Compare · 3 funds side by side · dividends reinvested

EVPF, QTPI and SCHD

EVPFEaton Vance×QTPINorth Square×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

EVPF, QTPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.42%+0.3%+1.1%[…][…]−2.8%4.9%$78M1.7

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: EVPF 2026 · QTPI 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $78M[…]

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

EVPFMeasureQTPI

[…]Year to dateJan 1 → Nov 6+0.3%

[…]1 yearTotal return+1.1%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.20%Expense ratio$20 · $60 a year on $10k · lower is better0.60%

3.76%Trailing 12-mo yield$376 · $442 a year on $10k4.42%

[…]Worst dropSmaller is better−2.8%

[…]VolatilityLower is calmer4.9%

EVPFQTPI 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 QTPI: Top 5 Holdings

Today

EVPF

5.9%in top 5

QTPI

in top 512.0%

EVPFStockQTPI

not top 5T-PA2.9%

not top 5TFC-PO2.8%

not top 5COF-PI2.2%

not top 5SCHW-PJ2.1%

not top 5MTB-PJ2.0%

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 common4.5%

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

EVPF vs QTPI Returns, Every Period

Eaton VanceEVPF

[…]

past year

QTPINorth Square

+1.1%

past year

Returns […]

EVPFQTPIFaded: behind in that period

0–0Level

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

EVPF vs QTPI

YTD

Eaton VanceEVPF

[…]

QTPINorth Square

+0.3%

[…]Year to date+0.3%

[…]Worst drop · 1Y−2.8%

[…]Volatility · 1Y4.9%

3.8%Yield4.4%

$58.2MAssets$77.7M

1–0QTPI wins

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

Cost, Income and Risk

Fees: EVPF, QTPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EVPF0.20%$20

QTPI0.60%$60

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

Yields: EVPF, QTPI, SCHD

4.42%highest, QTPI

FundTrailing yieldYield$10k

QTPI4.42%$442

EVPF3.76%$376

SCHD3.00%$300

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

Income After Fees on $10,000

$382most kept, QTPI

QTPI$442 − $60 = $382

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

KeptFee

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

Overlap: EVPF, QTPI, SCHD

Today

4.5%most shared, EVPF and QTPI

EVPFQTPISCHD

EVPF—4.5%0.0%

QTPI4.5%—0.0%

SCHD0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

QTPIWorst drop−2.8%4.9% vol

SCHDWorst drop−6.9%11.7% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

QTPISCHD

+0.3%Year to date+31.4%

4.4%Yield3.0%

+1.1%Past year+37.0%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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