Compare · 3 funds side by side · dividends reinvested

EVPF, JEPI and BND

EVPFEaton Vance×JEPIJ.P. Morgan×BNDVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

EVPF, JEPI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.6

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 · JEPI 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

EVPF

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

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

JEPIMeasureEVPF

+5.2%Year to dateJan 1 → Nov 5[…]

+8.3%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,674 · […][…]

+7.1%5 years · per year$10,000 became $14,108 · […][…]

0.35%Expense ratio$35 · $20 a year on $10k · lower is better0.20%

8.09%Trailing 12-mo yield$809 · $377 a year on $10k3.77%

−6.7%Worst dropSmaller is better[…]

8.8%VolatilityLower is calmer[…]

JEPIEVPF 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

JEPI vs EVPF: Top 5 Holdings

Today

JEPI

9.9%in top 5

EVPF

in top 55.9%

JEPIStockEVPF

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

not top 5AHL1.4%

not top 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.5%

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

JEPI vs EVPF Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

EVPFEaton Vance

[…]

past year

Returns […]

JEPIEVPFFaded: behind in that period

0–0Level

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

Income vs Bonds: JEPI vs BND

YTD

J.P. MorganJEPI

+5.2%

BNDVanguard

+0.1%

+5.2%Year to date+0.1%

−6.7%Worst drop · 1Y−4.5%

8.8%Volatility · 1Y4.0%

8.1%Yield4.1%

$46.1BAssets$161B

2–2level

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

Cost, Income and Risk

Fees: EVPF, JEPI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

EVPF0.20%$20

JEPI0.35%$35

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

Yields: EVPF, JEPI, BND

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BND4.12%$412

EVPF3.77%$377

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BND$412 − $3 = $409

EVPF$377 − $20 = $357

KeptFee

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

Overlap: EVPF, JEPI, BND

Today

0.5%most shared, EVPF and JEPI

EVPFJEPIBND

EVPF—0.5%[…]

JEPI0.5%—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+8.3%JEPI, at 8.8% volatility

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%8.8% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIBND

+5.2%Year to date+0.1%

8.1%Yield4.1%

+8.3%Past year+0.4%

0.35%Fee0.03%

3–1JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ 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

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