EVPF vs VYM
Eaton Vance Preferred Securities and Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EVPF | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 62 | 568 | |
| YTD Return | +0.73% | +16.16% | |
| 1Y Return | - | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -2.4% | -58.8% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Mar 3, 2026 | Nov 10, 2006 |
EVPF vs VYM Performance
Eaton Vance Preferred Securities and Income ETF (EVPF) is a ETF from Eaton Vance and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, EVPF is up 0.73% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.4% for EVPF and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, EVPF or VYM?
EVPF has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
What is the holdings overlap between EVPF and VYM?
EVPF and VYM share 2 common holdings with a 1.0% weight overlap. Combined, they hold 605 unique securities.
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