QTPI vs EVPF

AQTPI

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,027DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income5.26%CSSD · $526 on $10k

Smallest drop−2.8%QTPI · worst fall in 1Y

Held in common4.2%QTPI and EVPF

QTPI

EVPF

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77MEaton Vance Preferred Securities and Income ETF · $54M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $20 on $10k · lower wins0.20%

4.45%12-mo yield$445 · $378 on $10k3.78%

−2.8%Worst dropSmaller wins[…]

4.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQTPI · EVPF

1.3%KEY-PL1.2%

1.7%FITB-PM1.2%

1.0%SCHW-PD0.8%

0.8%SYF-PB1.0%

Held in common4.2%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.45%	+0.3%	−0.3%	+0.6%	new	new	−2.8%	$77M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.78%	−0.1%	new	new	new	new	[…]	$54M
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.26%	0.0%	+2.6%	new	new	new	[…]	$69M

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.45%	+0.3%	−0.3%	+0.6%	new	new	−2.8%	$77M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.78%	−0.1%	new	new	new	new	[…]	$54M
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.26%	0.0%	+2.6%	new	new	new	[…]	$69M

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

Cards for this view

QTPI vs EVPF

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities

[…]

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureQTPIEVPF

Fee0.60%0.20%

Cost on $10k a year$60$20

Yield4.45%3.78%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−2.8%[…]

Volatility · 1Y4.7%[…]

1–1measures won
level

4.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: QTPI, EVPF, CSSD, DGRO

Today

4.2%most shared, QTPI and EVPF

QTPIEVPFCSSDDGRO

QTPI—4.2%0.9%0.0%

EVPF4.2%—0.5%0.5%

CSSD0.9%0.5%—0.0%

DGRO0.0%0.5%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$477most kept, CSSD

CSSD$526 − $49 = $477

QTPI$445 − $60 = $385

EVPF$378 − $20 = $358

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee