QTPI Alternatives & Similar ETFs

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with QTPI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to QTPI

QTPI charges 0.60% annually. There are 21 ETFs in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.20%.

Symbol	Name	Expense Ratio	AUM	Inception
ICVT	iShares Convertible Bond ETF	0.20%	7.48B	Jun 2015	QTPI vs ICVT
PFFD	Global X U.S. Preferred ETF	0.23%	2.17B	Sep 2017	QTPI vs PFFD
PFFV	Global X Variable Rate Preferred ETF	0.25%	304.58M	Jun 2020	QTPI vs PFFV
EVPF	Eaton Vance Preferred Securities and Income ETF	0.39%	35.04M	Mar 2026	QTPI vs EVPF
PFXF	VanEck Preferred Securities ex Financials ETF	0.40%	2.44B	Jul 2012	QTPI vs PFXF

Best Risk-Adjusted Alternatives to QTPI

QTPI has a PortfoliosLab risk / return rank of 46. There are 13 ETFs in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 80.

Symbol	Name	Risk / Return Rank	AUM	Inception
NPFI	Nuveen Preferred And Income ETF	80	168.85M	Mar 2024	QTPI vs NPFI
ICVT	iShares Convertible Bond ETF	79	7.48B	Jun 2015	QTPI vs ICVT
FCVT	First Trust SSI Strategic Convertible Securities E...	75	116.40M	Nov 2015	QTPI vs FCVT
FPEI	First Trust Institutional Preferred Securities & I...	75	1.92B	Aug 2017	QTPI vs FPEI
CSPF	Cohen & Steers Preferred and Income Opportunities ...	72	65.77M	Feb 2025	QTPI vs CSPF

Top Performing QTPI Alternatives (YTD)

QTPI is at 1.58% YTD. There are 19 ETFs in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 20.82%.

Symbol	Name	YTD Return	AUM	Inception
FCVT	First Trust SSI Strategic Convertible Securities E...	20.82%	116.40M	Nov 2015	QTPI vs FCVT
ICVT	iShares Convertible Bond ETF	20.52%	7.48B	Jun 2015	QTPI vs ICVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	18.82%	6.03B	Apr 2009	QTPI vs CWB
SPFF	Global X SuperIncome Preferred ETF	3.95%	140.39M	Jul 2012	QTPI vs SPFF
PFXF	VanEck Preferred Securities ex Financials ETF	3.68%	2.44B	Jul 2012	QTPI vs PFXF

Lowest Volatility Alternatives to QTPI

QTPI has 4.12% 1-year volatility. There are 14 ETFs in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 2.89%.

Symbol	Name	Volatility 1Y	AUM	Inception
NPFI	Nuveen Preferred And Income ETF	2.89%	168.85M	Mar 2024	QTPI vs NPFI
VRP	Invesco Variable Rate Preferred ETF	2.90%	2.99B	May 2014	QTPI vs VRP
FPFD	Fidelity Preferred Securities & Income ETF	2.97%	81.24M	Jun 2021	QTPI vs FPFD
CSSD	Cohen & Steers Short Duration Preferred and Income...	3.02%	17.00M	Dec 2025	QTPI vs CSSD
PREF	Principal Spectrum Preferred Secs Active ETF	3.12%	1.70B	Jul 2017	QTPI vs PREF

Lowest Drawdown Alternatives to QTPI

QTPI has a 1-year max drawdown of -2.11%. No ETFs in the Preferred Stock/Convertible Bonds category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -2.23%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PFLD	AAM Low Duration Preferred and Income Securities E...	-2.23%	487.73M	Nov 2019	QTPI vs PFLD
FPFD	Fidelity Preferred Securities & Income ETF	-2.75%	81.24M	Jun 2021	QTPI vs FPFD
PREF	Principal Spectrum Preferred Secs Active ETF	-2.88%	1.70B	Jul 2017	QTPI vs PREF
VRP	Invesco Variable Rate Preferred ETF	-2.89%	2.99B	May 2014	QTPI vs VRP
CSPF	Cohen & Steers Preferred and Income Opportunities ...	-3.06%	65.77M	Feb 2025	QTPI vs CSPF

Often Compared With QTPI

Investors most often compare QTPI with JHPI, FPE, PGX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JHPI	John Hancock Preferred Income ETF	Preferred Stock/Convertible Bonds	56	1.90%	212.59M	Dec 2021	QTPI vs JHPI
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	54	1.24%	6.35B	Feb 2013	QTPI vs FPE
PGX	Invesco Preferred ETF	Preferred Stock/Convertible Bonds	13	-0.55%	3.90B	Jan 2008	QTPI vs PGX
PGF	Invesco Financial Preferred ETF	Preferred Stock/Convertible Bonds	12	-0.06%	685.65M	Dec 2006	QTPI vs PGF
PQDI	Principal Spectrum Preferred and Income ETF	Preferred Stock/Convertible Bonds	64	1.86%	69.50M	Jun 2020	QTPI vs PQDI
PSK	SPDR ICE Preferred Securities ETF	Preferred Stock/Convertible Bonds	10	-0.70%	702.10M	Sep 2009	QTPI vs PSK
EPRF	Innovator S&P High Quality Preferred ETF	Preferred Stock/Convertible Bonds	6	-2.73%	69.05M	May 2016	QTPI vs EPRF
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	16	1.12%	13.39B	Mar 2007	QTPI vs PFF
PFFR	InfraCap REIT Preferred ETF	Preferred Stock/Convertible Bonds, REIT	22	2.66%	117.50M	Feb 2017	QTPI vs PFFR
GPRF	Goldman Sachs Access U.S. Preferred Stock and Hybr...	Preferred Stock/Convertible Bonds	37	1.41%	104.70M	Jul 2024	QTPI vs GPRF
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	34	2.02%	2.45B	May 2018	QTPI vs PFFA
PRFD	PIMCO Preferred And Capital Securities Active Exch...	Preferred Stock/Convertible Bonds	66	1.84%	222.53M	Jan 2023	QTPI vs PRFD
IBIC	iShares iBonds Oct 2026 Term TIPS ETF	Inflation-Protected Bonds	98	2.55%	79.20M	Sep 2023	QTPI vs IBIC
CMDT	PIMCO Commodity Strategy Active Exchange-Traded Fu...	Commodities	65	15.27%	750.61M	May 2023	QTPI vs CMDT
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	9	4.77%	—	—	QTPI vs PTA
BOXX	Alpha Architect 1-3 Month Box ETF	Ultrashort Bond	100	2.00%	11.05B	Dec 2022	QTPI vs BOXX
BAMU	Brookstone Ultra-Short Bond ETF	Ultrashort Bond	99	1.36%	67.95M	Sep 2023	QTPI vs BAMU
BNO	United States Brent Oil Fund LP	Oil & Gas	31	48.83%	883.37M	Jun 2010	QTPI vs BNO
DBE	Invesco DB Energy Fund	Oil & Gas	46	55.40%	85.45M	Jan 2007	QTPI vs DBE
DBO	Invesco DB Oil Fund	Oil & Gas	35	48.03%	215.47M	Jan 2007	QTPI vs DBO

Compare QTPI with Any Fund or Stock

Compare QTPI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair QTPI with funds that move differently

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QTPI.

Explore QTPI Diversifiers

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) Alternatives