Compare · 2 funds side by side · dividends reinvested

EVTR and FISR

EVTREaton Vance×FISRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,498FISR · best of the two

02 / 04

EVTR and FISR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Eaton Vance Total Return Bond ETFBonds & Cash · Core aggregate0.32%5.02%−0.1%+0.7%[…][…]−4.7%4.2%$6.6B1.0

State Street Fixed Income Sector Rotation ETFBonds & Cash · Other bonds0.50%4.36%−0.2%+0.0%+5.1%−1.0%−5.0%4.6%$641M1.8

Rank among the two1st → 2ndFee, 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: EVTR 1984 · FISR 2019

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Total Return Bond ETF · $6.6B[…]

EVTR

FISR

State Street Fixed Income Sector Rotation ETF · $641M$9,498

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

EVTRMeasureFISR

−0.1%Year to dateJan 1 → Nov 5−0.2%

+0.7%1 yearTotal return+0.0%

[…]3 years · per year$10,000 became […] · $11,609+5.1%

[…]5 years · per year$10,000 became […] · $9,498−1.0%

0.32%Expense ratio$32 · $50 a year on $10k · lower is better0.50%

5.02%Trailing 12-mo yield$502 · $436 a year on $10k4.36%

−4.7%Worst dropSmaller is better−5.0%

4.2%VolatilityLower is calmer4.6%

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

6–0EVTR wins

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

More Ways to See the Pairs

EVTR vs FISR: Top 5 Holdings

Today

EVTR

15.2%in top 5

FISR

in top 582.0%

EVTRStockFISR

not top 5SPBO23.7%

not top 5SPTI19.3%

not top 5SPTS14.3%

not top 5SPMB13.7%

13.4%TUZ6not top 5

not top 5SPTL10.9%

0.7%WNZ6not top 5

0.6%TYZ6not top 5

0.4%EVLNnot top 5

0.1%EVSDnot top 5

Held in common8.1%

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

EVTR vs FISR Returns, Every Period

Eaton VanceEVTR

+0.7%

past year

FISRSPDR

+0.0%

past year

EVTRFISRFaded: behind in that period

2–0EVTR wins

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

EVTR vs FISR

YTD

Eaton VanceEVTR

−0.1%

FISRSPDR

−0.2%

−0.1%Year to date−0.2%

−4.7%Worst drop · 1Y−5.0%

4.2%Volatility · 1Y4.6%

5.0%Yield4.4%

$6.6BAssets$641M

4–0EVTR wins

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

Cost, Income and Risk

Fees: EVTR, FISR

Today

0.32%lowest, EVTR

FundExpense ratioFee$10k

EVTR0.32%$32

FISR0.50%$50

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

Yields: EVTR, FISR

5.02%highest, EVTR

FundTrailing yieldYield$10k

EVTR5.02%$502

FISR4.36%$436

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

Income After Fees on $10,000

$470most kept, EVTR

EVTR$502 − $32 = $470

FISR$436 − $50 = $386

KeptFee

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

Overlap: EVTR, FISR

Today

8.1%most shared, EVTR and FISR

EVTRFISR

EVTR—8.1%

FISR8.1%—

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

Return vs Bumpiness: 2 ETFs

+0.7%EVTR, at 4.2% volatility

EVTRWorst drop−4.7%4.2% vol

FISRWorst drop−5.0%4.6% vol

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

Paid More vs Made More

YTD

EVTRFISR

−0.1%Year to date−0.2%

5.0%Yield4.4%

+0.7%Past year+0.0%

0.32%Fee0.50%

4–0EVTR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026