EVPF vs VTI

AEVPF

BVTI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,697VTI · SCHD $16,459

Lowest cost0.03%VTI · $3 on $10k

Most income3.71%EVPF · $371 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.3%EVPF and VTI

EVPF

VTI

Eaton Vance Preferred Securities and Income ETF · $58MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

3.71%12-mo yield$371 · $106 on $10k1.06%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.9%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVPF · VTI

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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 VTI

EVPF

Eaton Vance Preferred Securities and Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureEVPFVTI

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield3.71%1.06%

5 years, per year[…]+10.8%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.9%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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, VTI, SCHD

Today

7.1%most shared, VTI and SCHD

EVPFVTISCHD

EVPF—0.3%0.0%

VTI0.3%—7.1%

SCHD0.0%7.1%—

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

SCHD$296 − $6 = $290

VTI$106 − $3 = $103

KeptFee

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