VIG vs EVPF

AVIG

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income3.74%EVPF · $374 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%VIG and EVPF

VIG

EVPF

Vanguard Dividend Appreciation ETF · $109BEaton Vance Preferred Securities and Income ETF · $58M

+20.6%3 years · per year$17,533 · […][…]

+11.2%5 years · per year$17,005 · […][…]

0.04%Expense ratio$4 · $20 on $10k · lower wins0.20%

1.44%12-mo yield$144 · $374 on $10k3.74%

−7.9%Worst dropSmaller wins[…]

10.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · EVPF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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
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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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
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

VIG vs EVPF

VIG

Vanguard Dividend Appreciation

$17,005

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureVIGEVPF

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.44%3.74%

5 years, per year+11.2%[…]

3 years, per year+20.6%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y10.2%[…]

1–1measures won
level

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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: VIG, EVPF, SCHD

Today

14.5%most shared, VIG and SCHD

VIGEVPFSCHD

VIG—0.0%14.5%

EVPF0.0%—0.0%

SCHD14.5%0.0%—

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

Income After Fees on $10,000

$354most kept, EVPF

EVPF$374 − $20 = $354

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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