EVPF vs SPY
Eaton Vance Preferred Securities and Income ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | EVPF | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.09% | |
| AUM | - | $789.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 62 | 505 | |
| YTD Return | +0.89% | +13.75% | |
| 1Y Return | - | +22.91% | |
| 3Y Return (annualized) | - | +21.67% | |
| 5Y Return (annualized) | - | +13.32% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -2.4% | -56.5% | |
| Fund Family | Eaton Vance | State Street Investment Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Mar 3, 2026 | Jan 22, 1993 |
EVPF vs SPY Performance
Eaton Vance Preferred Securities and Income ETF (EVPF) is a ETF from Eaton Vance and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, EVPF is up 0.89% versus a gain of 13.75% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.4% for EVPF and -56.5% for SPY. 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 SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EVPF or SPY?
EVPF has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
What is the holdings overlap between EVPF and SPY?
EVPF and SPY share 2 common holdings with a 0.5% weight overlap. Combined, they hold 550 unique securities.
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