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 | Global X U.S. Preferred ETF · PFFD cheaper | 30% | 0.23% | Global X Management Company LLC |
| 2 | VanEck Preferred Securities ex Financials ETF · PFXF cheaper diff. adviser | 23% | 0.40% | Van Eck Associates Corporation |
| 3 | iShares Preferred and Income Securities ETF · PFF cheaper diff. adviser | 22% | 0.45% | BlackRock Fund Advisors |
| 4 | John Hancock Preferred Income Fund III | 17% | — | — |
| 5 | John Hancock Preferred Income Fund | 17% | — | — |
| 6 | John Hancock Preferred Income Fund II | 17% | — | — |
| 7 | Invesco Financial Preferred ETF · PGF diff. adviser | 17% | 0.55% | Invesco Capital Management LLC |
| 8 | Invesco Preferred ETF · PGX diff. adviser | 15% | 0.50% | Invesco Capital Management LLC |
| 9 | State Street(R) SPDR(R) ICE Preferred Securities ETF · PSK cheaper diff. adviser | 15% | 0.45% | SSGA Funds Management, Inc. |
| 10 | Global X Variable Rate Preferred ETF · PFFV cheaper | 15% | 0.25% | Global X Management Company LLC |
| 11 | John Hancock Preferred Income ETF · JHPI diff. adviser | 14% | 0.54% | John Hancock Investment Management LLC |
| 12 | Virtus InfraCap U.S. Preferred Stock ETF · PFFA diff. adviser | 14% | 2.11% | Virtus Investment Advisers, LLC |
| 13 | Victory Investment Grade Convertible Fund · SBFCX, VICIX, SBFMX diff. adviser | 13% | 0.95% | Victory Capital Management Inc. |
| 14 | Innovator S&P Investment Grade Preferred ETF cheaper diff. adviser | 13% | 0.47% | Innovator Capital Management, LLC |
| 15 | Franklin Convertible Securities Fund · FISCX, FROTX, FCSZX, FCSKX diff. adviser | 13% | 0.51% | Franklin Advisers, Inc. |
| 16 | John Hancock Premium Dividend Fund | 13% | — | — |
| 17 | Rational/Pier 88 Convertible Securities Fund · PBXIX, PBXAX, PBXCX diff. adviser | 12% | 0.99% | Rational Advisors, Inc. |
| 18 | Destra Flaherty & Crumrine Preferred and Income Fund · DPIAX, DPICX, DPIIX diff. adviser | 11% | 1.20% | DFC PREFERRED ADVISORS LLC |
| 19 | Flaherty & Crumrine Total Return Fund Incorporated | 11% | — | — |
| 20 | John Hancock Tax-Advantaged Dividend Income Fund | 11% | — | — |
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