Compare · 3 funds side by side · dividends reinvested

VYM, EVPF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

VYM, EVPF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

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: VYM 2006 · EVPF 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,002

VYM

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

VYMMeasureEVPF

+13.3%Year to dateJan 1 → Nov 5[…]

+17.7%1 yearTotal return[…]

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+11.2%5 years · per year$10,000 became $17,002 · […][…]

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

2.30%Trailing 12-mo yield$230 · $377 a year on $10k3.77%

−6.7%Worst dropSmaller is better[…]

10.6%VolatilityLower is calmer[…]

VYMEVPF 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

VYM vs EVPF: Top 5 Holdings

Today

VYM

18.2%in top 5

EVPF

in top 55.9%

VYMStockEVPF

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot 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 common0.5%

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

VYM vs EVPF Returns, Every Period

VanguardVYM

+17.7%

past year

EVPFEaton Vance

[…]

past year

Returns […]

VYMEVPFFaded: behind in that period

0–0Level

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

VYM vs EVPF

YTD

VanguardVYM

+13.3%

EVPFEaton Vance

[…]

+13.3%Year to date[…]

−6.7%Worst drop · 1Y[…]

10.6%Volatility · 1Y[…]

2.3%Yield3.8%

$78.9BAssets$58.2M

1–0EVPF wins

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

Cost, Income and Risk

Fees: VYM, EVPF, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

EVPF0.20%$20

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

Yields: VYM, EVPF, SCHD

3.77%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.77%$377

SCHD2.98%$298

VYM2.30%$230

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

Income After Fees on $10,000

$357most kept, EVPF

EVPF$377 − $20 = $357

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

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

Overlap: VYM, EVPF, SCHD

Today

21.9%most shared, VYM and SCHD

VYMEVPFSCHD

VYM—0.5%21.9%

EVPF0.5%—0.0%

SCHD21.9%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

VYMWorst drop−6.7%10.6% 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

EVPFSCHD

[…]Year to date+32.3%

3.8%Yield3.0%

[…]Past year+38.7%

0.20%Fee0.06%

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026