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 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD cheaper | 45% | 0.73% | Pacific Investment Management Company LLC |
| 2 | Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser | 24% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 3 | Nuveen Preferred & Income Opportunities Fund | 24% | — | — |
| 4 | First Trust Institutional Preferred Securities and Income ETF · FPEI cheaper diff. adviser | 24% | 0.85% | First Trust Advisors L.P. |
| 5 | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 24% | — | — |
| 6 | Nuveen Preferred and Income ETF · NPFI cheaper diff. adviser | 24% | 0.56% | Nuveen Fund Advisors, LLC |
| 7 | JPMorgan Preferred and Income Securities Fund · JPDRX, JPDAX, JPDIX, JPDCX cheaper diff. adviser | 23% | 0.57% | J.P. Morgan Investment Management, Inc. |
| 8 | Nuveen Variable Rate Preferred & Income Fund | 23% | — | — |
| 9 | Cohen & Steers Select Preferred & Income Fund, Inc. | 22% | — | — |
| 10 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX cheaper diff. adviser | 22% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 11 | Principal Spectrum Preferred Securities Active ETF · PREF cheaper diff. adviser | 22% | 0.55% | Principal Global Investors, LLC |
| 12 | Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX cheaper | 21% | 0.68% | — |
| 13 | Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX cheaper diff. adviser | 21% | 0.71% | Principal Global Investors, LLC |
| 14 | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 21% | — | — |
| 15 | Capital Securities Fund · PCSFX cheaper diff. adviser | 21% | 0.00% | Principal Global Investors, LLC |
| 16 | Nuveen Preferred Securities and Income Managed Accounts Portfoli · NISPX cheaper | 20% | 0.01% | — |
| 17 | First Trust Preferred Securities and Income ETF · FPE cheaper diff. adviser | 20% | 0.83% | First Trust Advisors L.P. |
| 18 | First Trust Preferred Securities and Income Fund · FPEAX, FPECX, FPEFX, FPEIX, FPERX cheaper diff. adviser | 20% | 1.06% | First Trust Advisors L.P. |
| 19 | Invesco Variable Rate Preferred ETF · VRP cheaper diff. adviser | 19% | 0.50% | Invesco Capital Management LLC |
| 20 | First Trust Intermediate Duration Preferred & Income Fund | 19% | — | — |
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