ETF comparison
FPEvsPFFD
Both Preferred Securities.
First Trust Preferred Securities and Income ETF · Global X U.S. Preferred ETF
Holdings overlap
74 positions appear in both funds. Buying equal dollars of FPE and PFFD would leave roughly15.3%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
PFFD is 60 bps cheaper than FPE. On a $100,000 position that's about $600/yr more in fees for FPE.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with FPE vs PFFD.
Top shared holdings
74 shared in total| # | Holding | In FPE | In PFFD | Overlap |
|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY | 2.07% | 2.25% | 2.07% |
| 2 | NEXTERA ENERGY CAPITAL HOLDINGS INC | 1.40% | 0.71% | 0.71% |
| 3 | XCEL ENERGY INC | 1.25% | 0.70% | 0.70% |
| 4 | AEGON FUNDING COMPANY LLC | 0.97% | 0.60% | 0.60% |
| 5 | ATHENE HOLDING LTD | 0.49% | 0.70% | 0.49% |
| 6 | DTE ENERGY COMPANY | 1.01% | 0.49% | 0.49% |
| 7 | ATHENE HOLDING LTD | 0.69% | 0.47% | 0.47% |
| 8 | COREBRIDGE FINANCIAL INC | 1.08% | 0.45% | 0.45% |
| 9 | EQUITABLE HOLDINGS INC | 0.43% | 0.52% | 0.43% |
| 10 | BANK OF AMERICA CORP | 0.42% | 0.44% | 0.42% |
| 11 | ATHENE HOLDING LTD | 0.58% | 0.42% | 0.42% |
| 12 | AFFILIATED MANAGERS GROUP INC | 0.46% | 0.35% | 0.35% |
Only in FPE
185 total- BANK OF AMERICA CORP2.52%
- BARCLAYS PLC1.65%
- JP MORGAN CHASE & COMPANY1.35%
- CREDIT AGRICOLE SA1.23%
- CITIGROUP INC1.20%
- BNP PARIBAS SA1.13%
- CHARLES SCHWAB CORP (THE)1.07%
- HARTFORD INSURANCE GROUP INC (THE)1.06%
- GOLDMAN SACHS GROUP INC (THE)1.04%
- BANK OF MONTREAL1.01%
Only in PFFD
151 total- THE BOEING COMPANY4.70%
- HEWLETT PACKARD ENTERPRISE COMPANY2.71%
- CITIGROUP CAPITAL XIII2.20%
- MICROCHIP TECHNOLOGY INCORPORATED1.76%
- NEXTERA ENERGY, INC.1.71%
- KKR & CO. INC.1.70%
- THE SOUTHERN COMPANY1.64%
- BANK OF AMERICA CORPORATION1.30%
- NEXTERA ENERGY, INC.1.20%
- PG&E CORPORATION1.06%
Open FPE or PFFD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.