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 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX | 54% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 2 | Cohen & Steers Short Duration Preferred and Income Active ETF · CSSD | 52% | — | — |
| 3 | Cohen & Steers Select Preferred & Income Fund, Inc. | 51% | — | — |
| 4 | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 50% | — | — |
| 5 | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 46% | — | — |
| 6 | Preferred Securities and Income SMA Shares · PISHX cheaper | 46% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 7 | Cohen & Steers Low Duration Preferred and Income Fund, Inc. · LPXAX, LPXCX, LPXIX, LPXRX, LPXZX, LPXFX | 38% | 0.60% | Cohen & Steers Capital Management, Inc. |
| 8 | COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | 29% | — | — |
| 9 | First Trust Institutional Preferred Securities and Income ETF · FPEI diff. adviser | 24% | 0.85% | First Trust Advisors L.P. |
| 10 | First Trust Preferred Securities and Income ETF · FPE diff. adviser | 23% | 0.83% | First Trust Advisors L.P. |
| 11 | Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX diff. adviser | 23% | 0.71% | Principal Global Investors, LLC |
| 12 | First Trust Intermediate Duration Preferred & Income Fund | 22% | — | — |
| 13 | Nuveen Preferred and Income ETF · NPFI cheaper diff. adviser | 22% | 0.56% | Nuveen Fund Advisors, LLC |
| 14 | First Trust Preferred Securities and Income Fund · FPEAX, FPECX, FPEFX, FPEIX, FPERX diff. adviser | 22% | 1.06% | First Trust Advisors L.P. |
| 15 | John Hancock Preferred Income ETF · JHPI cheaper diff. adviser | 22% | 0.54% | John Hancock Investment Management LLC |
| 16 | JPMorgan Preferred and Income Securities Fund · JPDRX, JPDAX, JPDIX, JPDCX cheaper diff. adviser | 21% | 0.57% | J.P. Morgan Investment Management, Inc. |
| 17 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD diff. adviser | 21% | 0.73% | Pacific Investment Management Company LLC |
| 18 | Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX | 21% | 0.68% | — |
| 19 | Nuveen Preferred & Income Opportunities Fund | 21% | — | — |
| 20 | Principal Spectrum Preferred and Income ETF · PQDI diff. adviser | 20% | 0.60% | Principal Global Investors, LLC |
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