Compare · 3 funds side by side · dividends reinvested

EVPF, IUSB and SCHD

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,123SCHD · best of the three

02 / 04

EVPF, IUSB and SCHD, 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%$50.4B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$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 9, 2026 · returns include dividends · since: EVPF 2026 · IUSB 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,151

$10,000 five years ago, dividends reinvested

EVPFMeasureIUSB

[…]Year to dateJan 1 → Nov 9+0.1%

[…]1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,705+5.4%

[…]5 years · per year$10,000 became […] · $10,151+0.3%

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

3.71%Trailing 12-mo yield$371 · $433 a year on $10k4.33%

[…]Worst dropSmaller is better−4.3%

[…]VolatilityLower is calmer3.9%

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

0–2IUSB wins

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 IUSB: Top 5 Holdings

Today

EVPF

5.9%in top 5

IUSB

in top 5[…]

EVPFStockIUSB

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 common[…]

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

EVPF vs IUSB Returns, Every Period

Eaton VanceEVPF

[…]

past year

IUSBiShares

+0.5%

past year

Returns […]

EVPFIUSBFaded: 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: EVPF, IUSB, SCHD

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SCHD0.06%$6

EVPF0.20%$20

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

Yields: EVPF, IUSB, SCHD

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

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

EVPF$371 − $20 = $351

SCHD$296 − $6 = $290

KeptFee

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

Overlap: EVPF, IUSB, SCHD

Today

0.0%most shared, EVPF and SCHD

EVPFIUSBSCHD

EVPF—[…]0.0%

IUSB[…]—[…]

SCHD0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+39.1%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 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 Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026