Compare · 4 funds side by side · dividends reinvested

IUSB, EVPF, SCHD and BND

IUSBiShares×EVPFEaton Vance×SCHDSchwab×BNDVanguard×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$13,915SCHD · best of the four

02 / 04

IUSB, EVPF, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.4

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$58M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IUSB 2014 · EVPF 2026 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EVPFMeasureSCHD

[…]Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

3.71%Trailing 12-mo yield$371 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVPF vs SCHD: Top 5 Holdings

Today

EVPF

5.9%in top 5

SCHD

in top 521.4%

EVPFStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.5%AHLnot top 5

1.3%FITB-PMnot top 5

1.3%KEY-PLnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

EVPF vs SCHD Returns, Every Period

Eaton VanceEVPF

[…]

past year

SCHDSchwab

+39.1%

past year

Returns […]

EVPFSCHDFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: EVPF vs IUSB

YTD

Eaton VanceEVPF

[…]

IUSBiShares

+0.1%

[…]Year to date+0.1%

[…]Worst drop · 1Y−4.3%

[…]Volatility · 1Y3.9%

3.7%Yield4.3%

$58.1MAssets$50.4B

1–0IUSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSB, EVPF, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

IUSB0.06%$6

SCHD0.06%$6

EVPF0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IUSB, EVPF, SCHD, BND

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

BND4.12%$412

EVPF3.71%$371

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

BND$412 − $3 = $409

EVPF$371 − $20 = $351

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IUSB, EVPF, SCHD, BND

Today

0.0%most shared, EVPF and SCHD

IUSBEVPFSCHDBND

IUSB—[…][…][…]

EVPF[…]—0.0%[…]

SCHD[…]0.0%—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.8% vol

EVPFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBSCHD

+0.1%Year to date+33.2%

4.3%Yield3.0%

+0.5%Past year+39.1%

0.06%Fee0.06%

2–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026