EVPF vs IVV
Eaton Vance Preferred Securities and Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EVPF | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | - | $865.2B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 62 | 508 | |
| YTD Return | +0.89% | +13.80% | |
| 1Y Return | - | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.4% | -56.5% | |
| Fund Family | Eaton Vance | iShares by BlackRock (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Mar 3, 2026 | May 15, 2000 |
EVPF vs IVV Performance
Eaton Vance Preferred Securities and Income ETF (EVPF) is a ETF from Eaton Vance and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, EVPF is up 0.89% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.4% for EVPF and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
EVPF charges 0.39% per year while IVV charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EVPF or IVV?
EVPF has an expense ratio of 0.39% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between EVPF and IVV?
EVPF and IVV share 2 common holdings with a 0.4% weight overlap. Combined, they hold 552 unique securities.
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