Compare · 2 funds side by side · dividends reinvested

EVPF and MUB

EVPFEaton Vance×MUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,414MUB · best of the two

02 / 03

EVPF and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B1.1

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M1.5

Rank among the two1st → 2ndFee, 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 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares National Muni Bond ETF · $54.7B$10,414

MUB

EVPF

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

$10,000 five years ago, dividends reinvested

MUBMeasureEVPF

+0.5%Year to dateJan 1 → Nov 5[…]

+0.9%1 yearTotal return[…]

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

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

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

3.27%Trailing 12-mo yield$327 · $377 a year on $10k3.77%

−6.3%Worst dropSmaller is better[…]

3.7%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 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common[…]

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

MUB vs EVPF Returns, Every Period

iSharesMUB

+0.9%

past year

EVPFEaton Vance

[…]

past year

Returns […]

MUBEVPFFaded: behind in that period

0–0Level

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

Bonds vs Income: MUB vs EVPF

YTD

iSharesMUB

+0.5%

EVPFEaton Vance

[…]

+0.5%Year to date[…]

−6.3%Worst drop · 1Y[…]

3.7%Volatility · 1Y[…]

3.3%Yield3.8%

$54.7BAssets$57.8M

1–0EVPF wins

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

Cost, Income and Risk

Fees: EVPF, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

EVPF0.20%$20

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

Yields: EVPF, MUB

3.77%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.77%$377

MUB3.27%$327

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

Income After Fees on $10,000

$357most kept, EVPF

EVPF$377 − $20 = $357

MUB$327 − $5 = $322

KeptFee

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

Overlap: EVPF, MUB

Today

[…]holdings […]

EVPFMUB

EVPF—[…]

MUB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.9%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

EVPFMUB

[…]Year to date+0.5%

3.8%Yield3.3%

[…]Past year+0.9%

0.20%Fee0.05%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026