Compare · 3 funds side by side · dividends reinvested

EVPF, AGG and VIG

EVPFEaton Vance×AGGiShares×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

EVPF, AGG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$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 5, 2026 · returns include dividends · since: EVPF 2026 · AGG 2003 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

$10,000 five years ago, dividends reinvested

EVPFMeasureAGG

[…]Year to dateJan 1 → Nov 5+0.1%

[…]1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,786+5.6%

[…]5 years · per year$10,000 became […] · $9,975−0.0%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

3.77%Trailing 12-mo yield$377 · $412 a year on $10k4.12%

[…]Worst dropSmaller is better−4.6%

[…]VolatilityLower is calmer4.1%

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

0–2AGG wins

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

More Ways to See the Pairs

EVPF vs AGG: Top 5 Holdings

Today

EVPF

5.9%in top 5

AGG

in top 5[…]

EVPFStockAGG

1.4%AHLnot top 5

1.3%KEY-PLnot top 5

1.3%FITB-PMnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

EVPF vs AGG Returns, Every Period

Eaton VanceEVPF

[…]

past year

AGGiShares

+0.5%

past year

Returns […]

EVPFAGGFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: EVPF vs AGG

YTD

Eaton VanceEVPF

[…]

AGGiShares

+0.1%

[…]Year to date+0.1%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

3.8%Yield4.1%

$57.8MAssets$139B

1–0AGG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVPF, AGG, VIG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

VIG0.04%$4

EVPF0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EVPF, AGG, VIG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

EVPF3.77%$377

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

EVPF$377 − $20 = $357

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EVPF, AGG, VIG

Today

0.0%most shared, EVPF and VIG

EVPFAGGVIG

EVPF—[…]0.0%

AGG[…]—[…]

VIG0.0%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

AGGWorst drop−4.6%4.1% vol

VIGWorst drop−7.9%10.8% vol

EVPFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AGGVIG

+0.1%Year to date+12.5%

4.1%Yield1.5%

+0.5%Past year+15.2%

0.03%Fee0.04%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026