Compare · 3 funds side by side · dividends reinvested

EVPF, MUB and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

EVPF, MUB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.5B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.6

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.74%[…][…][…][…][…][…]$54M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: EVPF 2026 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Preferred Securities and Income ETF · $54M[…]

EVPF

MUB

iShares National Muni Bond ETF · $54.5B$10,373

$10,000 five years ago, dividends reinvested

EVPFMeasureMUB

[…]Year to dateJan 1 → Nov 4+0.1%

[…]1 yearTotal return+0.7%

[…]3 years · per year$10,000 became […] · $11,374+4.4%

[…]5 years · per year$10,000 became […] · $10,373+0.7%

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

3.74%Trailing 12-mo yield$374 · $328 a year on $10k3.28%

[…]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 4, 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

5.7%in top 5

MUB

in top 5[…]

EVPFStockMUB

1.4%AHLnot top 5

1.2%KEY-PLnot top 5

1.2%FITB-PMnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

EVPF vs MUB Returns, Every Period

Eaton VanceEVPF

[…]

past year

MUBiShares

+0.7%

past year

Returns […]

EVPFMUBFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Bonds: EVPF vs MUB

YTD

Eaton VanceEVPF

[…]

MUBiShares

+0.1%

[…]Year to date+0.1%

[…]Worst drop · 1Y−6.3%

[…]Volatility · 1Y3.7%

3.7%Yield3.3%

$54.0MAssets$54.5B

1–0EVPF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVPF, MUB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

EVPF0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EVPF, MUB, SCHD

3.74%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.74%$374

MUB3.28%$328

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, EVPF

EVPF$374 − $20 = $354

MUB$328 − $5 = $323

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EVPF, MUB, SCHD

Today

0.0%most shared, EVPF and SCHD

EVPFMUBSCHD

EVPF—[…]0.0%

MUB[…]—[…]

SCHD0.0%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

MUBWorst drop−6.3%3.7% vol

SCHDWorst drop−6.9%11.5% vol

EVPFWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EVPFSCHD

[…]Year to date+35.3%

3.7%Yield2.9%

[…]Past year+41.6%

0.20%Fee0.06%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026