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 | InfraCap REIT Preferred ETF · PFFR cheaper | 26% | 0.45% | Virtus Investment Advisers, LLC |
| 2 | iShares Preferred and Income Securities ETF · PFF cheaper diff. adviser | 23% | 0.45% | BlackRock Fund Advisors |
| 3 | VanEck Preferred Securities ex Financials ETF · PFXF cheaper diff. adviser | 19% | 0.40% | Van Eck Associates Corporation |
| 4 | Infrastructure Capital Bond Income ETF · BNDS cheaper diff. adviser | 15% | 0.88% | Infrastructure Capital Advisors, LLC |
| 5 | Global X SuperIncome Preferred ETF · SPFF cheaper diff. adviser | 14% | 0.48% | Global X Management Company LLC |
| 6 | Invesco Preferred ETF · PGX cheaper diff. adviser | 12% | 0.50% | Invesco Capital Management LLC |
| 7 | John Hancock Preferred Income ETF · JHPI cheaper diff. adviser | 11% | 0.54% | John Hancock Investment Management LLC |
| 8 | Global X U.S. Preferred ETF · PFFD cheaper diff. adviser | 11% | 0.23% | Global X Management Company LLC |
| 9 | Ancora Income Fund · AAIIX, ANISX cheaper diff. adviser | 10% | 0.89% | Ancora Advisors LLC |
| 10 | Infrastructure Capital Equity Income ETF · ICAP diff. adviser | 10% | 2.47% | Infrastructure Capital Advisors, LLC |
| 11 | WESTWOOD REAL ESTATE INCOME FUND · KIFYX, KIFAX, KIFCX cheaper diff. adviser | 9% | 0.85% | Westwood Management Corp. |
| 12 | Global X Variable Rate Preferred ETF · PFFV cheaper diff. adviser | 9% | 0.25% | Global X Management Company LLC |
| 13 | John Hancock Preferred Income Fund | 8% | — | — |
| 14 | John Hancock Preferred Income Fund II | 8% | — | — |
| 15 | John Hancock Preferred Income Fund III | 8% | — | — |
| 16 | NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC | 7% | — | — |
| 17 | Calamos Convertible Equity Alternative ETF cheaper diff. adviser | 7% | 0.69% | Calamos Advisors LLC |
| 18 | Infrastructure Capital Small Cap Income ETF · SCAP diff. adviser | 6% | 2.20% | Infrastructure Capital Advisors, LLC |
| 19 | Victory Investment Grade Convertible Fund · SBFCX, VICIX, SBFMX cheaper diff. adviser | 6% | 0.95% | Victory Capital Management Inc. |
| 20 | Destra Flaherty & Crumrine Preferred and Income Fund · DPIAX, DPICX, DPIIX cheaper diff. adviser | 6% | 1.20% | DFC PREFERRED ADVISORS LLC |
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