Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

DADS vs PFXF

Shared holdings
1
DADS covered by PFXF
3.07%
PFXF covered by DADS
3.07%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DADS (Feb. 28, 2026)

SecurityWeight
WULF 2.75 02/01/306.88%
Customers Bancorp, Inc.4.86%
RIOT PLATFORMS INC CONV 0.75% 01/15/20304.66%
Bit Digital Inc4.42%
CORE SCIENTIFIC INC CONV 3% 09/01/2029 144A4.39%
GALAXY DIGITAL HOLDINGS LP CONV 2.5% 12/01/2029 144A4.21%
Semler Scientific Inc4.11%
IBM CORP4.07%
Cleanspark, Inc.4.04%
PAYPAL HOLDING3.96%
YieldMax Crypto Industry & Tech Portfolio Option Income ETF3.74%
FRANKLIN RES INC3.73%
COINBASE GLOBAL INC CV SR UNSEC 0.5% 06-01-263.70%
NVIDIA CORP3.69%
ACCENTURE CAPITA3.59%
ROBLOX CORP SR UNSECURED 144A 05/30 3.8753.57%
BLACKROCK FUND3.56%
XYZ 6.5 05/15/323.52%
NEXTERA ENERGY INC PREFFERD STOCK3.30%
GME 0 04/01/303.24%
VISA INC2.64%
WISDOMTREE INC CONV 3.25% 08/15/20292.55%
MASTERCARD INC2.50%
YieldMax Bitcoin Option Income Strategy ETF2.31%
Amplify Bitcoin Max Income Covered Call ETF2.22%
Bitdeer Technologies Group1.83%
YieldMax GOOGL Option Income Strategy ETF1.81%
Strive Inc1.48%
STRATEGY INC CONV 0.875% 03/15/20311.30%
FRST AM-GV OB-X0.10%
GAMESTOP CORP WTS0.03%

PFXF (March 31, 2026)

SecurityWeight
Boeing Co. (The), Conv. Pfd.8.95%
Oracle Corp., Series D6.17%
ALBEMARLE CORP PFD4.54%
STRATEGY INC CL A PFD FRN PRP3.85%
NEXTERA ENERGY INC PREFFERD STOCK3.07%
The Southern Company2.82%
State Street Navigator Securities Lending Portfolio II2.82%
HPE 7 5/82.66%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20282.32%
NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.2342.16%
PG&E Corp., Series A, Conv. Pfd.1.90%
AT&T Inc., Series C, Pfd.1.77%
STRATEGY INC SER A 10% PERP PFD1.63%
BTSG 6.75 02/01/271.56%
AT&T Inc PREFERRED STOCK1.54%
Strategy Inc PREFERRED STOCK1.35%
Duke Energy Corp., Series A, Pfd.1.33%
STRATEGY INC PREFERRED STOCK 101.31%
AT&T Inc., Series A, Pfd.1.29%
XEL 6 1/41.22%
NextEra Energy Capital Holdings, Inc., Series U, Pfd.1.19%
BRUKER CORP SER A PC1.07%
Southern Co. (The), Series 2020, Pfd.1.06%
Qwest Corp PREFERRED STOCK1.00%
Annaly Capital Management, Inc., Series F, Pfd.0.99%
Novanta Inc PREFERRED STOCK0.93%
QXO INC PREFERRED STOCK 05/28 5.50.87%
NextEra Energy Capital Holdings, Inc., Series N, Pfd.0.86%
SEMPRA PREFERRED STOCK 07/79 5.750.86%
Ford Motor Co PREFERRED STOCK0.85%
Ford Motor Co PREFERRED STOCK0.82%
DTE Energy Co., Series H, Pfd.0.78%
SOUTHERN CO/THE PREFERRED STOCK 03/85 6.50.77%
AGNC Investment Corp., Series F, Pfd.0.77%
CMS ENERGY CORP PREFERRED STOCK 03/79 5.8750.76%
CHS INC PFD0.76%
SCE Trust VII, Series M, Pfd.0.74%
CHS Inc0.72%
Southern Co. (The), Series C, Pfd.0.70%
Ford Motor Co PREFERRED STOCK0.69%
Qwest Corp PREFERRED STOCK0.69%
Telephone and Data Systems, Inc., Series VV, Pfd.0.67%
CHS Inc., Series 3, Pfd.0.65%
BROOKFIELD PROPERTY PREFERRED LP 6.25% 07/26/81 PFD0.64%
Duke Energy Corp PREFERRED STOCK0.64%
Rithm Capital Corp., Series D, Pfd.0.62%
Annaly Capital Management, Inc., Series I, Pfd.0.60%
Annaly Capital Management, Inc., Series G, Pfd.0.57%
CHS Inc., Series 2, Pfd.0.57%
AGNC Investment Corp., Series E, Pfd.0.55%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.