QTPI vs EVPF

AQTPI

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.42%QTPI · $442 on $10k

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

Held in common4.4%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 · $58M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

4.42%12-mo yield$442 · $374 on $10k3.74%

−2.8%Worst dropSmaller wins[…]

4.8%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, 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 common4.4%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.42%	+0.6%	+0.3%	+1.2%	new	new	−2.8%	$77M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.74%	+1.0%	new	new	new	new	[…]	$58M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.42%	+0.6%	+0.3%	+1.2%	new	new	−2.8%	$77M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.74%	+1.0%	new	new	new	new	[…]	$58M

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

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

Yield4.42%3.74%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−2.8%[…]

Volatility · 1Y4.8%[…]

1–1measures won
level

4.4%

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: QTPI, EVPF, SCHD

Today

4.4%most shared, QTPI and EVPF

QTPIEVPFSCHD

QTPI—4.4%0.0%

EVPF4.4%—0.0%

SCHD0.0%0.0%—

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

Income After Fees on $10,000

$382most kept, QTPI

QTPI$442 − $60 = $382

EVPF$374 − $20 = $354

SCHD$291 − $6 = $285

KeptFee

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