Compare · 3 funds side by side · dividends reinvested

EVPF, DGRO and BND

EVPFEaton Vance×DGROiShares×BNDVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

EVPF, DGRO and BND, 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%$161B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.6

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 · DGRO 2014 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

EVPFMeasureDGRO

[…]Year to dateJan 1 → Nov 5+17.2%

[…]1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

0.20%Expense ratio$20 · $8 a year on $10k · lower is better0.08%

3.77%Trailing 12-mo yield$377 · $186 a year on $10k1.86%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.2%

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

1–1Level

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 DGRO: Top 5 Holdings

Today

EVPF

5.9%in top 5

DGRO

in top 514.9%

EVPFStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

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 common0.5%

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

EVPF vs DGRO Returns, Every Period

Eaton VanceEVPF

[…]

past year

DGROiShares

+21.2%

past year

Returns […]

EVPFDGROFaded: behind in that period

0–0Level

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

Income vs Bonds: EVPF vs BND

YTD

Eaton VanceEVPF

[…]

BNDVanguard

+0.1%

[…]Year to date+0.1%

[…]Worst drop · 1Y−4.5%

[…]Volatility · 1Y4.0%

3.8%Yield4.1%

$57.8MAssets$161B

1–0BND wins

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

Cost, Income and Risk

Fees: EVPF, DGRO, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

DGRO0.08%$8

EVPF0.20%$20

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

Yields: EVPF, DGRO, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

EVPF3.77%$377

DGRO1.86%$186

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

EVPF$377 − $20 = $357

DGRO$186 − $8 = $178

KeptFee

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

Overlap: EVPF, DGRO, BND

Today

0.5%most shared, EVPF and DGRO

EVPFDGROBND

EVPF—0.5%[…]

DGRO0.5%—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

BNDWorst drop−4.5%4.0% vol

DGROWorst drop−6.5%10.2% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

BNDDGRO

+0.1%Year to date+17.2%

4.1%Yield1.9%

+0.4%Past year+21.2%

0.03%Fee0.08%

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