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 | Global X U.S. Preferred ETF · PFFD cheaper diff. adviser | 55% | 0.23% | Global X Management Company LLC |
| 2 | Invesco Preferred ETF · PGX diff. adviser | 51% | 0.50% | Invesco Capital Management LLC |
| 3 | State Street(R) SPDR(R) ICE Preferred Securities ETF · PSK diff. adviser | 43% | 0.45% | SSGA Funds Management, Inc. |
| 4 | VanEck Preferred Securities ex Financials ETF · PFXF cheaper diff. adviser | 38% | 0.40% | Van Eck Associates Corporation |
| 5 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF diff. adviser | 32% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 6 | Invesco Financial Preferred ETF · PGF diff. adviser | 27% | 0.55% | Invesco Capital Management LLC |
| 7 | John Hancock Preferred Income Fund III | 26% | — | — |
| 8 | John Hancock Preferred Income Fund | 26% | — | — |
| 9 | John Hancock Preferred Income Fund II | 25% | — | — |
| 10 | Fidelity Preferred Securities and Income ETF · FPFD diff. adviser | 24% | 0.59% | Fidelity Management & Research Company LLC |
| 11 | John Hancock Preferred Income ETF · JHPI diff. adviser | 24% | 0.54% | John Hancock Investment Management LLC |
| 12 | Virtus InfraCap U.S. Preferred Stock ETF · PFFA diff. adviser | 23% | 2.11% | Virtus Investment Advisers, LLC |
| 13 | AAM Low Duration Preferred and Income Securities ETF · PFLD diff. adviser | 22% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 14 | Global X SuperIncome Preferred ETF · SPFF diff. adviser | 22% | 0.48% | Global X Management Company LLC |
| 15 | Innovator S&P Investment Grade Preferred ETF diff. adviser | 21% | 0.47% | Innovator Capital Management, LLC |
| 16 | Calamos Convertible Equity Alternative ETF diff. adviser | 16% | 0.69% | Calamos Advisors LLC |
| 17 | John Hancock Premium Dividend Fund | 15% | — | — |
| 18 | First Trust Preferred Securities and Income ETF · FPE diff. adviser | 15% | 0.83% | First Trust Advisors L.P. |
| 19 | Invesco Convertible Securities Fund · CNSAX, CNSCX, CNSDX, CNSIX, CNSFX diff. adviser | 14% | 0.60% | Invesco Advisers, Inc. |
| 20 | John Hancock Tax-Advantaged Dividend Income Fund | 13% | — | — |
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