EVTR vs TPLS

AEVTR

BTPLS

Measures won3–1EVTR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.32%EVTR · $32 on $10k

Most income5.03%EVTR · $503 on $10k

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

Held in common0.6%EVTR and TPLS

EVTR

TPLS

Eaton Vance Total Return Bond ETF · $6.6BThornburg Core Plus Bond ETF · $20M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.32%Expense ratio$32 · $45 on $10k · lower wins0.45%

5.03%12-mo yield$503 · $492 on $10k4.92%

−4.7%Worst dropSmaller wins−4.8%

4.2%VolatilityLower wins4.1%

3–1EVTR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsEVTR · TPLS

0.6%TYZ61.6%

Held in common0.6%

End-of-day Nov 4, 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						3Y/yr	5Y/yr
1	AEVTR	Eaton Vance Total Return Bond ETFRead Desk		0.32%	5.03%	+0.6%	−0.3%	+0.4%	new	new	−4.7%	$6.6B
2	BTPLS	Thornburg Core Plus Bond ETFRead Desk		0.45%	4.92%	+0.4%	−0.1%	+0.4%	new	new	−4.8%	$20M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AEVTR	Eaton Vance Total Return Bond ETFRead Desk		0.32%	5.03%	+0.6%	−0.3%	+0.4%	new	new	−4.7%	$6.6B
2	BTPLS	Thornburg Core Plus Bond ETFRead Desk		0.45%	4.92%	+0.4%	−0.1%	+0.4%	new	new	−4.8%	$20M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EVTR vs TPLS

EVTR

Eaton Vance Total Return Bond

[…]

TPLS

Thornburg Core Plus Bond

[…]

MeasureEVTRTPLS

Fee0.32%0.45%

Cost on $10k a year$32$45

Yield5.03%4.92%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−4.7%−4.8%

Volatility · 1Y4.2%4.1%

3–1measures won
EVTR first

0.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EVTR, TPLS

Today

0.6%most shared, EVTR and TPLS

EVTRTPLS

EVTR—0.6%

TPLS0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$471most kept, EVTR

EVTR$503 − $32 = $471

TPLS$492 − $45 = $447

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee