Overview Performance Dividends Industry Correlations

11 Stock and 89 ETF Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) alternatives

The most close Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) alternative is company Nuveen Variable Rate Preferred & Income Fund (NPFD). The correlation is 0.9143.

Stocks that highly correlated with PTA

Symbol	Name	Market cap	Sector	Industry	Correlation
NPFD	Nuveen Variable Rate Preferred & Income Fund	$451M	Financial Services	Asset Management	0.91
WDI	Western Asset Diversified Income Fund	$708M	Financial Services	Asset Management	0.88
GUG	Guggenheim Active Allocation Fund	$536M	Financial Services	Asset Management	0.85
FTHY	First Trust High Yield Opportunities 2027 Term Fund	$500M	Financial Services	Asset Management	0.84
NMAI	Nuveen Multi-Asset Income Fund	$475M	Financial Services	Asset Management	0.84
PACWP	PacWest Bancorp Depositary Shares Each Representing a 140th Interest in a Share of 7.75 Fixed Rate NonCumulative Perpetual Preferred Stock Series A	$2.48B	N/A	N/A	0.84
RLTY	Cohen & Steers Real Estate Opportunities and Income Fund	$264M	Financial Services	Asset Management	0.83
NPCT	Nuveen Core Plus Impact Fund	$283M	Financial Services	Asset Management	0.83
COF-P-K	Capital One Financial Corp	$11B	N/A	N/A	0.83
PMT-P-C	Pennymac Mortgage Investment Trust	$1.57B	N/A	N/A	0.83
COF-P-I	Capital One Financial Corp	$11B	N/A	Other	0.82

ETFs that highly correlated with PTA

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
FPF	First Trust Intermediate Duration Preferred & Income Fund	$1.20B	N/A	N/A	0.91
PMMR	PGIM S&P 500 MAX BUFFER ETF - MARCH	$5.40M	0.50%	Feb 28, 2025	0.90
JHPI	JOHN HANCOCK PREFERRED INCOME ETF	$207M	0.54%	Dec 14, 2021	0.90
HYBX	TCW High Yield Bond ETF	$32M	0.50%	Feb 26, 1993	0.90
FPFD	FIDELITY PREFERRED SECURITIES & INCOME ETF	$81M	0.59%	Jun 15, 2021	0.90
VRP	INVESCO VARIABLE RATE PREFERRED ETF	$3B	0.50%	May 1, 2014	0.90
IYRI	NEOS REAL ESTATE HIGH INCOME ETF	$285M	0.68%	Jan 14, 2025	0.90
ZMAR	Innovator Equity Defined Protection ETF 1 Yr March	$115M	0.79%	Feb 28, 2025	0.90
FPE	FIRST TRUST PREFERRED SECURITIES AND INCOME ETF	$6.30B	0.83%	Feb 11, 2013	0.89
PQDI	PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF	$70M	0.60%	Jun 16, 2020	0.89
LDP	Cohen & Steers Ltd Duration Preferred and Income Fund Inc	$651M	N/A	N/A	0.89
RDTY	YIELDMAX(R) R2000 0DTE COVERED CALL STRATEGY ETF	$26M	1.73%	Mar 5, 2025	0.89
XCOM	Ultra Communication Services Select Sector ETF	$384K	N/A	Jun 2, 2026	0.89
ASLV	ALLSPRING SPECIAL LARGE VALUE ETF	$228M	0.35%	Mar 26, 2025	0.89
PREF	PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF	$1.80B	0.55%	Jul 10, 2017	0.88
LIVR	Intelligent Livermore ETF	$18M	0.69%	Sep 17, 2024	0.88
JPC	Nuveen Preferred & Income Opportunities Fund	$2.90B	N/A	N/A	0.88
TRIO	MC TRIO EQUITY BUFFERED ETF	$119M	0.70%	Mar 5, 2025	0.88
QTPI	NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF	$78M	0.60%	Dec 18, 2024	0.88
PFFV	GLOBAL X VARIABLE RATE PREFERRED ETF	$305M	0.25%	Jun 22, 2020	0.88
KMAR	Innovator U.S. Small Cap Power Buffer ETF March	$34M	0.79%	Feb 28, 2025	0.88
THEQ	T. ROWE PRICE HEDGED EQUITY ETF	$37M	0.46%	Mar 26, 2025	0.87
PFF	ISHARES PREFERRED AND INCOME SECURITIES ETF	$13B	0.45%	Mar 26, 2007	0.87
BGIG	BAHL & GAYNOR INCOME GROWTH ETF	$2.20B	0.45%	Sep 14, 2023	0.87
LCAP	PRINCIPAL CAPITAL APPRECIATION SELECT ETF	$1.80B	0.29%	Mar 25, 2025	0.87
DMX	DOUBLELINE MULTI-SECTOR INCOME ETF	$97M	0.50%	Nov 29, 2024	0.87
FPEI	FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF	$1.90B	0.85%	Aug 22, 2017	0.87
PFLD	AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF	$420M	0.45%	Nov 19, 2019	0.87
PFFD	GLOBAL X U.S. PREFERRED ETF	$2.20B	0.23%	Sep 11, 2017	0.87
GPRF	GOLDMAN SACHS ACCESS U.S. PREFERRED STOCK AND HYBRID SECURITIES ETF	$105M	0.45%	Jul 30, 2024	0.87
PFFL	ETRACS 2xMonthly Pay Leveraged Preferred Stock Index ETN due September 25 2048	$4.50M	N/A	Sep 26, 2018	0.87
PFO	Flaherty & Crumrine Preferred and Income Opportunity Fund Inc	$133M	N/A	N/A	0.86
CCEF	Calamos CEF Income & Arbitrage ETF	$34M	3.19%	Jan 12, 2024	0.86
PFFR	INFRACAP REIT PREFERRED ETF	$115M	0.45%	Feb 7, 2017	0.86
JGH	Nuveen Global High Income Fund	$386M	N/A	N/A	0.86
YYY	AMPLIFY CEF HIGH INCOME ETF	$721M	3.23%	Jun 12, 2012	0.86
FGSM	FRONTIER ASSET GLOBAL SMALL CAP EQUITY ETF	$51M	0.82%	Dec 19, 2024	0.86
TDEC	FT VEST EMERGING MARKETS BUFFER ETF - DECEMBER	$15M	0.95%	Dec 19, 2024	0.86
PCEF	INVESCO CEF INCOME COMPOSITE ETF	$831M	2.71%	Feb 19, 2010	0.86
EPRF	Innovator S&P Investment Grade Preferred ETF	$69M	0.47%	May 23, 2016	0.86
FFC	Flaherty & Crumrine Preferred and Income Securities Fund Inc	$836M	N/A	N/A	0.86
CPNM	CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - MARCH	$15M	0.69%	Feb 28, 2025	0.86
DFP	Flaherty & Crumrine Dynamic Preferred and Income Fund Inc	$461M	N/A	N/A	0.86
FXED	SOUND ENHANCED FIXED INCOME ETF	$40M	1.89%	Dec 30, 2020	0.86
LDRH	ISHARES IBONDS 1-5 YEAR HIGH YIELD AND INCOME LADDER ETF	$22M	0.35%	Nov 7, 2024	0.86
IBHL	ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF	$24M	0.35%	Mar 25, 2025	0.85
ENDW	CAMBRIA ENDOWMENT STYLE ETF	$139M	0.22%	Apr 9, 2025	0.85
ITDJ	ISHARES LIFEPATH TARGET DATE 2070 ETF	$14M	0.12%	Nov 12, 2024	0.85
CGCV	CAPITAL GROUP CONSERVATIVE EQUITY ETF SHARE CLASS	$1.90B	0.33%	Jun 25, 2024	0.85
PGX	INVESCO PREFERRED ETF	$3.90B	0.50%	Jan 31, 2008	0.85
PGF	INVESCO FINANCIAL PREFERRED ETF	$689M	0.55%	Dec 1, 2006	0.85
CGDG	CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS	$5.20B	0.47%	Sep 26, 2023	0.84
ELM	ELM MARKET NAVIGATOR ETF	$578M	0.24%	Feb 10, 2025	0.84
MAVF	MATRIX ADVISORS VALUE ETF	$91M	0.75%	Jul 1, 1996	0.84
AVUQ	AVANTIS U.S. QUALITY ETF	$269M	0.15%	Mar 25, 2025	0.84
CSPF	COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF	$276M	0.59%	Feb 4, 2025	0.84
BGDV	BAHL & GAYNOR DIVIDEND ETF	$805M	0.45%	Dec 11, 2024	0.84
EVV	Eaton Vance Ltd Duration Income Fund	$1.20B	N/A	N/A	0.84
FINT	FRONTIER ASSET TOTAL INTERNATIONAL EQUITY ETF	$77M	0.87%	Dec 19, 2024	0.84
FCEF	FIRST TRUST INCOME OPPORTUNITIES ETF	$79M	3.69%	Sep 27, 2016	0.84
BCLO	iShares BBBB CLO Active ETF	$74M	0.45%	Jan 29, 2025	0.84
AQLT	ISHARES MSCI GLOBAL QUALITY FACTOR ETF	$274M	0.20%	Dec 11, 2024	0.84
TJAN	Innovator Equity Defined Protection ETF 2 Yr to January 2027	$32M	0.79%	Dec 31, 2024	0.84
MAPP	HARBOR MULTI-ASSET EXPLORER ETF	$11M	0.80%	Sep 13, 2023	0.84
BEEX	THE BEEHIVE ETF	$192M	0.84%	Sep 2, 2008	0.83
PSK	STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF	$708M	0.45%	Sep 16, 2009	0.83
CORO	iShares International Country Rotation Active ETF	$7.80B	0.55%	Dec 3, 2024	0.83
FLC	Flaherty & Crumrine Total Return Fund Inc	$195M	N/A	N/A	0.83
EBI	LONGVIEW ADVANTAGE ETF	$662M	0.24%	Feb 25, 2025	0.83
SPUT	Innovator Equity Premium Income Daily PutWrite ETF	$17M	0.79%	Mar 13, 2025	0.83
ITDC	ISHARES LIFEPATH TARGET DATE 2035 ETF	$104M	0.10%	Oct 17, 2023	0.83
VLT	Invesco High Income Trust II	$71M	N/A	N/A	0.83
ITDB	ISHARES LIFEPATH TARGET DATE 2030 ETF	$74M	0.09%	Oct 17, 2023	0.83
NMAR	Innovator Growth100 Power Buffer ETF March	$97M	0.79%	Feb 28, 2025	0.83
FEGE	FIRST EAGLE GLOBAL EQUITY ETF	$2B	0.50%	Dec 19, 2024	0.83
HWSM	HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND	$2.80M	0.55%	Mar 28, 2025	0.83
JGLO	JPMORGAN GLOBAL SELECT EQUITY ETF	$6.90B	0.47%	Sep 13, 2023	0.83
HPI	John Hancock Preferred Income Fund	$410M	N/A	N/A	0.83
PFFA	VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	$2.40B	2.11%	May 15, 2018	0.83
CAPE	DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF	$238M	0.65%	Mar 31, 2022	0.83
AOHY	ANGEL OAK HIGH YIELD OPPORTUNITIES ETF	$122M	0.55%	Mar 31, 2009	0.83
YOKE	YOKE CORE ETF	$266M	0.31%	Feb 21, 2025	0.83
ITDD	ISHARES LIFEPATH TARGET DATE 2040 ETF	$102M	0.11%	Oct 17, 2023	0.82
PSF	Cohen & Steers Select Preferred and Income Fund Inc	$263M	N/A	N/A	0.82
MARU	T-REX 2X LONG MARA DAILY TARGET ETF	$33M	0.74%	Feb 28, 2025	0.82
RSMR	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - MARCH	$11M	0.85%	Mar 21, 2025	0.82
JFLI	JPMORGAN FLEXIBLE INCOME ETF	$49M	0.35%	Feb 12, 2025	0.82
ZNOV	Innovator Equity Defined Protection ETF 1 Yr November	$109M	0.79%	Oct 31, 2024	0.82
GHY	PGIM Global High Yield Fund Inc	$531M	N/A	N/A	0.82