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 | Capital Securities Fund · PCSFX cheaper | 46% | 0.00% | Principal Global Investors, LLC |
| 2 | Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX | 41% | 0.71% | Principal Global Investors, LLC |
| 3 | PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD diff. adviser | 35% | 0.73% | Pacific Investment Management Company LLC |
| 4 | Invesco Variable Rate Preferred ETF · VRP cheaper diff. adviser | 33% | 0.50% | Invesco Capital Management LLC |
| 5 | Principal Spectrum Preferred and Income ETF · PQDI | 30% | 0.60% | Principal Global Investors, LLC |
| 6 | First Trust Institutional Preferred Securities and Income ETF · FPEI diff. adviser | 30% | 0.85% | First Trust Advisors L.P. |
| 7 | Nuveen Preferred and Income ETF · NPFI diff. adviser | 28% | 0.56% | Nuveen Fund Advisors, LLC |
| 8 | JPMorgan Preferred and Income Securities Fund · JPDRX, JPDAX, JPDIX, JPDCX diff. adviser | 28% | 0.57% | J.P. Morgan Investment Management, Inc. |
| 9 | Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser | 28% | 0.00% | Cohen & Steers Capital Management, Inc. |
| 10 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF cheaper diff. adviser | 27% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 11 | Nuveen Variable Rate Preferred & Income Fund | 26% | — | — |
| 12 | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 26% | — | — |
| 13 | Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX diff. adviser | 25% | 0.79% | Cohen & Steers Capital Management, Inc. |
| 14 | Cohen & Steers Select Preferred & Income Fund, Inc. | 24% | — | — |
| 15 | Invesco U.S. Hybrid Bond ETF cheaper | 24% | 0.40% | — |
| 16 | AAM Low Duration Preferred and Income Securities ETF · PFLD cheaper diff. adviser | 24% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 17 | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 24% | — | — |
| 18 | Nuveen Preferred & Income Opportunities Fund | 24% | — | — |
| 19 | Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX | 23% | 0.68% | — |
| 20 | First Trust Intermediate Duration Preferred & Income Fund | 23% | — | — |
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