Compare · 3 funds side by side · dividends reinvested

QTPI, EVPF and SCHD

QTPINorth Square×EVPFEaton Vance×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

QTPI, EVPF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.46%−0.6%+0.6%[…][…]−2.8%4.9%$77M1.7

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M2.0

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: QTPI 2024 · EVPF 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M[…]

QTPI

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

QTPIMeasureEVPF

−0.6%Year to dateJan 1 → Nov 5[…]

+0.6%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $20 a year on $10k · lower is better0.20%

4.46%Trailing 12-mo yield$446 · $377 a year on $10k3.77%

−2.8%Worst dropSmaller is better[…]

4.9%VolatilityLower is calmer[…]

QTPIEVPF 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

QTPI vs EVPF: Top 5 Holdings

Today

QTPI

11.9%in top 5

EVPF

in top 55.9%

QTPIStockEVPF

2.8%T-PAnot top 5

2.8%TFC-POnot top 5

2.2%COF-PInot top 5

2.1%SCHW-PJnot top 5

2.0%MTB-PJnot top 5

not top 5AHL1.4%

not top 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common4.5%

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

QTPI vs EVPF Returns, Every Period

North SquareQTPI

+0.6%

past year

EVPFEaton Vance

[…]

past year

Returns […]

QTPIEVPFFaded: behind in that period

0–0Level

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

QTPI vs EVPF

YTD

North SquareQTPI

−0.6%

EVPFEaton Vance

[…]

−0.6%Year to date[…]

−2.8%Worst drop · 1Y[…]

4.9%Volatility · 1Y[…]

4.5%Yield3.8%

$77.0MAssets$57.8M

1–0QTPI wins

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

Cost, Income and Risk

Fees: QTPI, EVPF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EVPF0.20%$20

QTPI0.60%$60

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

Yields: QTPI, EVPF, SCHD

4.46%highest, QTPI

FundTrailing yieldYield$10k

QTPI4.46%$446

EVPF3.77%$377

SCHD2.98%$298

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

Income After Fees on $10,000

$386most kept, QTPI

QTPI$446 − $60 = $386

EVPF$377 − $20 = $357

SCHD$298 − $6 = $292

KeptFee

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

Overlap: QTPI, EVPF, SCHD

Today

4.5%most shared, QTPI and EVPF

QTPIEVPFSCHD

QTPI—4.5%0.0%

EVPF4.5%—0.0%

SCHD0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

QTPIWorst drop−2.8%4.9% vol

SCHDWorst drop−6.9%11.7% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

QTPISCHD

−0.6%Year to date+32.3%

4.5%Yield3.0%

+0.6%Past year+38.7%

0.60%Fee0.06%

3–1SCHD wins

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%

$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