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        "name": "Truist Financial Corp., Series N",
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      },
      {
        "name": "State Street Corp., Series J",
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      },
      {
        "name": "REINSURANCE GRP",
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        "name": "ALLIANT ENERGY",
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      },
      {
        "name": "BP Capital Markets PLC",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002048251-26-003440",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/701817/000204825126003440/0002048251-26-003440-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-043492",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1572661/000141036826043492/0001410368-26-043492-index.htm"
    }
  ]
}