AGG vs EVPF

AAGG

BEVPF

Measures won2–0AGG wins · of 6 · 5Y

$10,000 · 5Y$9,975AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]AGG and EVPF

AGG

EVPF

iShares Core U.S. Aggregate Bond ETF · $139BEaton Vance Preferred Securities and Income ETF · $58M

+5.6%3 years · per year$11,786 · […][…]

−0.0%5 years · per year$9,975 · […][…]

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

4.12%12-mo yield$412 · $377 on $10k3.77%

−4.6%Worst dropSmaller wins[…]

4.1%VolatilityLower wins[…]

2–0AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsAGG · EVPF

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B
2	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B
2	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AGG vs EVPF

AGG

iShares Core U.S. Aggregate Bond

$9,975

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureAGGEVPF

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield4.12%3.77%

5 years, per year−0.0%[…]

3 years, per year+5.6%[…]

Worst drop · 1Y−4.6%[…]

Volatility · 1Y4.1%[…]

2–0measures won
AGG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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

Overlap: AGG, EVPF

Today

[…]holdings […]

AGGEVPF

AGG—[…]

EVPF[…]—

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

EVPF$377 − $20 = $357

KeptFee

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