EVPF vs QTPI

AEVPF

BQTPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.20%EVPF · $20 on $10k

Most income4.42%QTPI · $442 on $10k

Smallest drop−2.8%QTPI · worst fall in 1Y

Held in common4.4%EVPF and QTPI

EVPF

QTPI

Eaton Vance Preferred Securities and Income ETF · $58MExchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.20%Expense ratio$20 · $60 on $10k · lower wins0.60%

3.74%12-mo yield$374 · $442 on $10k4.42%

[…]Worst dropSmaller wins−2.8%

[…]VolatilityLower wins4.8%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsEVPF · QTPI

1.2%KEY-PL1.3%

1.2%FITB-PM1.7%

0.8%SCHW-PD1.0%

1.0%SYF-PB0.8%

Held in common4.4%

End-of-day Nov 4, 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						3Y/yr	5Y/yr
1	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.74%	+1.0%	new	new	new	new	[…]	$58M
2	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk		0.60%	4.42%	+0.6%	+0.3%	+1.2%	new	new	−2.8%	$77M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.74%	+1.0%	new	new	new	new	[…]	$58M
2	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk		0.60%	4.42%	+0.6%	+0.3%	+1.2%	new	new	−2.8%	$77M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EVPF vs QTPI

EVPF

Eaton Vance Preferred Securities and Income

[…]

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities

[…]

MeasureEVPFQTPI

Fee0.20%0.60%

Cost on $10k a year$20$60

Yield3.74%4.42%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−2.8%

Volatility · 1Y[…]4.8%

1–1measures won
level

4.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EVPF, QTPI

Today

4.4%most shared, EVPF and QTPI

EVPFQTPI

EVPF—4.4%

QTPI4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$382most kept, QTPI

QTPI$442 − $60 = $382

EVPF$374 − $20 = $354

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee