Compare · 3 funds side by side · dividends reinvested

EVPF, QTPI and SCHD

EVPFEaton Vance×QTPINorth Square×SCHDSchwab×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeQTPI · 4.47% · $447 a year on $10k

Story of the three · RiskSmallest drop

EVPF, QTPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.5

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.47%−0.7%+0.1%[…][…]−2.8%5.0%$76M1.7

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.78%[…][…][…][…][…][…]$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 13, 2026 · returns include dividends · since: EVPF 2026 · QTPI 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

EVPF

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EVPF

More Ways to See the Pairs

EVPF vs SCHD: Top 5 Holdings

Today

EVPF

6.0%in top 5

SCHD

in top 521.8%

EVPFStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

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 13, 2026 · fee on $10,000 a year

Yields: EVPF, QTPI, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SCHD

[…]Year to dateJan 1 → Nov 13+34.9%

[…]1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

3.78%Trailing 12-mo yield$378 · $292 a year on $10k2.92%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–1Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common0.0%

End-of-day Nov 13, 2026 · share of each fund

EVPF vs SCHD Returns, Every Period

1Y

Eaton VanceEVPF

[…]

past year

SCHDSchwab

+37.5%

past year

Returns […]

EVPFSCHDFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

EVPF vs QTPI

YTD

Eaton VanceEVPF

[…]

QTPINorth Square

−0.7%

[…]Year to date−0.7%

[…]Worst drop · 1Y−2.8%

[…]Volatility · 1Y5.0%

3.8%Yield4.5%

$58.0MAssets$76.2M

1–0QTPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

4.47%highest, QTPI

FundTrailing yieldYield$10k

QTPI4.47%$447

EVPF3.78%$378

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$387most kept, QTPI

QTPI$447 − $60 = $387

EVPF$378 − $20 = $358

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: EVPF, QTPI, SCHD

Today

4.4%most shared, EVPF and QTPI

EVPFQTPISCHD

EVPF—4.4%0.0%

QTPI4.4%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

QTPIWorst drop−2.8%5.0% vol

SCHDWorst drop−6.9%11.7% vol

EVPFWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

QTPISCHD

−0.7%Year to date+34.9%

4.5%Yield2.9%

+0.1%Past year+37.5%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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EVPF, QTPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three