Compare · 4 funds side by side · dividends reinvested

EVPF, IUSB, SCHD and DGRO

EVPFEaton Vance×IUSBiShares×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

EVPF, IUSB, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.0

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B2.1

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$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 9, 2026 · returns include dividends · since: EVPF 2026 · IUSB 2014 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.5B$10,151

IUSB

EVPF

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

$10,000 five years ago, dividends reinvested

IUSBMeasureEVPF

+0.1%Year to dateJan 1 → Nov 9[…]

+0.5%1 yearTotal return[…]

+5.4%3 years · per year$10,000 became $11,705 · […][…]

+0.3%5 years · per year$10,000 became $10,151 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

4.33%Trailing 12-mo yield$433 · $371 a year on $10k3.71%

−4.3%Worst dropSmaller is better[…]

3.9%VolatilityLower is calmer[…]

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

2–0IUSB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs EVPF: Top 5 Holdings

Today

IUSB

[…]in top 5

EVPF

in top 55.9%

IUSBStockEVPF

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IUSB vs EVPF Returns, Every Period

iSharesIUSB

+0.5%

past year

EVPFEaton Vance

[…]

past year

Returns […]

IUSBEVPFFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IUSB vs EVPF

YTD

iSharesIUSB

+0.1%

EVPFEaton Vance

[…]

+0.1%Year to date[…]

−4.3%Worst drop · 1Y[…]

3.9%Volatility · 1Y[…]

4.3%Yield3.7%

$50.5BAssets$58.1M

1–0IUSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVPF, IUSB, SCHD, DGRO

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SCHD0.06%$6

DGRO0.08%$8

EVPF0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EVPF, IUSB, SCHD, DGRO

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

EVPF3.71%$371

SCHD2.96%$296

DGRO1.84%$184

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

EVPF$371 − $20 = $351

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EVPF, IUSB, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

EVPFIUSBSCHDDGRO

EVPF—[…]0.0%0.5%

IUSB[…]—[…][…]

SCHD0.0%[…]—21.3%

DGRO0.5%[…]21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

IUSBWorst drop−4.3%3.9% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

EVPFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBSCHD

+0.1%Year to date+33.2%

4.3%Yield3.0%

+0.5%Past year+39.1%

0.06%Fee0.06%

2–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026