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 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF cheaper diff. adviser | 43% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 2 | Invesco Variable Rate Preferred ETF · VRP cheaper diff. adviser | 31% | 0.50% | Invesco Capital Management LLC |
| 3 | AAM Low Duration Preferred and Income Securities ETF · PFLD cheaper diff. adviser | 29% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 4 | Invesco Preferred ETF · PGX cheaper diff. adviser | 27% | 0.50% | Invesco Capital Management LLC |
| 5 | JPMorgan Preferred and Income Securities Fund · JPDRX, JPDAX, JPDIX, JPDCX cheaper diff. adviser | 25% | 0.57% | J.P. Morgan Investment Management, Inc. |
| 6 | iShares Preferred and Income Securities ETF · PFF cheaper diff. adviser | 24% | 0.45% | BlackRock Fund Advisors |
| 7 | State Street(R) SPDR(R) ICE Preferred Securities ETF · PSK cheaper diff. adviser | 23% | 0.45% | SSGA Funds Management, Inc. |
| 8 | Global X U.S. Preferred ETF · PFFD cheaper diff. adviser | 22% | 0.23% | Global X Management Company LLC |
| 9 | John Hancock Preferred Income ETF · JHPI cheaper diff. adviser | 20% | 0.54% | John Hancock Investment Management LLC |
| 10 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD diff. adviser | 20% | 0.73% | Pacific Investment Management Company LLC |
| 11 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX diff. adviser | 20% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 12 | Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX diff. adviser | 20% | 0.71% | Principal Global Investors, LLC |
| 13 | Nuveen Preferred & Income Opportunities Fund | 19% | — | — |
| 14 | Principal Spectrum Preferred Securities Active ETF · PREF cheaper diff. adviser | 19% | 0.55% | Principal Global Investors, LLC |
| 15 | Cohen & Steers Select Preferred & Income Fund, Inc. | 19% | — | — |
| 16 | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 19% | — | — |
| 17 | First Trust Preferred Securities and Income ETF · FPE diff. adviser | 18% | 0.83% | First Trust Advisors L.P. |
| 18 | Invesco U.S. Hybrid Bond ETF cheaper | 17% | 0.40% | — |
| 19 | Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated | 17% | — | — |
| 20 | Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX | 17% | 0.68% | — |
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