EVPF vs SCHD

AEVPF

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · MUB $10,414

Lowest cost0.05%MUB · $5 on $10k

Most income3.77%EVPF · $377 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common0.0%EVPF and SCHD

EVPF

SCHD

Eaton Vance Preferred Securities and Income ETF · $58MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

3.77%12-mo yield$377 · $298 on $10k2.98%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.7%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVPF · SCHD

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
3	AEVPF	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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
3	AEVPF	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

EVPF vs SCHD

EVPF

Eaton Vance Preferred Securities and Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureEVPFSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.77%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

1–1measures won
level

0.0%

holdings shared

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

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

Overlap: EVPF, SCHD, MUB

Today

0.0%most shared, EVPF and SCHD

EVPFSCHDMUB

EVPF—0.0%[…]

SCHD0.0%—[…]

MUB[…][…]—

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

Income After Fees on $10,000

$357most kept, EVPF

EVPF$377 − $20 = $357

MUB$327 − $5 = $322

SCHD$298 − $6 = $292

KeptFee

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