Compare · 3 funds side by side · dividends reinvested

EVPF, IUSB and JEPI

EVPFEaton Vance×IUSBiShares×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

EVPF, IUSB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.2%+5.0%+0.1%−4.3%3.9%$50.5B1.6

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 10, 2026 · returns include dividends · since: EVPF 2026 · IUSB 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

EVPF

IUSB

iShares Core Universal USD Bond ETF · $50.5B$10,070

$10,000 five years ago, dividends reinvested

EVPFMeasure

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-PA

Cost, Income and Risk

Fees: EVPF, IUSB, JEPI

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

EVPF0.20%$20

JEPI0.35%$35

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

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

IUSB

[…]Year to dateJan 1 → Nov 10−0.5%

[…]1 yearTotal return−0.2%

[…]3 years · per year$10,000 became […] · $11,560+5.0%

[…]5 years · per year$10,000 became […] · $10,070+0.1%

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

3.71%Trailing 12-mo yield$371 · $436 a year on $10k4.36%

[…]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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

EVPF vs IUSB Returns, Every Period

1Y

Eaton VanceEVPF

[…]

past year

IUSBiShares

−0.2%

past year

Returns […]

EVPFIUSBFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

EVPF vs JEPI

YTD

Eaton VanceEVPF

[…]

JEPIJ.P. Morgan

+7.6%

[…]Year to date+7.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

3.7%Yield7.9%

$58.1MAssets$45.2B

1–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: EVPF, IUSB, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

IUSB4.36%$436

EVPF3.71%$371

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

IUSB$436 − $6 = $430

EVPF$371 − $20 = $351

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: EVPF, IUSB, JEPI

Today

0.5%most shared, EVPF and JEPI

EVPFIUSBJEPI

EVPF—[…]0.5%

IUSB[…]—[…]

JEPI0.5%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

IUSBWorst drop−4.3%3.9% vol

JEPIWorst drop−6.7%9.0% vol

EVPFWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIUSB

+7.6%Year to date−0.5%

7.9%Yield4.4%

+10.6%Past year−0.2%

0.35%Fee0.06%

3–1JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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EVPF, IUSB and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: EVPF, IUSB, JEPI