EVPF vs VTI
Eaton Vance Preferred Securities and Income ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | EVPF | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | - | $663.5B | |
| Dividend Yield | - | 1.07% | |
| Holdings | 62 | 3,543 | |
| YTD Return | +0.73% | +13.87% | |
| 1Y Return | - | +23.31% | |
| 3Y Return (annualized) | - | +21.17% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -2.4% | -56.6% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Mar 3, 2026 | May 24, 2001 |
EVPF vs VTI Performance
Eaton Vance Preferred Securities and Income ETF (EVPF) is a ETF from Eaton Vance and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, EVPF is up 0.73% versus a gain of 13.87% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.4% for EVPF and -56.6% for VTI. 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 VTI 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 VTI?
EVPF has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between EVPF and VTI?
EVPF and VTI share 2 common holdings with a 0.4% weight overlap. Combined, they hold 2830 unique securities.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.