Compare · 2 funds side by side · dividends reinvested

PGX and EVPF

PGXInvesco×EVPFEaton Vance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,908PGX · best of the two

02 / 03

PGX and EVPF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Preferred ETFUnsorted0.50%6.87%−6.7%−7.2%+5.1%−2.3%−10.4%6.4%$3.6B1.1

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: PGX 2008 · EVPF 2026

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Preferred ETF · $3.6B$8,908

PGX

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

PGXMeasureEVPF

−6.7%Year to dateJan 1 → Nov 5[…]

−7.2%1 yearTotal return[…]

+5.1%3 years · per year$10,000 became $11,610 · […][…]

−2.3%5 years · per year$10,000 became $8,908 · […][…]

0.50%Expense ratio$50 · $20 a year on $10k · lower is better0.20%

6.87%Trailing 12-mo yield$687 · $377 a year on $10k3.77%

−10.4%Worst dropSmaller is better[…]

6.4%VolatilityLower is calmer[…]

PGXEVPF 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

PGX vs EVPF: Top 5 Holdings

Today

PGX

7.2%in top 5

EVPF

in top 55.9%

PGXStockEVPF

1.7%JPM-PCnot top 5

1.5%JPM-PDnot top 5

not top 5AHL1.4%

1.4%WFC-PZnot top 5

1.3%JPM-PMnot top 5

1.3%JPM-PLnot top 5

not top 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common9.0%

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

PGX vs EVPF Returns, Every Period

InvescoPGX

−7.2%

past year

EVPFEaton Vance

[…]

past year

Returns […]

PGXEVPFFaded: behind in that period

0–0Level

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

Unsorted vs Income: PGX vs EVPF

YTD

InvescoPGX

−6.7%

EVPFEaton Vance

[…]

−6.7%Year to date[…]

−10.4%Worst drop · 1Y[…]

6.4%Volatility · 1Y[…]

6.9%Yield3.8%

$3.6BAssets$57.8M

1–0PGX wins

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

Cost, Income and Risk

Fees: PGX, EVPF

Today

0.20%lowest, EVPF

FundExpense ratioFee$10k

EVPF0.20%$20

PGX0.50%$50

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

Yields: PGX, EVPF

6.87%highest, PGX

FundTrailing yieldYield$10k

PGX6.87%$687

EVPF3.77%$377

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

Income After Fees on $10,000

$637most kept, PGX

PGX$687 − $50 = $637

EVPF$377 − $20 = $357

KeptFee

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

Overlap: PGX, EVPF

Today

9.0%most shared, PGX and EVPF

PGXEVPF

PGX—9.0%

EVPF9.0%—

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

Return vs Bumpiness: 2 ETFs

−7.2%PGX, at 6.4% volatility

PGXWorst drop−10.4%6.4% vol

EVPFWorst drop[…][…]

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

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