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 | Anfield Universal Fixed Income ETF cheaper diff. adviser | 67% | 1.08% | Regents Park Funds, LLC |
| 2 | Anfield Enhanced Market ETF cheaper | 32% | 1.21% | — |
| 3 | Regents Park Hedged Market Strategy ETF cheaper diff. adviser | 19% | 0.75% | Regents Park Funds, LLC |
| 4 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 12% | 1.68% | Regents Park Funds, LLC |
| 5 | AAM Low Duration Preferred and Income Securities ETF · PFLD cheaper diff. adviser | 10% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 6 | Fidelity Preferred Securities and Income ETF · FPFD cheaper diff. adviser | 10% | 0.59% | Fidelity Management & Research Company LLC |
| 7 | Invesco Variable Rate Preferred ETF · VRP cheaper diff. adviser | 7% | 0.50% | Invesco Capital Management LLC |
| 8 | Principal Spectrum Preferred Securities Active ETF · PREF cheaper diff. adviser | 6% | 0.55% | Principal Global Investors, LLC |
| 9 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF cheaper diff. adviser | 6% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 10 | Cohen & Steers Short Duration Preferred and Income Active ETF · CSSD | 5% | — | — |
| 11 | JPMorgan Preferred and Income Securities Fund · JPDRX, JPDAX, JPDIX, JPDCX cheaper diff. adviser | 5% | 0.57% | J.P. Morgan Investment Management, Inc. |
| 12 | Nuveen Core Plus Impact Fund | 5% | — | — |
| 13 | Destra Flaherty & Crumrine Preferred and Income Fund · DPIAX, DPICX, DPIIX cheaper diff. adviser | 5% | 1.20% | DFC PREFERRED ADVISORS LLC |
| 14 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD cheaper diff. adviser | 5% | 0.73% | Pacific Investment Management Company LLC |
| 15 | CHANNEL INCOME FUND · CPSIX diff. adviser | 5% | 1.40% | Channel Investment Partners LLC |
| 16 | Cohen & Steers Low Duration Preferred and Income Fund, Inc. · LPXAX, LPXCX, LPXIX, LPXRX, LPXZX, LPXFX cheaper diff. adviser | 5% | 0.60% | Cohen & Steers Capital Management, Inc. |
| 17 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX cheaper diff. adviser | 5% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 18 | BrandywineGLOBAL - Flexible Bond Fund · LFLAX, LFLCX, LFLIX, LFLSX cheaper diff. adviser | 4% | 0.65% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | Nuveen Preferred & Income Opportunities Fund | 4% | — | — |
| 20 | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 4% | — | — |
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