Compare · 2 funds side by side · dividends reinvested

MUB and EVPF

MUBiShares×EVPFEaton Vance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,414MUB · best of the two

02 / 03

MUB and EVPF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B1.1

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M1.5

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: MUB 2007 · EVPF 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

MUB

iShares National Muni Bond ETF · $54.7B$10,414

$10,000 five years ago, dividends reinvested

EVPFMeasureMUB

[…]Year to dateJan 1 → Nov 5+0.5%

[…]1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

3.77%Trailing 12-mo yield$377 · $327 a year on $10k3.27%

[…]Worst dropSmaller is better−6.3%

[…]VolatilityLower is calmer3.7%

EVPFMUB 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 MUB: Top 5 Holdings

Today

EVPF

5.9%in top 5

MUB

in top 5[…]

EVPFStockMUB

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 common[…]

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

EVPF vs MUB Returns, Every Period

Eaton VanceEVPF

[…]

past year

MUBiShares

+0.9%

past year

Returns […]

EVPFMUBFaded: behind in that period

0–0Level

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

Income vs Bonds: EVPF vs MUB

YTD

Eaton VanceEVPF

[…]

MUBiShares

+0.5%

[…]Year to date+0.5%

[…]Worst drop · 1Y−6.3%

[…]Volatility · 1Y3.7%

3.8%Yield3.3%

$57.8MAssets$54.7B

1–0EVPF wins

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

Cost, Income and Risk

Fees: MUB, EVPF

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

EVPF0.20%$20

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

Yields: MUB, EVPF

3.77%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.77%$377

MUB3.27%$327

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

Income After Fees on $10,000

$357most kept, EVPF

EVPF$377 − $20 = $357

MUB$327 − $5 = $322

KeptFee

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

Overlap: MUB, EVPF

Today

[…]holdings […]

MUBEVPF

MUB—[…]

EVPF[…]—

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

Return vs Bumpiness: 2 ETFs

+0.9%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

EVPFMUB

[…]Year to date+0.5%

3.8%Yield3.3%

[…]Past year+0.9%

0.20%Fee0.05%

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026