NEAR vs EVSD

ANEAR

BEVSD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,184NEAR

Lowest cost0.24%EVSD · $24 on $10k

Most income4.75%EVSD · $475 on $10k

Smallest drop−1.1%NEAR · worst fall in 1Y

Held in common[…]NEAR and EVSD

NEAR

EVSD

iShares Short Duration Bond Active ETF · $5.2BEaton Vance Short Duration Income ETF · $1.6B

+5.1%3 years · per year$11,595 · […][…]

+4.0%5 years · per year$12,184 · […][…]

0.25%Expense ratio$25 · $24 on $10k · lower wins0.24%

4.51%12-mo yield$451 · $475 on $10k4.75%

−1.1%Worst dropSmaller wins−1.6%

1.4%VolatilityLower wins1.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsNEAR · EVSD

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	ANEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	BEVSD	Eaton Vance Short Duration Income ETFRead Desk		0.24%	4.75%	−0.1%	+1.5%	+2.6%	new	new	−1.6%	$1.6B

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	ANEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	BEVSD	Eaton Vance Short Duration Income ETFRead Desk		0.24%	4.75%	−0.1%	+1.5%	+2.6%	new	new	−1.6%	$1.6B

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

NEAR vs EVSD

NEAR

iShares Short Duration Bond Active

$12,184

EVSD

Eaton Vance Short Duration Income

[…]

MeasureNEAREVSD

Fee0.25%0.24%

Cost on $10k a year$25$24

Yield4.51%4.75%

5 years, per year+4.0%[…]

3 years, per year+5.1%[…]

Worst drop · 1Y−1.1%−1.6%

Volatility · 1Y1.4%1.7%

2–2measures won
level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NEAR, EVSD

Today

[…]holdings […]

NEAREVSD

NEAR—[…]

EVSD[…]—

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

Income After Fees on $10,000

$451most kept, EVSD

EVSD$475 − $24 = $451

NEAR$451 − $25 = $426

KeptFee

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