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 | First Trust Preferred Securities and Income ETF · FPE cheaper | 67% | 0.83% | First Trust Advisors L.P. |
| 2 | First Trust Preferred Securities and Income Fund · FPEAX, FPECX, FPEFX, FPEIX, FPERX | 65% | 1.06% | First Trust Advisors L.P. |
| 3 | First Trust Intermediate Duration Preferred & Income Fund | 63% | — | — |
| 4 | Nuveen Preferred and Income ETF · NPFI cheaper diff. adviser | 44% | 0.56% | Nuveen Fund Advisors, LLC |
| 5 | Nuveen Preferred & Income Opportunities Fund | 40% | — | — |
| 6 | Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX cheaper | 38% | 0.68% | — |
| 7 | Nuveen Variable Rate Preferred & Income Fund | 37% | — | — |
| 8 | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 37% | — | — |
| 9 | Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser | 37% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 10 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD cheaper diff. adviser | 36% | 0.73% | Pacific Investment Management Company LLC |
| 11 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX cheaper diff. adviser | 35% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 12 | Cohen & Steers Select Preferred & Income Fund, Inc. | 35% | — | — |
| 13 | Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX cheaper diff. adviser | 34% | 0.71% | Principal Global Investors, LLC |
| 14 | Nuveen Preferred Securities and Income Managed Accounts Portfoli · NISPX cheaper | 34% | 0.01% | — |
| 15 | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 34% | — | — |
| 16 | JPMorgan Preferred and Income Securities Fund · JPDRX, JPDAX, JPDIX, JPDCX cheaper diff. adviser | 32% | 0.57% | J.P. Morgan Investment Management, Inc. |
| 17 | Capital Securities Fund · PCSFX cheaper diff. adviser | 31% | 0.00% | Principal Global Investors, LLC |
| 18 | Principal Spectrum Preferred Securities Active ETF · PREF cheaper diff. adviser | 30% | 0.55% | Principal Global Investors, LLC |
| 19 | Principal Spectrum Preferred and Income ETF · PQDI cheaper diff. adviser | 30% | 0.60% | Principal Global Investors, LLC |
| 20 | Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated | 27% | — | — |
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