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 | AAM Low Duration Preferred and Income Securities ETF · PFLD cheaper diff. adviser | 10% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 2 | Invesco Variable Rate Preferred ETF · VRP cheaper diff. adviser | 9% | 0.50% | Invesco Capital Management LLC |
| 3 | Principal Spectrum Preferred Securities Active ETF · PREF cheaper diff. adviser | 8% | 0.55% | Principal Global Investors, LLC |
| 4 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF cheaper diff. adviser | 8% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 5 | Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser | 7% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 6 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD cheaper diff. adviser | 7% | 0.73% | Pacific Investment Management Company LLC |
| 7 | Invesco U.S. Hybrid Bond ETF cheaper | 7% | 0.40% | — |
| 8 | Cohen & Steers Low Duration Preferred and Income Fund, Inc. · LPXAX, LPXCX, LPXIX, LPXRX, LPXZX, LPXFX cheaper diff. adviser | 6% | 0.60% | Cohen & Steers Capital Management, Inc. |
| 9 | Nuveen Preferred & Income Opportunities Fund | 6% | — | — |
| 10 | Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX cheaper diff. adviser | 6% | 0.71% | Principal Global Investors, LLC |
| 11 | John Hancock Preferred Income Fund III | 6% | — | — |
| 12 | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 6% | — | — |
| 13 | John Hancock Preferred Income Fund II | 6% | — | — |
| 14 | PIMCO Preferred and Capital Securities Fund · PFINX, PFPNX, PFANX, PFCJX, PFNNX diff. adviser | 6% | 1.13% | Pacific Investment Management Company LLC |
| 15 | John Hancock Preferred Income Fund | 6% | — | — |
| 16 | Capital Securities Fund · PCSFX cheaper diff. adviser | 6% | 0.00% | Principal Global Investors, LLC |
| 17 | Nuveen Variable Rate Preferred & Income Fund | 6% | — | — |
| 18 | iShares Preferred and Income Securities ETF · PFF cheaper diff. adviser | 6% | 0.45% | BlackRock Fund Advisors |
| 19 | Philotimo Focused Growth & Income · PHLOX diff. adviser | 5% | 1.45% | KANEN WEALTH MANAGEMENT LLC |
| 20 | Nuveen Preferred and Income ETF · NPFI cheaper diff. adviser | 5% | 0.56% | Nuveen Fund Advisors, LLC |
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