QTPI vs EVPF

AQTPI

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income4.42%QTPI · $442 on $10k

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

Held in common4.5%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 · $376 on $10k3.76%

−2.8%Worst dropSmaller wins[…]

4.9%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQTPI · EVPF

1.8%FITB-PM1.3%

1.3%KEY-PL1.3%

1.0%SCHW-PD0.9%

0.8%SYF-PB1.0%

Held in common4.5%

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.42%	+0.9%	+0.3%	+1.1%	new	new	−2.8%	$77M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.42%	+0.9%	+0.3%	+1.1%	new	new	−2.8%	$77M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

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

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%3.76%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−2.8%[…]

Volatility · 1Y4.9%[…]

1–1measures won
level

4.5%

holdings shared

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QTPI, EVPF, VYM

Today

4.5%most shared, QTPI and EVPF

QTPIEVPFVYM

QTPI—4.5%0.0%

EVPF4.5%—0.5%

VYM0.0%0.5%—

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

Income After Fees on $10,000

$382most kept, QTPI

QTPI$442 − $60 = $382

EVPF$376 − $20 = $356

VYM$231 − $4 = $227

KeptFee

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