Compare · 3 funds side by side · dividends reinvested

EVPF, VTI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,697VTI · best of the three

02 / 04

EVPF, VTI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.8

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 9, 2026 · returns include dividends · since: EVPF 2026 · VTI 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

EVPFMeasureVTI

[…]Year to dateJan 1 → Nov 9+11.6%

[…]1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $18,090+21.8%

[…]5 years · per year$10,000 became […] · $16,697+10.8%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

3.71%Trailing 12-mo yield$371 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.9%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVPF vs VTI: Top 5 Holdings

Today

EVPF

5.9%in top 5

VTI

in top 525.0%

EVPFStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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 common0.3%

End-of-day Nov 9, 2026 · share of each fund

EVPF vs VTI Returns, Every Period

Eaton VanceEVPF

[…]

past year

VTIVanguard

+13.9%

past year

Returns […]

EVPFVTIFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EVPF vs SCHD

YTD

Eaton VanceEVPF

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

3.7%Yield3.0%

$58.1MAssets$120B

1–0EVPF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVPF, VTI, SCHD

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SCHD0.06%$6

EVPF0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EVPF, VTI, SCHD

3.71%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.71%$371

SCHD2.96%$296

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$351most kept, EVPF

EVPF$371 − $20 = $351

SCHD$296 − $6 = $290

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EVPF, VTI, SCHD

Today

7.1%most shared, VTI and SCHD

EVPFVTISCHD

EVPF—0.3%0.0%

VTI0.3%—7.1%

SCHD0.0%7.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VTIWorst drop−8.9%13.9% vol

EVPFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EVPFSCHD

[…]Year to date+33.2%

3.7%Yield3.0%

[…]Past year+39.1%

0.20%Fee0.06%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026