EVTR vs SCHD5YEVTREVTRAvsBSCHDSCHDEaton Vance Total Return Bond ETF · $6.5BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.32%Expense ratio$32 · $6 on $10k · lower wins0.06%5.10%12-mo yield$510 · $292 on $10k2.92%
Overlap: EVTR, SCHD, VIGToday14.5%most shared, SCHD and VIGEVTRSCHDVIGEVTR—0.0%0.0%SCHD0.0%—14.5%VIG0.0%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
EVTR vs SCHD5YAEVTREaton Vance Total Return Bond[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureEVTRSCHDFee0.32%0.06%Cost on $10k a year$32$6Yield5.10%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y−4.7%−6.9%Volatility · 1Y4.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AEVTREaton Vance Total Return Bond ETFReadDesk0.32%5.10%−0.1%−1.6%−1.2%newnew−4.7%$6.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AEVTREaton Vance Total Return Bond ETFReadDesk0.32%5.10%−0.1%−1.6%−1.2%newnew−4.7%$6.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$46.0BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: EVTR, SCHD, VIGToday14.5%most shared, SCHD and VIGEVTRSCHDVIGEVTR—0.0%0.0%SCHD0.0%—14.5%VIG0.0%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$478most kept, EVTREVTR$510 − $32 = $478SCHD$292 − $6 = $286VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee