Compare · 3 funds side by side · dividends reinvested

EVPF, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,573DGRO · best of the three

02 / 04

EVPF, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.6

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 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

EVPFMeasureSCHD

[…]Year to dateJan 1 → Nov 4+35.3%

[…]1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

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

3.74%Trailing 12-mo yield$374 · $291 a year on $10k2.91%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

EVPFSCHD 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 SCHD: Top 5 Holdings

Today

EVPF

5.7%in top 5

SCHD

in top 521.6%

EVPFStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

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 common0.0%

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

EVPF vs SCHD Returns, Every Period

Eaton VanceEVPF

[…]

past year

SCHDSchwab

+41.6%

past year

Returns […]

EVPFSCHDFaded: behind in that period

0–0Level

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

EVPF vs SCHD

YTD

Eaton VanceEVPF

[…]

SCHDSchwab

+35.3%

[…]Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

3.7%Yield2.9%

$54.0MAssets$121B

1–0EVPF wins

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

Cost, Income and Risk

Fees: EVPF, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

EVPF0.20%$20

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

Yields: EVPF, SCHD, DGRO

3.74%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.74%$374

SCHD2.91%$291

DGRO1.81%$181

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

Income After Fees on $10,000

$354most kept, EVPF

EVPF$374 − $20 = $354

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

KeptFee

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

Overlap: EVPF, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

EVPFSCHDDGRO

EVPF—0.0%0.5%

SCHD0.0%—21.0%

DGRO0.5%21.0%—

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

DGROWorst drop−6.5%9.7% 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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