EVPF vs QTPI

AEVPF

BQTPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.42%QTPI · $442 on $10k

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

Held in common4.5%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 · $78M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

3.76%12-mo yield$376 · $442 on $10k4.42%

[…]Worst dropSmaller wins−2.8%

[…]VolatilityLower wins4.9%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVPF · QTPI

1.3%FITB-PM1.8%

1.3%KEY-PL1.3%

0.9%SCHW-PD1.0%

1.0%SYF-PB0.8%

Held in common4.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M
3	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.42%	+0.9%	+0.3%	+1.1%	new	new	−2.8%	$78M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M
3	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.42%	+0.9%	+0.3%	+1.1%	new	new	−2.8%	$78M

End-of-day Nov 6, 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

Yield3.76%4.42%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−2.8%

Volatility · 1Y[…]4.9%

1–1measures won
level

4.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EVPF, QTPI, SCHD

Today

4.5%most shared, EVPF and QTPI

EVPFQTPISCHD

EVPF—4.5%0.0%

QTPI4.5%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$382most kept, QTPI

QTPI$442 − $60 = $382

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee