Compare · 3 funds side by side · dividends reinvested

EVPF, JEPI and BNDX

EVPFEaton Vance×JEPIJ.P. Morgan×BNDXVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

EVPF, JEPI and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.4%+4.5%+0.4%−3.2%3.8%$82.9B1.6

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: EVPF 2026 · JEPI 2020 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

EVPFMeasureJEPI

[…]Year to dateJan 1 → Nov 6+5.3%

[…]1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

3.76%Trailing 12-mo yield$376 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVPF vs JEPI: Top 5 Holdings

Today

EVPF

5.9%in top 5

JEPI

in top 59.9%

EVPFStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

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-PAnot top 5

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

EVPF vs JEPI Returns, Every Period

Eaton VanceEVPF

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

Returns […]

EVPFJEPIFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EVPF vs JEPI

YTD

Eaton VanceEVPF

[…]

JEPIJ.P. Morgan

+5.3%

[…]Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

3.8%Yield8.1%

$58.2MAssets$46.8B

1–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVPF, JEPI, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

EVPF0.20%$20

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EVPF, JEPI, BNDX

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BNDX4.64%$464

EVPF3.76%$376

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BNDX$464 − $7 = $457

EVPF$376 − $20 = $356

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EVPF, JEPI, BNDX

Today

0.5%most shared, EVPF and JEPI

EVPFJEPIBNDX

EVPF—0.5%[…]

JEPI0.5%—[…]

BNDX[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

BNDXWorst drop−3.2%3.8% vol

JEPIWorst drop−6.7%8.8% vol

EVPFWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIBNDX

+5.3%Year to date+0.8%

8.1%Yield4.6%

+8.2%Past year+0.4%

0.35%Fee0.07%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026