Compare · 4 funds side by side · dividends reinvested

EVPF, IUSB, JEPI and SGOV

EVPFEaton Vance×IUSBiShares×JEPIJ.P. Morgan×SGOViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,510JEPI · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

EVPF, IUSB, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B2.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.39%−1.2%−1.1%+4.7%−0.0%−4.3%4.0%$50.3B2.3

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

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: EVPF 2026 · IUSB 2014 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

EVPF

More Ways to See the Pairs

EVPF vs IUSB: Top 5 Holdings

Today

EVPF

5.9%in top 5

IUSB

in top 5[…]

EVPFStockIUSB

1.4%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, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

EVPF0.20%$20

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IUSB

iShares Core Universal USD Bond ETF · $50.3B$9,984

$10,000 five years ago, dividends reinvested

EVPFMeasureIUSB

[…]Year to dateJan 1 → Nov 12−1.2%

[…]1 yearTotal return−1.1%

[…]3 years · per year$10,000 became […] · $11,480+4.7%

[…]5 years · per year$10,000 became […] · $9,984−0.0%

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

3.77%Trailing 12-mo yield$377 · $439 a year on $10k4.39%

[…]Worst dropSmaller is better−4.3%

[…]VolatilityLower is calmer4.0%

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

0–2IUSB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

EVPF vs IUSB Returns, Every Period

1Y

Eaton VanceEVPF

[…]

past year

IUSBiShares

−1.1%

past year

Returns […]

EVPFIUSBFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

EVPF vs JEPI

YTD

Eaton VanceEVPF

[…]

JEPIJ.P. Morgan

+8.3%

[…]Year to date+8.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

3.8%Yield7.9%

$58.2MAssets$46.8B

1–0JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: EVPF, IUSB, JEPI, SGOV

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

IUSB4.39%$439

EVPF3.77%$377

SGOV3.63%$363

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

IUSB$439 − $6 = $433

EVPF$377 − $20 = $357

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: EVPF, IUSB, JEPI, SGOV

Today

0.5%most shared, EVPF and JEPI

EVPFIUSBJEPISGOV

EVPF—[…]0.5%[…]

IUSB[…]—[…][…]

JEPI0.5%[…]—[…]

SGOV[…][…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

SGOVWorst drop−0.0%0.2% vol

IUSBWorst drop−4.3%4.0% vol

JEPIWorst drop−6.7%9.0% vol

EVPFWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+8.3%Year to date+3.2%

7.9%Yield3.6%

+10.1%Past year+3.7%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 12, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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EVPF, IUSB, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four