ETF comparison
FPEvsPFXF
Both Preferred Securities.
First Trust Preferred Securities and Income ETF · VanEck Preferred Securities ex Financials ETF
Holdings overlap
34 positions appear in both funds. Buying equal dollars of FPE and PFXF would leave roughly8.1%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
PFXF is 43 bps cheaper than FPE. On a $100,000 position that's about $430/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 PFXF.
Top shared holdings
34 shared in total| # | Holding | In FPE | In PFXF | Overlap |
|---|---|---|---|---|
| 1 | NEXTERA ENERGY CAPITAL HOLDINGS INC | 1.40% | 1.06% | 1.06% |
| 2 | XCEL ENERGY INC | 1.25% | 1.06% | 1.06% |
| 3 | DTE ENERGY COMPANY | 1.01% | 0.71% | 0.71% |
| 4 | T-MOBILE USA INC | 1.09% | 0.41% | 0.41% |
| 5 | T-MOBILE USA INC | 0.85% | 0.41% | 0.41% |
| 6 | SOUTHERN COMPANY (THE) | 0.33% | 0.71% | 0.33% |
| 7 | CMS ENERGY CORP | 0.35% | 0.30% | 0.30% |
| 8 | SEMPRA | 0.26% | 0.79% | 0.26% |
| 9 | ANNALY CAPITAL MANAGEMENT INC | 0.24% | 0.35% | 0.24% |
| 10 | AT&T INC | 0.24% | 1.35% | 0.24% |
| 11 | CMS ENERGY CORP | 0.22% | 0.69% | 0.22% |
| 12 | TRANSCANADA PIPELINES LTD | 0.21% | 0.43% | 0.21% |
Only in FPE
225 total- BANK OF AMERICA CORP2.52%
- WELLS FARGO & COMPANY2.07%
- BARCLAYS PLC1.65%
- JP MORGAN CHASE & COMPANY1.35%
- CREDIT AGRICOLE SA1.23%
- CITIGROUP INC1.20%
- BNP PARIBAS SA1.13%
- COREBRIDGE FINANCIAL INC1.08%
- CHARLES SCHWAB CORP (THE)1.07%
- HARTFORD INSURANCE GROUP INC (THE)1.06%
Only in PFXF
82 total- BOEING CO/THE9.67%
- STRATEGY INC6.27%
- ORACLE CORP5.61%
- HP ENTERPRISE CO4.33%
- ALBEMARLE CORP3.18%
- MICROCHIP TECHNOLOGY INC2.85%
- NEXTERA ENERGY INC2.75%
- NEXTERA ENERGY INC2.65%
- State Street Global Advisors2.58%
- SOUTHERN CO2.49%
Open FPE or PFXF 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.