EVPF vs SCHD
Eaton Vance Preferred Securities and Income ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | EVPF | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.06% | |
| AUM | $10M | $108.7B | |
| Dividend Yield | - | 3.13% | |
| Holdings | 62 | 104 | |
| YTD Return | +1.45% | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -2.4% | -33.4% | |
| Fund Family | Eaton Vance | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Mar 3, 2026 | Oct 20, 2011 |
EVPF vs SCHD Performance
Eaton Vance Preferred Securities and Income ETF (EVPF) is a ETF from Eaton Vance and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, EVPF is up 1.45% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.4% for EVPF and -33.4% for SCHD. 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 SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period.
Holdings Overlap
EVPF and SCHD share 1 holdings out of 148 unique holdings combined, representing a 0.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EVPF | Weight in SCHD | Difference |
|---|---|---|---|
| FITB | 0.92% | 1.30% | 0.38% |
Frequently Asked Questions
Which is cheaper, EVPF or SCHD?
EVPF has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
What is the holdings overlap between EVPF and SCHD?
EVPF and SCHD share 1 common holdings with a 0.9% weight overlap. Combined, they hold 148 unique securities.
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