Compare · 3 funds side by side · dividends reinvested

EVPF, VYM and AGG

EVPFEaton Vance×VYMVanguard×AGGiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

EVPF, VYM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.6

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: EVPF 2026 · VYM 2006 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

EVPFMeasureVYM

[…]Year to dateJan 1 → Nov 5+13.3%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $17,002+11.2%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

3.77%Trailing 12-mo yield$377 · $230 a year on $10k2.30%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer10.6%

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

1–1Level

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

More Ways to See the Pairs

EVPF vs VYM: Top 5 Holdings

Today

EVPF

5.9%in top 5

VYM

in top 518.2%

EVPFStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

1.4%AHLnot top 5

1.3%KEY-PLnot top 5

1.3%FITB-PMnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common0.5%

End-of-day Nov 5, 2026 · share of each fund

EVPF vs VYM Returns, Every Period

Eaton VanceEVPF

[…]

past year

VYMVanguard

+17.7%

past year

Returns […]

EVPFVYMFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: EVPF vs AGG

YTD

Eaton VanceEVPF

[…]

AGGiShares

+0.1%

[…]Year to date+0.1%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

3.8%Yield4.1%

$58.2MAssets$139B

1–0AGG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVPF, VYM, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

VYM0.04%$4

EVPF0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EVPF, VYM, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

EVPF3.77%$377

VYM2.30%$230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

EVPF$377 − $20 = $357

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EVPF, VYM, AGG

Today

0.5%most shared, EVPF and VYM

EVPFVYMAGG

EVPF—0.5%[…]

VYM0.5%—[…]

AGG[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%VYM, at 10.6% volatility

AGGWorst drop−4.6%4.1% vol

VYMWorst drop−6.7%10.6% vol

EVPFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AGGVYM

+0.1%Year to date+13.3%

4.1%Yield2.3%

+0.5%Past year+17.7%

0.03%Fee0.04%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026