Category
Preferred Securities
Preferred stock — hybrid securities that sit between common equity and senior debt in the capital structure. Yields are typically higher than investment-grade corporates but the securities are deeply subordinated and concentrated in financials. Distributions are a mix of qualified dividends and ordinary income; tax efficiency lands between equity and bonds.
6 funds in the catalog. Scored using methodology v0.5.2.
All Preferred Securities funds
| Score | Ticker | Name | AUM |
|---|---|---|---|
| 73 | PFFD | Global X U.S. Preferred ETF | $2.11B |
| 72 | PFF | iShares Preferred and Income Securities ETF | $12.32B |
| 67 | VRP | Invesco Variable Rate Preferred ETF | $3.00B |
| 66 | PGX | Invesco Preferred ETF | $3.61B |
| 62 | PFXF | VanEck Preferred Securities ex Financials ETF | $2.37B |
| 55 | FPE | First Trust Preferred Securities and Income ETF | $5.99B |
Compare within Preferred Securities
The closest-held pairs in this category, by holdings overlap. Each side-by-side breaks down shared positions, cost difference, and the full score breakdown.
- PFFD vs PGX 67.2% overlap
- PFF vs PFFD 66.8% overlap
- PFF vs PGX 50.7% overlap
- PFF vs PFXF 40.9% overlap
- PFFD vs PFXF 37.0% overlap
- PFXF vs PGX 23.0% overlap
- FPE vs VRP 21.7% overlap
- FPE vs PGX 16.5% overlap
Every other pairing is on the compare hub.