EVSB vs JPST

AEVSB

BJPST

Measures won3–1EVSB wins · of 6 · 5Y

$10,000 · 5Y$12,120JPST

Lowest cost0.17%EVSB · $17 on $10k

Most income4.55%EVSB · $455 on $10k

Smallest drop−0.2%EVSB · worst fall in 1Y

Held in common[…]EVSB and JPST

EVSB

JPST

Eaton Vance Ultra-Short Income ETF · $374MJPMorgan Ultra-Short Income ETF · $42.5B

+5.3%3 years · per year$11,691 · $11,561+5.0%

[…]5 years · per year[…] · $12,121+3.9%

0.17%Expense ratio$17 · $18 on $10k · lower wins0.18%

4.55%12-mo yield$455 · $413 on $10k4.13%

−0.2%Worst dropSmaller wins−0.2%

0.7%VolatilityLower wins0.5%

3–1EVSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVSB · JPST

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.13%	0.0%	+2.9%	+3.6%	+5.0%	+3.9%	−0.2%	$42.5B
2	AEVSB	Eaton Vance Ultra-Short Income ETFRead Desk		0.17%	4.55%	0.0%	+3.3%	+4.0%	+5.3%	new	−0.2%	$374M

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

Both

5Y2 funds

#			Trend
1	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.13%	0.0%	+2.9%	+3.6%	+5.0%	+3.9%	−0.2%	$42.5B
2	AEVSB	Eaton Vance Ultra-Short Income ETFRead Desk		0.17%	4.55%	0.0%	+3.3%	+4.0%	+5.3%	new	−0.2%	$374M

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

EVSB vs JPST

EVSB

Eaton Vance Ultra-Short Income

[…]

JPST

JPMorgan Ultra-Short Income

$12,121

MeasureEVSBJPST

Fee0.17%0.18%

Cost on $10k a year$17$18

Yield4.55%4.13%

5 years, per year[…]+3.9%

3 years, per year+5.3%+5.0%

Worst drop · 1Y−0.2%−0.2%

Volatility · 1Y0.7%0.5%

3–1measures won
EVSB first

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: EVSB, JPST

Today

[…]holdings […]

EVSBJPST

EVSB—[…]

JPST[…]—

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

Income After Fees on $10,000

$438most kept, EVSB

EVSB$455 − $17 = $438

JPST$413 − $18 = $395

KeptFee

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