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 | NORTH SQUARE PREFERRED AND INCOME SECURITIES FUND · ORDNX | 22% | 0.97% | North Square Investments, LLC |
| 2 | NORTH SQUARE CORE PLUS BOND FUND · STTIX cheaper | 16% | 0.59% | North Square Investments, LLC |
| 3 | Invesco U.S. Hybrid Bond ETF cheaper | 14% | 0.40% | — |
| 4 | Invesco Variable Rate Preferred ETF · VRP cheaper diff. adviser | 13% | 0.50% | Invesco Capital Management LLC |
| 5 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD diff. adviser | 12% | 0.73% | Pacific Investment Management Company LLC |
| 6 | Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser | 11% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 7 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF cheaper diff. adviser | 10% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 8 | John Hancock Preferred Income ETF · JHPI cheaper diff. adviser | 10% | 0.54% | John Hancock Investment Management LLC |
| 9 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX diff. adviser | 10% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 10 | First Trust Institutional Preferred Securities and Income ETF · FPEI diff. adviser | 9% | 0.85% | First Trust Advisors L.P. |
| 11 | Cohen & Steers Select Preferred & Income Fund, Inc. | 9% | — | — |
| 12 | Intermediate Bond Portfolio cheaper diff. adviser | 9% | 0.44% | Pacific Life Fund Advisors LLC |
| 13 | NYLI MacKay Strategic Bond Fund · MASAX, MSICX, MSDIX, MSYDX, MSYEX cheaper diff. adviser | 9% | 0.62% | New York Life Investment Management LLC |
| 14 | Principal Spectrum Preferred Securities Active ETF · PREF cheaper diff. adviser | 9% | 0.55% | Principal Global Investors, LLC |
| 15 | AAM Low Duration Preferred and Income Securities ETF · PFLD cheaper diff. adviser | 9% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 16 | Federated Hermes Total Return Bond Fund · FTRFX, TLRAX, TLRCX, FTRKX, FTRBX, FTRLX cheaper diff. adviser | 9% | 0.38% | Federated Advisory Services Company, Federated Investment Management Company |
| 17 | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 9% | — | — |
| 18 | Impax Core Bond Fund · PXBIX, PAXBX cheaper diff. adviser | 8% | 0.46% | Impax Asset Management LLC |
| 19 | MetLife Core Plus Bond Fund · LPCIX, LPCYX cheaper diff. adviser | 8% | 0.45% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 20 | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 8% | — | — |
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