Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Invesco Preferred ETF · PGX cheaper diff. adviser | 14% | 0.50% | Invesco Capital Management LLC |
| 2 | Invesco Financial Preferred ETF · PGF cheaper diff. adviser | 14% | 0.55% | Invesco Capital Management LLC |
| 3 | John Hancock Preferred Income ETF · JHPI cheaper diff. adviser | 12% | 0.54% | John Hancock Investment Management LLC |
| 4 | John Hancock Preferred Income Fund | 12% | — | — |
| 5 | Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated | 12% | — | — |
| 6 | John Hancock Preferred Income Fund III | 11% | — | — |
| 7 | John Hancock Preferred Income Fund II | 11% | — | — |
| 8 | Global X Variable Rate Preferred ETF · PFFV cheaper diff. adviser | 11% | 0.25% | Global X Management Company LLC |
| 9 | Destra Flaherty & Crumrine Preferred and Income Fund · DPIAX, DPICX, DPIIX diff. adviser | 11% | 1.20% | DFC PREFERRED ADVISORS LLC |
| 10 | Flaherty & Crumrine Preferred and Income Fund Incorporated | 10% | — | — |
| 11 | Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated | 10% | — | — |
| 12 | Flaherty & Crumrine Total Return Fund Incorporated | 10% | — | — |
| 13 | State Street(R) SPDR(R) ICE Preferred Securities ETF · PSK cheaper diff. adviser | 10% | 0.45% | SSGA Funds Management, Inc. |
| 14 | Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | 10% | — | — |
| 15 | iShares Preferred and Income Securities ETF · PFF cheaper diff. adviser | 10% | 0.45% | BlackRock Fund Advisors |
| 16 | Global X SuperIncome Preferred ETF · SPFF cheaper diff. adviser | 10% | 0.48% | Global X Management Company LLC |
| 17 | Virtus InfraCap U.S. Preferred Stock ETF · PFFA diff. adviser | 10% | 2.11% | Virtus Investment Advisers, LLC |
| 18 | Global X U.S. Preferred ETF · PFFD cheaper diff. adviser | 9% | 0.23% | Global X Management Company LLC |
| 19 | InfraCap REIT Preferred ETF · PFFR cheaper diff. adviser | 9% | 0.45% | Virtus Investment Advisers, LLC |
| 20 | North Square RCIM Tax-Advantaged Preferred and · QTPI cheaper diff. adviser | 9% | 0.60% | North Square Investments, LLC |
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