EVPF vs VOO
Eaton Vance Preferred Securities and Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | EVPF | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $10M | $997.4B | |
| Dividend Yield | - | 1.08% | |
| Holdings | 62 | 509 | |
| YTD Return | +1.45% | +13.25% | |
| 1Y Return | - | +19.96% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +12.81% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -2.4% | -34.3% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Mar 3, 2026 | Sep 7, 2010 |
EVPF vs VOO Performance
Eaton Vance Preferred Securities and Income ETF (EVPF) is a ETF from Eaton Vance and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, EVPF is up 1.45% versus a gain of 13.25% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.4% for EVPF and -34.3% for VOO. 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 VOO 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 VOO?
EVPF has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between EVPF and VOO?
EVPF and VOO share 2 common holdings with a 0.4% weight overlap. Combined, they hold 552 unique securities.
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