Compare · 2 funds side by side · dividends reinvested

EVPF and IVV

EVPFEaton Vance×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 03

EVPF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.1

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M1.5

Rank among the two1st → 2ndFee, 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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

EVPFMeasureIVV

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

3.77%Trailing 12-mo yield$377 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

EVPFIVV 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 IVV: Top 5 Holdings

Today

EVPF

5.9%in top 5

IVV

in top 527.7%

EVPFStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

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 common0.3%

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

EVPF vs IVV Returns, Every Period

Eaton VanceEVPF

[…]

past year

IVViShares

+9.7%

past year

Returns […]

EVPFIVVFaded: behind in that period

0–0Level

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

Income vs Core: EVPF vs IVV

YTD

Eaton VanceEVPF

[…]

IVViShares

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

3.8%Yield1.1%

$57.8MAssets$887B

1–0EVPF wins

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

Cost, Income and Risk

Fees: EVPF, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

EVPF0.20%$20

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

Yields: EVPF, IVV

3.77%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.77%$377

IVV1.14%$114

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

Income After Fees on $10,000

$357most kept, EVPF

EVPF$377 − $20 = $357

IVV$114 − $3 = $111

KeptFee

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

Overlap: EVPF, IVV

Today

0.3%most shared, EVPF and IVV

EVPFIVV

EVPF—0.3%

IVV0.3%—

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

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

EVPFIVV

[…]Year to date+8.4%

3.8%Yield1.1%

[…]Past year+9.7%

0.20%Fee0.03%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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