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 | YORKTOWN SHORT-TERM BOND FD · AFMMX, APIMX, APIBX | 12% | 0.80% | Yorktown Management and Research Company, Inc. |
| 2 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD diff. adviser | 9% | 0.73% | Pacific Investment Management Company LLC |
| 3 | Nuveen Preferred & Income Opportunities Fund | 7% | — | — |
| 4 | Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX cheaper | 7% | 0.68% | — |
| 5 | Nuveen Preferred and Income ETF · NPFI cheaper diff. adviser | 7% | 0.56% | Nuveen Fund Advisors, LLC |
| 6 | Invesco Variable Rate Preferred ETF · VRP cheaper diff. adviser | 7% | 0.50% | Invesco Capital Management LLC |
| 7 | Principal Spectrum Preferred Securities Active ETF · PREF cheaper diff. adviser | 7% | 0.55% | Principal Global Investors, LLC |
| 8 | PIMCO Preferred and Capital Securities Fund · PFINX, PFPNX, PFANX, PFCJX, PFNNX diff. adviser | 6% | 1.13% | Pacific Investment Management Company LLC |
| 9 | BMC FUND INC | 6% | — | — |
| 10 | Nuveen Variable Rate Preferred & Income Fund | 6% | — | — |
| 11 | Invesco Global Strategic Income Fund diff. adviser | 6% | 0.71% | Invesco Advisers, Inc. |
| 12 | Capital Securities Fund · PCSFX cheaper diff. adviser | 6% | 0.00% | Principal Global Investors, LLC |
| 13 | PIMCO Moderate Duration Portfolio diff. adviser | 6% | — | Pacific Investment Management Company LLC |
| 14 | Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX diff. adviser | 6% | 0.71% | Principal Global Investors, LLC |
| 15 | Brigade High Income Fund · BHIMX, BHIIX cheaper diff. adviser | 6% | 0.53% | Brigade Capital Management, LP |
| 16 | Unlimited Hfnd Multi-strategy Return Tracker ETF · HFND diff. adviser | 6% | 1.07% | Tidal Investments LLC |
| 17 | Flaherty & Crumrine Preferred and Income Fund Incorporated | 6% | — | — |
| 18 | Invesco V.I. Global Strategic Income Fund diff. adviser | 6% | 0.93% | Invesco Advisers, Inc. |
| 19 | Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated | 6% | — | — |
| 20 | Unlimited Hfgm Global Macro ETF · HFGM diff. adviser | 6% | 1.01% | Tidal Investments LLC |
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