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 |
|---|---|---|---|
| 72 | PFF | iShares Preferred and Income Securities ETF | $11.67B |
| 72 | PFFD | Global X U.S. Preferred ETF | $1.83B |
| 67 | VRP | Invesco Variable Rate Preferred ETF | $2.99B |
| 66 | PGX | Invesco Preferred ETF | $3.55B |
| 62 | PFXF | VanEck Preferred Securities ex Financials ETF | $2.21B |
| 55 | FPE | First Trust Preferred Securities and Income ETF | $5.81B |
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.
- PFF vs PFFD 70.4% overlap
- PFFD vs PGX 63.1% overlap
- PFF vs PGX 51.2% overlap
- PFF vs PFXF 40.9% overlap
- PFFD vs PFXF 40.1% overlap
- PFXF vs PGX 23.1% overlap
- FPE vs VRP 21.5% overlap
- FPE vs PGX 16.3% overlap
Every other pairing is on the compare hub.