Compare · 4 funds side by side · dividends reinvested

EVPF, MUB, IUSB and SCHD

EVPFEaton Vance×MUBiShares×IUSBiShares×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeIUSB · 4.39% · $439 a year on $10k

Story of the four · RiskSmallest drop

EVPF, MUB, IUSB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.29%−0.3%−0.2%+3.4%+0.6%−6.3%3.9%$54.9B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.0

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.39%−1.2%−1.1%+4.7%−0.0%−4.3%4.0%$50.3B2.1

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 · MUB 2007 · IUSB 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares National Muni Bond ETF · $54.9B$10,302

MUB

More Ways to See the Pairs

MUB vs EVPF: Top 5 Holdings

Today

MUB

[…]in top 5

EVPF

in top 55.9%

MUBStockEVPF

not top 5AHL1.4%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA

Cost, Income and Risk

Fees: EVPF, MUB, IUSB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

IUSB0.06%$6

SCHD0.06%$6

EVPF0.20%$20

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

EVPF

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

$10,000 five years ago, dividends reinvested

MUBMeasureEVPF

−0.3%Year to dateJan 1 → Nov 12[…]

−0.2%1 yearTotal return[…]

+3.4%3 years · per year$10,000 became $11,057 · […][…]

+0.6%5 years · per year$10,000 became $10,302 · […][…]

0.05%Expense ratio$5 · $20 a year on $10k · lower is better0.20%

3.29%Trailing 12-mo yield$329 · $377 a year on $10k3.77%

−6.3%Worst dropSmaller is better[…]

3.9%VolatilityLower is calmer[…]

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

1–1Level

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

0.9%

Held in common[…]

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

MUB vs EVPF Returns, Every Period

1Y

iSharesMUB

−0.2%

past year

EVPFEaton Vance

[…]

past year

Returns […]

MUBEVPFFaded: behind in that period

0–0Level

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

MUB vs IUSB

YTD

iSharesMUB

−0.3%

IUSBiShares

−1.2%

−0.3%Year to date−1.2%

−6.3%Worst drop · 1Y−4.3%

3.9%Volatility · 1Y4.0%

3.3%Yield4.4%

$54.9BAssets$50.3B

2–2level

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

Yields: EVPF, MUB, IUSB, SCHD

1Y

4.39%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.39%$439

EVPF3.77%$377

MUB3.29%$329

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$433most kept, IUSB

IUSB$439 − $6 = $433

EVPF$377 − $20 = $357

MUB$329 − $5 = $324

SCHD$293 − $6 = $287

KeptFee

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

Overlap: EVPF, MUB, IUSB, SCHD

Today

0.0%most shared, EVPF and SCHD

EVPFMUBIUSBSCHD

EVPF—[…][…]0.0%

MUB[…]—[…][…]

IUSB[…][…]—[…]

SCHD0.0%[…][…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

MUBWorst drop−6.3%3.9% vol

IUSBWorst drop−4.3%4.0% vol

SCHDWorst drop−6.9%11.7% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

IUSBSCHD

−1.2%Year to date+34.2%

4.4%Yield2.9%

−1.1%Past year+36.8%

0.06%Fee0.06%

2–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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EVPF, MUB, IUSB and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four