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 4 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%	7.11B	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%	306.29M	Jun 2020	EVPF vs PFFV
QPFF	American Century Quality Preferred ETF	0.33%	78.51M	Feb 2021	EVPF vs QPFF
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	0.40%	6.21B	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 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
ICVT	iShares Convertible Bond ETF	87	7.11B	Jun 2015	EVPF vs ICVT
FCVT	First Trust SSI Strategic Convertible Securities E...	87	122.33M	Nov 2015	EVPF vs FCVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	83	6.21B	Apr 2009	EVPF vs CWB
NPFI	Nuveen Preferred And Income ETF	76	166.00M	Mar 2024	EVPF vs NPFI
VRP	Invesco Variable Rate Preferred ETF	71	2.86B	May 2014	EVPF vs VRP

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 25.61%.

Symbol	Name	YTD Return	AUM	Inception
FCVT	First Trust SSI Strategic Convertible Securities E...	25.61%	122.33M	Nov 2015	EVPF vs FCVT
ICVT	iShares Convertible Bond ETF	25.28%	7.11B	Jun 2015	EVPF vs ICVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	23.48%	6.21B	Apr 2009	EVPF vs CWB
PFXF	VanEck Vectors Preferred Securities ex Financials ...	8.54%	2.51B	Jul 2012	EVPF vs PFXF
SPFF	Global X SuperIncome Preferred ETF	6.91%	144.35M	Jul 2012	EVPF vs SPFF

Lowest Volatility Alternatives to EVPF

EVPF has 4.31% 1-year volatility. There are 16 ETFs in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 0.00%.

Symbol	Name	Volatility 1Y	AUM	Inception
QPFF	American Century Quality Preferred ETF	0.00%	78.51M	Feb 2021	EVPF vs QPFF
IPPP	Preferred-Plus ETF	0.00%	11.44M	Dec 2018	EVPF vs IPPP
VRP	Invesco Variable Rate Preferred ETF	2.88%	2.86B	May 2014	EVPF vs VRP
NPFI	Nuveen Preferred And Income ETF	2.91%	166.00M	Mar 2024	EVPF vs NPFI
FPFD	Fidelity Preferred Securities & Income ETF	2.95%	83.35M	Jun 2021	EVPF vs FPFD

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%	83.35M	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%	2.86B	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 $5B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EVTR	Eaton Vance Total Return Bond ETF	Intermediate Core-Plus Bond	43	0.28%	5.34B	Nov 1984	EVPF vs EVTR
EVSD	Eaton Vance Short Duration Income ETF	Short-Term Bond	87	0.77%	1.23B	Mar 1992	EVPF vs EVSD
EVLN	Eaton Vance Floating-Rate ETF	Bank Loan	73	1.37%	1.36B	Feb 2024	EVPF vs EVLN
EVSB	Eaton Vance Ultra-Short Income ETF	Ultrashort Bond	99	1.66%	215.18M	Oct 2023	EVPF vs EVSB
EVHY	Eaton Vance High Yield ETF	High Yield Bonds	62	1.09%	23.58M	Oct 2023	EVPF vs EVHY
EVMO	Eaton Vance Mortgage Opportunities ETF	Mortgage Backed Securities	—	0.73%	—	Aug 2025	EVPF vs EVMO
XAGG	Eaton Vance Income Opportunities ETF	Multisector Bonds	—	1.93%	—	Nov 2025	EVPF vs XAGG
EVIM	Eaton Vance Intermediate Municipal Income ETF	Municipal Bonds	76	1.40%	243.39M	Oct 2023	EVPF vs EVIM
EVSM	Eaton Vance Short Duration Municipal Income ETF	Municipal Bonds	86	1.15%	716.50M	Dec 2018	EVPF vs EVSM
EVYM	Eaton Vance High Income Municipal ETF	High Yield Muni	85	3.30%	59.52M	Feb 2025	EVPF vs EVYM

Often Compared With EVPF

Investors most often compare EVPF with CSSD, FPE, PFFA. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CSSD	Cohen & Steers Short Duration Preferred and Income...	Preferred Stock/Convertible Bonds	—	2.56%	17.00M	Dec 2025	EVPF vs CSSD
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	61	0.97%	6.34B	Feb 2013	EVPF vs FPE
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	56	3.08%	2.38B	May 2018	EVPF vs PFFA
PRFD	PIMCO Preferred And Capital Securities Active Exch...	Preferred Stock/Convertible Bonds	69	1.40%	212.22M	Jan 2023	EVPF vs PRFD
CSPF	Cohen & Steers Preferred and Income Opportunities ...	Preferred Stock/Convertible Bonds	71	2.65%	65.77M	Feb 2025	EVPF vs CSPF
EPRF	Innovator S&P High Quality Preferred ETF	Preferred Stock/Convertible Bonds	12	-2.39%	71.11M	May 2016	EVPF vs EPRF
FPEI	First Trust Institutional Preferred Securities & I...	Preferred Stock/Convertible Bonds	70	1.56%	1.88B	Aug 2017	EVPF vs FPEI
PQDI	Principal Spectrum Preferred and Income ETF	Preferred Stock/Convertible Bonds	63	1.19%	68.90M	Jun 2020	EVPF vs PQDI
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	36	2.93%	13.82B	Mar 2007	EVPF vs PFF
PGF	Invesco Financial Preferred ETF	Preferred Stock/Convertible Bonds	20	-0.31%	699.16M	Dec 2006	EVPF vs PGF
PGX	Invesco Preferred ETF	Preferred Stock/Convertible Bonds	24	-0.18%	3.82B	Jan 2008	EVPF vs PGX
JHPI	John Hancock Preferred Income ETF	Preferred Stock/Convertible Bonds	68	1.67%	196.57M	Dec 2021	EVPF vs JHPI
PFFL	ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN	Preferred Stock/Convertible Bonds, Leveraged Bonds	17	0.10%	4.82M	Sep 2018	EVPF vs PFFL
PSK	SPDR ICE Preferred Securities ETF	Preferred Stock/Convertible Bonds	20	-0.35%	720.72M	Sep 2009	EVPF vs PSK
GPRF	Goldman Sachs Access U.S. Preferred Stock and Hybr...	Preferred Stock/Convertible Bonds	49	1.33%	88.06M	Jul 2024	EVPF vs GPRF
PFFR	InfraCap REIT Preferred ETF	Preferred Stock/Convertible Bonds, REIT	23	0.80%	116.70M	Feb 2017	EVPF vs PFFR

Compare EVPF with Any Fund or Stock

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

Symbol name

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