Compare · 2 funds side by side · dividends reinvested

EVTR and FISR

Not found: TPLS

EVTREaton Vance×FISRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,462FISR · 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%5.06%−0.8%−0.1%[…][…]−4.7%4.2%$6.6B1.0

State Street Fixed Income Sector Rotation ETFBonds & Cash · Other bonds0.50%4.39%−1.0%−0.7%+4.7%−1.1%−5.0%4.6%$639M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 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 · $639M$9,462

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

EVTRMeasureFISR

−0.8%Year to dateJan 1 → Nov 3−1.0%

−0.1%1 yearTotal return−0.7%

[…]3 years · per year$10,000 became […] · $11,487+4.7%

[…]5 years · per year$10,000 became […] · $9,462−1.1%

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

5.06%Trailing 12-mo yield$506 · $439 a year on $10k4.39%

−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 3, 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 5SPTS14.4%

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 3, 2026 · share of each fund

EVTR vs FISR Returns, Every Period

Eaton VanceEVTR

−0.1%

past year

FISRSPDR

−0.7%

past year

EVTRFISRFaded: behind in that period

2–0EVTR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EVTR vs FISR

YTD

Eaton VanceEVTR

−0.8%

FISRSPDR

−1.0%

−0.8%Year to date−1.0%

−4.7%Worst drop · 1Y−5.0%

4.2%Volatility · 1Y4.6%

5.1%Yield4.4%

$6.6BAssets$639M

4–0EVTR wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: EVTR, FISR

5.06%highest, EVTR

FundTrailing yieldYield$10k

EVTR5.06%$506

FISR4.39%$439

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$474most kept, EVTR

EVTR$506 − $32 = $474

FISR$439 − $50 = $389

KeptFee

End-of-day Nov 3, 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 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.1%EVTR, at 4.2% volatility

EVTRWorst drop−4.7%4.2% vol

FISRWorst drop−5.0%4.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EVTRFISR

−0.8%Year to date−1.0%

5.1%Yield4.4%

−0.1%Past year−0.7%

0.32%Fee0.50%

4–0EVTR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026