VYM vs EVPF

AVYM

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,742VYM

Lowest cost0.04%VYM · $4 on $10k

Most income3.74%EVPF · $374 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.5%VYM and EVPF

VYM

EVPF

Vanguard High Dividend Yield ETF · $78.9BEaton Vance Preferred Securities and Income ETF · $58M

+21.6%3 years · per year$17,970 · […][…]

+12.2%5 years · per year$17,742 · […][…]

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

2.22%12-mo yield$222 · $374 on $10k3.74%

−6.7%Worst dropSmaller wins[…]

10.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsVYM · EVPF

0.9%C0.5%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
1	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	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

Both

5Y2 funds

#			Trend
1	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	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

VYM vs EVPF

VYM

Vanguard High Dividend Yield

$17,742

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureVYMEVPF

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield2.22%3.74%

5 years, per year+12.2%[…]

3 years, per year+21.6%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y10.1%[…]

1–1measures won
level

0.5%

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: VYM, EVPF

Today

0.5%most shared, VYM and EVPF

VYMEVPF

VYM—0.5%

EVPF0.5%—

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

VYM$222 − $4 = $218

KeptFee

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