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 | Principal Spectrum Preferred Securities Active ETF · PREF | 6% | 0.55% | Principal Global Investors, LLC |
| 2 | Aristotle Core Income Fund · PLIAX, PLNCX, PLIIX, PLIDX, PLIHX | 5% | 0.45% | Aristotle Investment Services, LLC |
| 3 | Aristotle Short Duration Income Fund · PLADX, PLCSX, PLSDX, PLDSX, PLDHX | 5% | 0.39% | Aristotle Investment Services, LLC |
| 4 | Aristotle Core Bond Fund · PLEBX, PLEDX, PLEHX | 5% | 0.44% | Aristotle Investment Services, LLC |
| 5 | Nuveen Preferred Securities and Income Managed Accounts Portfoli · NISPX | 5% | 0.01% | — |
| 6 | Virtus Newfleet Securitized Income ETF · VABS | 4% | 0.39% | Virtus Investment Advisers, LLC |
| 7 | PIMCO Preferred and Capital Securities Fund · PFINX, PFPNX, PFANX, PFCJX, PFNNX | 4% | 1.13% | Pacific Investment Management Company LLC |
| 8 | Nuveen Variable Rate Preferred & Income Fund | 4% | — | — |
| 9 | Capital Securities Fund · PCSFX | 4% | 0.00% | Principal Global Investors, LLC |
| 10 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD | 3% | 0.73% | Pacific Investment Management Company LLC |
| 11 | Core Income Portfolio | 3% | 0.55% | Pacific Life Fund Advisors LLC |
| 12 | Aristotle Strategic Income Fund · PLCNX, PLSRX, PLSTX, PLSFX, PLSHX | 3% | 0.59% | Aristotle Investment Services, LLC |
| 13 | First Trust Institutional Preferred Securities and Income ETF · FPEI | 3% | 0.85% | First Trust Advisors L.P. |
| 14 | Virtus Newfleet CMBS MACS · VMAEX | 3% | 0.00% | Virtus Investment Advisers, LLC |
| 15 | Invesco Variable Rate Preferred ETF · VRP | 3% | 0.50% | Invesco Capital Management LLC |
| 16 | First Trust Intermediate Duration Preferred & Income Fund | 3% | — | — |
| 17 | Catalyst Enhanced Income Strategy Fund · EIXIX, EIXAX, EIXCX | 3% | 1.51% | — |
| 18 | First Trust Preferred Securities and Income Fund · FPEAX, FPECX, FPEFX, FPEIX, FPERX | 3% | 1.06% | First Trust Advisors L.P. |
| 19 | First Trust Preferred Securities and Income ETF · FPE | 3% | 0.83% | First Trust Advisors L.P. |
| 20 | AAM Low Duration Preferred and Income Securities ETF · PFLD | 3% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
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