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 | Virtus InfraCap U.S. Preferred Stock ETF · PFFA | 26% | 2.11% | Virtus Investment Advisers, LLC |
| 2 | NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC | 23% | — | — |
| 3 | WESTWOOD REAL ESTATE INCOME FUND · KIFYX, KIFAX, KIFCX diff. adviser | 18% | 0.85% | Westwood Management Corp. |
| 4 | Nuveen Real Estate Income Fund | 18% | — | — |
| 5 | VanEck Preferred Securities ex Financials ETF · PFXF cheaper diff. adviser | 14% | 0.40% | Van Eck Associates Corporation |
| 6 | Fidelity Series Real Estate Income Fund · FSREX cheaper diff. adviser | 12% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | Global X Variable Rate Preferred ETF · PFFV cheaper diff. adviser | 10% | 0.25% | Global X Management Company LLC |
| 8 | iShares Preferred and Income Securities ETF · PFF diff. adviser | 10% | 0.45% | BlackRock Fund Advisors |
| 9 | Ancora Income Fund · AAIIX, ANISX diff. adviser | 9% | 0.89% | Ancora Advisors LLC |
| 10 | Fidelity Real Estate Income Fund · FRIFX, FRINX, FRIOX, FRIQX, FRIRX, FIKMX, FREI diff. adviser | 9% | 0.57% | Fidelity Management & Research Company LLC |
| 11 | PGIM Real Estate Income Fund · PRKAX, PRKCX, PRKZX, PRKQX diff. adviser | 8% | 1.10% | PGIM INVESTMENTS LLC |
| 12 | Innovator S&P Investment Grade Preferred ETF diff. adviser | 8% | 0.47% | Innovator Capital Management, LLC |
| 13 | Hoya Capital High Dividend Yield ETF · RIET diff. adviser | 8% | 0.50% | Hoya Capital Real Estate, LLC |
| 14 | CRAWFORD MULTI-ASSET INCOME FUND · CMALX diff. adviser | 7% | 0.99% | Crawford Investment Counsel Inc |
| 15 | Infrastructure Capital Bond Income ETF · BNDS diff. adviser | 6% | 0.88% | Infrastructure Capital Advisors, LLC |
| 16 | Nuveen Real Asset Income Fund · NRIAX, NRICX, NRIIX, NRIFX diff. adviser | 6% | 0.81% | Nuveen Fund Advisors, LLC |
| 17 | Invesco Preferred ETF · PGX diff. adviser | 6% | 0.50% | Invesco Capital Management LLC |
| 18 | Nuveen Real Asset Income and Growth Fund | 5% | — | — |
| 19 | Multi-Asset Diversified Income Index Fund · MDIV | 5% | 0.71% | — |
| 20 | COHEN & STEERS TOTAL RETURN REALTY FUND INC | 5% | — | — |
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