Compare · 3 funds side by side · dividends reinvested

EVPF, BND and AGG

EVPFEaton Vance×BNDVanguard×AGGiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,983BND · best of the three

02 / 04

EVPF, BND and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.4

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

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M3.0

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 · BND 2007 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

EVPFMeasureBND

[…]Year to dateJan 1 → Nov 5+0.1%

[…]1 yearTotal return+0.4%

[…]3 years · per year$10,000 became […] · $11,761+5.6%

[…]5 years · per year$10,000 became […] · $9,983−0.0%

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−4.5%

[…]VolatilityLower is calmer4.0%

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

0–2BND 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 BND: Top 5 Holdings

Today

EVPF

5.9%in top 5

BND

in top 5[…]

EVPFStockBND

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 BND Returns, Every Period

Eaton VanceEVPF

[…]

past year

BNDVanguard

+0.4%

past year

Returns […]

EVPFBNDFaded: 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, BND, AGG

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

AGG0.03%$3

EVPF0.20%$20

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

Yields: EVPF, BND, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

BND4.12%$412

EVPF3.77%$377

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

BND$412 − $3 = $409

EVPF$377 − $20 = $357

KeptFee

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

Overlap: EVPF, BND, AGG

Today

[…]holdings […]

EVPFBNDAGG

EVPF—[…][…]

BND[…]—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.5%AGG, at 4.1% volatility

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

AGGBND

+0.1%Year to date+0.1%

4.1%Yield4.1%

+0.5%Past year+0.4%

0.03%Fee0.03%

1–0AGG wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026