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 | Invesco Preferred ETF · PGX diff. adviser | 64% | 0.50% | Invesco Capital Management LLC |
| 2 | Global X U.S. Preferred ETF · PFFD cheaper diff. adviser | 52% | 0.23% | Global X Management Company LLC |
| 3 | Invesco Financial Preferred ETF · PGF diff. adviser | 47% | 0.55% | Invesco Capital Management LLC |
| 4 | iShares Preferred and Income Securities ETF · PFF diff. adviser | 43% | 0.45% | BlackRock Fund Advisors |
| 5 | Innovator S&P Investment Grade Preferred ETF diff. adviser | 30% | 0.47% | Innovator Capital Management, LLC |
| 6 | VanEck Preferred Securities ex Financials ETF · PFXF cheaper diff. adviser | 29% | 0.40% | Van Eck Associates Corporation |
| 7 | John Hancock Preferred Income Fund | 28% | — | — |
| 8 | John Hancock Preferred Income Fund III | 28% | — | — |
| 9 | John Hancock Preferred Income Fund II | 27% | — | — |
| 10 | Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF · GPRF diff. adviser | 24% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 11 | John Hancock Preferred Income ETF · JHPI diff. adviser | 24% | 0.54% | John Hancock Investment Management LLC |
| 12 | Fidelity Preferred Securities and Income ETF · FPFD diff. adviser | 23% | 0.59% | Fidelity Management & Research Company LLC |
| 13 | First Trust Preferred Securities and Income ETF · FPE diff. adviser | 16% | 0.83% | First Trust Advisors L.P. |
| 14 | John Hancock Premium Dividend Fund | 16% | — | — |
| 15 | Global X SuperIncome Preferred ETF · SPFF diff. adviser | 15% | 0.48% | Global X Management Company LLC |
| 16 | First Trust Preferred Securities and Income Fund · FPEAX, FPECX, FPEFX, FPEIX, FPERX diff. adviser | 14% | 1.06% | First Trust Advisors L.P. |
| 17 | First Trust Intermediate Duration Preferred & Income Fund | 13% | — | — |
| 18 | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 11% | — | — |
| 19 | AAM Low Duration Preferred and Income Securities ETF · PFLD diff. adviser | 11% | 0.45% | ADVISORS ASSET MANAGEMENT, INC. |
| 20 | Sound Enhanced Fixed Income ETF · FXED diff. adviser | 10% | 1.89% | Tidal Investments LLC |
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