EVTR vs FISR

AEVTR

BFISR

Measures won4–0EVTR wins · of 6 · 5Y

$10,000 · 5Y$9,498FISR

Lowest cost0.32%EVTR · $32 on $10k

Most income5.02%EVTR · $502 on $10k

Smallest drop−4.7%EVTR · worst fall in 1Y

Held in common8.1%EVTR and FISR

EVTR

FISR

Eaton Vance Total Return Bond ETF · $6.6BState Street Fixed Income Sector Rotation ETF · $641M

[…]3 years · per year[…] · $11,609+5.1%

[…]5 years · per year[…] · $9,498−1.0%

0.32%Expense ratio$32 · $50 on $10k · lower wins0.50%

5.02%12-mo yield$502 · $436 on $10k4.36%

−4.7%Worst dropSmaller wins−5.0%

4.2%VolatilityLower wins4.6%

4–0EVTR wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVTR · FISR

13.4%TUZ67.5%

0.6%TYZ61.6%

0.7%WNZ6-0.6%

Held in common8.1%

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	BFISR	State Street Fixed Income Sector Rotation ETFRead Desk		0.50%	4.36%	+0.3%	−0.2%	0.0%	+5.1%	−1.0%	−5.0%	$641M
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	BFISR	State Street Fixed Income Sector Rotation ETFRead Desk		0.50%	4.36%	+0.3%	−0.2%	0.0%	+5.1%	−1.0%	−5.0%	$641M
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 FISR

EVTR

Eaton Vance Total Return Bond

[…]

FISR

Fixed Income Sector Rotation

$9,498

MeasureEVTRFISR

Fee0.32%0.50%

Cost on $10k a year$32$50

Yield5.02%4.36%

5 years, per year[…]−1.0%

3 years, per year[…]+5.1%

Worst drop · 1Y−4.7%−5.0%

Volatility · 1Y4.2%4.6%

4–0measures won
EVTR first

8.1%

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: EVTR, FISR

Today

8.1%most shared, EVTR and FISR

EVTRFISR

EVTR—8.1%

FISR8.1%—

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

FISR$436 − $50 = $386

KeptFee

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