Compare · 4 funds side by side · dividends reinvested

EVPF, MUB, IUSB and VIG

EVPFEaton Vance×MUBiShares×IUSBiShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

EVPF, MUB, IUSB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: EVPF 2026 · MUB 2007 · IUSB 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

MUB

iShares National Muni Bond ETF · $55.0B$10,414

$10,000 five years ago, dividends reinvested

EVPFMeasureMUB

[…]Year to dateJan 1 → Nov 6+0.5%

[…]1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

3.76%Trailing 12-mo yield$376 · $327 a year on $10k3.27%

[…]Worst dropSmaller is better−6.3%

[…]VolatilityLower is calmer3.7%

EVPFMUB 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 MUB: Top 5 Holdings

Today

EVPF

5.9%in top 5

MUB

in top 5[…]

EVPFStockMUB

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 common[…]

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

EVPF vs MUB Returns, Every Period

Eaton VanceEVPF

[…]

past year

MUBiShares

+0.9%

past year

Returns […]

EVPFMUBFaded: behind in that period

0–0Level

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

Income vs Bonds: EVPF vs IUSB

YTD

Eaton VanceEVPF

[…]

IUSBiShares

+0.1%

[…]Year to date+0.1%

[…]Worst drop · 1Y−4.3%

[…]Volatility · 1Y3.9%

3.8%Yield4.3%

$58.1MAssets$50.4B

1–0IUSB wins

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

Cost, Income and Risk

Fees: EVPF, MUB, IUSB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

IUSB0.06%$6

EVPF0.20%$20

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

Yields: EVPF, MUB, IUSB, VIG

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

EVPF3.76%$376

MUB3.27%$327

VIG1.50%$150

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

EVPF$376 − $20 = $356

MUB$327 − $5 = $322

VIG$150 − $4 = $146

KeptFee

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

Overlap: EVPF, MUB, IUSB, VIG

Today

0.0%most shared, EVPF and VIG

EVPFMUBIUSBVIG

EVPF—[…][…]0.0%

MUB[…]—[…][…]

IUSB[…][…]—[…]

VIG0.0%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

VIGWorst drop−7.9%10.8% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

IUSBVIG

+0.1%Year to date+12.1%

4.3%Yield1.5%

+0.8%Past year+14.3%

0.06%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

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