Compare · 3 funds side by side · dividends reinvested

EVPF, SCHD and QQQ

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,871QQQ · best of the three

Story of the three · IncomeMost incomeEVPF · 3.71% · $371 a year on $10k

Story of the three · RiskSmallest drop

EVPF, SCHD and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+10.2%+11.2%+23.1%+12.3%−14.8%21.6%$446B1.9

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$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 10, 2026 · returns include dividends · since: EVPF 2026 · SCHD 2011 · QQQ 1999

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 · $122B$16,428

$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

5.9%in top 5

SCHD

in top 521.4%

EVPFStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: EVPF, SCHD, QQQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QQQ0.18%$18

EVPF0.20%$20

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

Yields: EVPF, SCHD, QQQ

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.3%

QQQInvesco

+10.2%

+10.3%

TQQQ vs QQQ

YTD

ProSharesTQQQ

+7.9%

QQQInvesco

+10.2%

Measure

SCHD

[…]Year to dateJan 1 → Nov 10+33.8%

[…]1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

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

3.71%Trailing 12-mo yield$371 · $294 a year on $10k2.94%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

1–1Level

End-of-day Nov 10, 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 10, 2026 · share of each fund

EVPF vs SCHD Returns, Every Period

1Y

Eaton VanceEVPF

[…]

past year

SCHDSchwab

+38.8%

past year

Returns […]

EVPFSCHDFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

EVPF vs SCHD

YTD

Eaton VanceEVPF

[…]

SCHDSchwab

+33.8%

[…]Year to date+33.8%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

3.7%Yield2.9%

$58.1MAssets$122B

1–0EVPF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.71%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.71%$371

SCHD2.94%$294

QQQ0.46%$46

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$351most kept, EVPF

EVPF$371 − $20 = $351

SCHD$294 − $6 = $288

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: EVPF, SCHD, QQQ

Today

5.5%most shared, SCHD and QQQ

EVPFSCHDQQQ

EVPF—0.0%0.0%

SCHD0.0%—5.5%

QQQ0.0%5.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

QQQWorst drop−14.8%21.6% vol

EVPFWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

EVPFSCHD

[…]Year to date+33.8%

3.7%Yield2.9%

[…]Past year+38.8%

0.20%Fee0.06%

1–1level

End-of-day Nov 10, 2026

Year to date

+10.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

2–0QQQM wins

End-of-day Nov 10, 2026

+7.9%Year to date+10.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 10, 2026

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EVPF, SCHD and QQQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three