EVPF Alternatives & Similar ETFs

Eaton Vance Preferred Securities and Income ETF (EVPF) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EVPF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EVPF

EVPF charges 0.39% annually. There are 3 ETFs in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.20%.

Symbol	Name	Expense Ratio	AUM	Inception
ICVT	iShares Convertible Bond ETF	0.20%	7.48B	Jun 2015	EVPF vs ICVT
PFFD	Global X U.S. Preferred ETF	0.23%	2.17B	Sep 2017	EVPF vs PFFD
PFFV	Global X Variable Rate Preferred ETF	0.25%	304.58M	Jun 2020	EVPF vs PFFV
PFXF	VanEck Preferred Securities ex Financials ETF	0.40%	2.44B	Jul 2012	EVPF vs PFXF
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	0.40%	6.03B	Apr 2009	EVPF vs CWB

Best Risk-Adjusted Alternatives to EVPF

Among 28 ETFs in the Preferred Stock/Convertible Bonds category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 80.

Symbol	Name	Risk / Return Rank	AUM	Inception
NPFI	Nuveen Preferred And Income ETF	80	168.85M	Mar 2024	EVPF vs NPFI
ICVT	iShares Convertible Bond ETF	79	7.48B	Jun 2015	EVPF vs ICVT
FCVT	First Trust SSI Strategic Convertible Securities E...	75	116.40M	Nov 2015	EVPF vs FCVT
FPEI	First Trust Institutional Preferred Securities & I...	75	1.92B	Aug 2017	EVPF vs FPEI
CSPF	Cohen & Steers Preferred and Income Opportunities ...	72	65.77M	Feb 2025	EVPF vs CSPF

Top Performing EVPF Alternatives (YTD)

Among 29 ETFs in the Preferred Stock/Convertible Bonds category with YTD return data, the top-performing alternatives shown here go as high as 20.82%.

Symbol	Name	YTD Return	AUM	Inception
FCVT	First Trust SSI Strategic Convertible Securities E...	20.82%	116.40M	Nov 2015	EVPF vs FCVT
ICVT	iShares Convertible Bond ETF	20.52%	7.48B	Jun 2015	EVPF vs ICVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	18.82%	6.03B	Apr 2009	EVPF vs CWB
SPFF	Global X SuperIncome Preferred ETF	3.95%	140.39M	Jul 2012	EVPF vs SPFF
PFXF	VanEck Preferred Securities ex Financials ETF	3.68%	2.44B	Jul 2012	EVPF vs PFXF

Lowest Volatility Alternatives to EVPF

EVPF has 3.91% 1-year volatility. There are 12 ETFs in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 2.89%.

Symbol	Name	Volatility 1Y	AUM	Inception
NPFI	Nuveen Preferred And Income ETF	2.89%	168.85M	Mar 2024	EVPF vs NPFI
VRP	Invesco Variable Rate Preferred ETF	2.90%	2.99B	May 2014	EVPF vs VRP
FPFD	Fidelity Preferred Securities & Income ETF	2.97%	81.24M	Jun 2021	EVPF vs FPFD
CSSD	Cohen & Steers Short Duration Preferred and Income...	3.02%	17.00M	Dec 2025	EVPF vs CSSD
PREF	Principal Spectrum Preferred Secs Active ETF	3.12%	1.70B	Jul 2017	EVPF vs PREF

Lowest Drawdown Alternatives to EVPF

Among 28 ETFs in the Preferred Stock/Convertible Bonds category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.11%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
QTPI	North Square RCIM Tax-Advantaged Preferred and Inc...	-2.11%	74.29M	Dec 2024	EVPF vs QTPI
PFLD	AAM Low Duration Preferred and Income Securities E...	-2.23%	487.73M	Nov 2019	EVPF vs PFLD
FPFD	Fidelity Preferred Securities & Income ETF	-2.75%	81.24M	Jun 2021	EVPF vs FPFD
PREF	Principal Spectrum Preferred Secs Active ETF	-2.88%	1.70B	Jul 2017	EVPF vs PREF
VRP	Invesco Variable Rate Preferred ETF	-2.89%	2.99B	May 2014	EVPF vs VRP

Other ETFs from Eaton Vance

The 10 most viewed Eaton Vance ETFs shown here include EVTR, EVSD, EVLN and span 9 categories. AUM among these funds goes as high as $6B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EVTR	Eaton Vance Total Return Bond ETF	Intermediate Core-Plus Bond	38	0.33%	5.61B	Nov 1984	EVPF vs EVTR
EVSD	Eaton Vance Short Duration Income ETF	Short-Term Bond	89	1.01%	1.34B	Mar 1992	EVPF vs EVSD
EVLN	Eaton Vance Floating-Rate ETF	Bank Loan	76	1.65%	1.36B	Feb 2024	EVPF vs EVLN
EVSB	Eaton Vance Ultra-Short Income ETF	Ultrashort Bond	99	2.10%	232.46M	Oct 2023	EVPF vs EVSB
EVHY	Eaton Vance High Yield ETF	High Yield Bonds	70	1.77%	23.51M	Oct 2023	EVPF vs EVHY
EVMO	Eaton Vance Mortgage Opportunities ETF	Mortgage Backed Securities	—	0.93%	—	Aug 2025	EVPF vs EVMO
XAGG	Eaton Vance Income Opportunities ETF	Multisector Bonds	—	2.53%	—	Nov 2025	EVPF vs XAGG
EVSM	Eaton Vance Short Duration Municipal Income ETF	Municipal Bonds	88	1.37%	771.49M	Dec 2018	EVPF vs EVSM
EVIM	Eaton Vance Intermediate Municipal Income ETF	Municipal Bonds	79	1.88%	261.22M	Oct 2023	EVPF vs EVIM
EVYM	Eaton Vance High Income Municipal ETF	High Yield Muni	92	4.11%	57.80M	Feb 2025	EVPF vs EVYM

Often Compared With EVPF

Investors most often compare EVPF with EPRF, FPE, PFFL. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EPRF	Innovator S&P High Quality Preferred ETF	Preferred Stock/Convertible Bonds	6	-2.73%	69.05M	May 2016	EVPF vs EPRF
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	54	1.24%	6.35B	Feb 2013	EVPF vs FPE
PFFL	ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN	Preferred Stock/Convertible Bonds, Leveraged Bonds	7	-3.10%	4.56M	Sep 2018	EVPF vs PFFL
PQDI	Principal Spectrum Preferred and Income ETF	Preferred Stock/Convertible Bonds	64	1.86%	69.50M	Jun 2020	EVPF vs PQDI
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	34	2.02%	2.45B	May 2018	EVPF vs PFFA
PFFR	InfraCap REIT Preferred ETF	Preferred Stock/Convertible Bonds, REIT	22	2.66%	117.50M	Feb 2017	EVPF vs PFFR
PRFD	PIMCO Preferred And Capital Securities Active Exch...	Preferred Stock/Convertible Bonds	66	1.84%	222.53M	Jan 2023	EVPF vs PRFD
GPRF	Goldman Sachs Access U.S. Preferred Stock and Hybr...	Preferred Stock/Convertible Bonds	37	1.41%	104.70M	Jul 2024	EVPF vs GPRF
JHPI	John Hancock Preferred Income ETF	Preferred Stock/Convertible Bonds	56	1.90%	212.59M	Dec 2021	EVPF vs JHPI
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	16	1.12%	13.39B	Mar 2007	EVPF vs PFF
PGF	Invesco Financial Preferred ETF	Preferred Stock/Convertible Bonds	12	-0.06%	685.65M	Dec 2006	EVPF vs PGF
PGX	Invesco Preferred ETF	Preferred Stock/Convertible Bonds	13	-0.55%	3.90B	Jan 2008	EVPF vs PGX
PSK	SPDR ICE Preferred Securities ETF	Preferred Stock/Convertible Bonds	10	-0.70%	702.10M	Sep 2009	EVPF vs PSK

Compare EVPF with Any Fund or Stock

Compare EVPF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair EVPF with funds that move differently

Eaton Vance Preferred Securities and Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EVPF.

Explore EVPF Diversifiers

Eaton Vance Preferred Securities and Income ETF (EVPF) Alternatives