EVPF vs SCHD
Eaton Vance Preferred Securities and Income ETF vs Schwab US Dividend Equity ETF
Which is better, EVPF or SCHD?
Preferred Stock against Large Cap Value.
SCHD has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EVPF | SCHD |
|---|---|---|
| Expense Ratio | 0.39% | 0.06%Best |
| AUM | $10M | $112.1B |
| Dividend Yield | 4.29% | 3.00% |
| Holdings | 73 | 103 |
| YTD Return | +0.79% | +23.60%Best |
| 1Y Return | - | +28.29% |
| 3Y Return (annualized) | - | +16.25% |
| 5Y Return (annualized) | - | +10.25% |
| Fund Family | Eaton Vance | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Preferred Stock | Large Cap Value |
| Inception | Mar 3, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
EVPF vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
EVPF vs SCHD Performance
Eaton Vance Preferred Securities and Income ETF (EVPF) is an ETF from Eaton Vance and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, EVPF is up 0.79% versus a gain of 23.60% for SCHD.
Past performance does not guarantee future results.
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. On income, EVPF currently yields 4.29% against 3.00% for SCHD.
Holdings Overlap
At least 1.2% of SCHD's money is in holdings EVPF also owns.
Stated as a floor: for EVPF, our book for it covers 67.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and EVPF share little of their money.
1 positions in common, counted across the 51 positions we hold weights for in EVPF and 100 in SCHD, against full books of 73 and 103.
Top Shared Holdings
| Stock | Weight in EVPF | Weight in SCHD | Difference |
|---|---|---|---|
| FITBFifth Third Bancorp 6.875 04/01/2174 6.875 | 0.85% | 1.19% | 0.34% |
You are not choosing between two funds in isolation.
Whichever of EVPF and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $33 a year on a $10,000 investment.
What is the holdings overlap between EVPF and SCHD?
At least 1.2% of SCHD's money is in holdings EVPF also owns. Our book for EVPF is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 51 positions we hold weights for in EVPF and 100 in SCHD.
Which pays a higher dividend, EVPF or SCHD?
EVPF yields 4.29% while SCHD yields 3.00%, so EVPF currently pays the higher dividend yield.
Is SCHD better than EVPF?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.