EVTR vs BSV

AEVTR

BBSV

Measures won1–3BSV wins · of 6 · 5Y

$10,000 · 5Y$11,005BSV

Lowest cost0.03%BSV · $3 on $10k

Most income5.02%EVTR · $502 on $10k

Smallest drop−1.4%BSV · worst fall in 1Y

Held in common[…]EVTR and BSV

EVTR

BSV

Eaton Vance Total Return Bond ETF · $6.6BVanguard Short-Term Bond ETF · $45.4B

[…]3 years · per year[…] · $11,510+4.8%

[…]5 years · per year[…] · $11,005+1.9%

0.32%Expense ratio$32 · $3 on $10k · lower wins0.03%

5.02%12-mo yield$502 · $409 on $10k4.09%

−4.7%Worst dropSmaller wins−1.4%

4.2%VolatilityLower wins1.9%

1–3BSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVTR · BSV

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.09%	+0.2%	+1.2%	+1.9%	+4.8%	+1.9%	−1.4%	$45.4B
2	AEVTR	Eaton Vance Total Return Bond ETFRead Desk		0.32%	5.02%	+0.2%	−0.1%	+0.7%	new	new	−4.7%	$6.6B

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

Both

5Y2 funds

#			Trend
1	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.09%	+0.2%	+1.2%	+1.9%	+4.8%	+1.9%	−1.4%	$45.4B
2	AEVTR	Eaton Vance Total Return Bond ETFRead Desk		0.32%	5.02%	+0.2%	−0.1%	+0.7%	new	new	−4.7%	$6.6B

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

EVTR vs BSV

EVTR

Eaton Vance Total Return Bond

[…]

BSV

Vanguard Short-Term Bond

$11,005

MeasureEVTRBSV

Fee0.32%0.03%

Cost on $10k a year$32$3

Yield5.02%4.09%

5 years, per year[…]+1.9%

3 years, per year[…]+4.8%

Worst drop · 1Y−4.7%−1.4%

Volatility · 1Y4.2%1.9%

3–1measures won
BSV first

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: EVTR, BSV

Today

[…]holdings […]

EVTRBSV

EVTR—[…]

BSV[…]—

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

Income After Fees on $10,000

$470most kept, EVTR

EVTR$502 − $32 = $470

BSV$409 − $3 = $406

KeptFee

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