Compare · 2 funds side by side · dividends reinvested

SPY and EVPF

SPYSPDR×EVPFEaton Vance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 03

SPY and EVPF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.1

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$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 9, 2026 · returns include dividends · since: SPY 1993 · EVPF 2026

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SPYMeasureEVPF

+11.2%Year to dateJan 1 → Nov 9[…]

+13.5%1 yearTotal return[…]

+21.9%3 years · per year$10,000 became $18,118 · […][…]

+11.8%5 years · per year$10,000 became $17,493 · […][…]

0.09%Expense ratio$9 · $20 a year on $10k · lower is better0.20%

1.01%Trailing 12-mo yield$101 · $371 a year on $10k3.71%

−8.9%Worst dropSmaller is better[…]

13.7%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs EVPF: Top 5 Holdings

Today

SPY

27.8%in top 5

EVPF

in top 55.9%

SPYStockEVPF

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.3%

End-of-day Nov 9, 2026 · share of each fund

SPY vs EVPF Returns, Every Period

SPDRSPY

+13.5%

past year

EVPFEaton Vance

[…]

past year

Returns […]

SPYEVPFFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs EVPF

YTD

SPDRSPY

+11.2%

EVPFEaton Vance

[…]

+11.2%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.7%Volatility · 1Y[…]

1.0%Yield3.7%

$778BAssets$58.1M

1–0EVPF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, EVPF

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EVPF0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPY, EVPF

3.71%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.71%$371

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$351most kept, EVPF

EVPF$371 − $20 = $351

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPY, EVPF

Today

0.3%most shared, SPY and EVPF

SPYEVPF

SPY—0.3%

EVPF0.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

EVPFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EVPFSPY

[…]Year to date+11.2%

3.7%Yield1.0%

[…]Past year+13.5%

0.20%Fee0.09%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026