Compare · 3 funds side by side · dividends reinvested

IUSB, EVPF and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeIUSB · 4.36% · $436 a year on $10k

Story of the three · RiskSmallest drop

IUSB, EVPF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.6%−0.2%+5.1%+0.2%−4.3%3.9%$50.3B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.75%[…][…][…][…][…][…]$58M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IUSB 2014 · EVPF 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

3Y

iShares Core Universal USD Bond ETF · $50.3B$11,609

IUSB

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 three years ago, dividends reinvested

IUSB

More Ways to See the Pairs

IUSB vs EVPF: Top 5 Holdings

Today

IUSB

[…]in top 5

EVPF

in top 55.9%

IUSBStockEVPF

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.2%

not top 5SYF-PB1.0%

not top 5ATH-PA

Cost, Income and Risk

Fees: IUSB, EVPF, SCHD

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SCHD0.06%$6

EVPF0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IUSB, EVPF, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

EVPF

−0.6%Year to dateJan 1 → Nov 11[…]

−0.2%1 yearTotal return[…]

+5.1%3 years · per year$10,000 became $11,609 · […][…]

+0.2%5 years · per year$10,000 became $10,077 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

4.36%Trailing 12-mo yield$436 · $375 a year on $10k3.75%

−4.3%Worst dropSmaller is better[…]

3.9%VolatilityLower is calmer[…]

IUSBEVPF Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0IUSB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IUSB vs EVPF Returns, Every Period

1Y

iSharesIUSB

−0.2%

past year

EVPFEaton Vance

[…]

past year

Returns […]

IUSBEVPFFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IUSB vs EVPF

YTD

iSharesIUSB

−0.6%

EVPFEaton Vance

[…]

−0.6%Year to date[…]

−4.3%Worst drop · 1Y[…]

3.9%Volatility · 1Y[…]

4.4%Yield3.8%

$50.3BAssets$58.3M

1–0IUSB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

4.36%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.36%$436

EVPF3.75%$375

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$430most kept, IUSB

IUSB$436 − $6 = $430

EVPF$375 − $20 = $355

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IUSB, EVPF, SCHD

Today

0.0%most shared, EVPF and SCHD

IUSBEVPFSCHD

IUSB—[…][…]

EVPF[…]—0.0%

SCHD[…]0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

IUSBWorst drop−4.3%3.9% vol

SCHDWorst drop−6.9%11.8% vol

EVPFWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBSCHD

−0.6%Year to date+34.6%

4.4%Yield2.9%

−0.2%Past year+39.3%

0.06%Fee0.06%

2–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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IUSB, EVPF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three