EVPF vs SPYM

AEVPF

BSPYM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income3.71%EVPF · $371 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.3%EVPF and SPYM

EVPF

SPYM

Eaton Vance Preferred Securities and Income ETF · $58MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

3.71%12-mo yield$371 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.7%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVPF · SPYM

0.5%C0.3%

Held in common0.3%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.71%	+1.4%	new	new	new	new	[…]	$58M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.71%	+1.4%	new	new	new	new	[…]	$58M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EVPF vs SPYM

EVPF

Eaton Vance Preferred Securities and Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureEVPFSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield3.71%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

1–1measures won
level

0.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EVPF, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

EVPFSPYMSPY

EVPF—0.3%0.3%

SPYM0.3%—99.9%

SPY0.3%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$351most kept, EVPF

EVPF$371 − $20 = $351

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee