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EVPFEaton Vance Preferred Securities and Income ETF

Get income#1146 of 1640 for Get income

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in preferred securities and other income-producing securities. The fund invests in both domestic and foreign securities. The fund may invest in securities that, at the time of issuance, are eligible to pay dividends that qualify for favorable U.S. federal income tax treatment, such as dividends treated as qualified dividend income.

Eaton Vance ETFs · Since 2026 (2 months)

Annual Cost

0.39%

#1767 out of 5,332 ETFs

Fund Size

$18M

#4196 out of 5,332 ETFs

Dividend Yield

Track Record

2 months

#5242 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
index tracking

Asset allocation

Bonds
47.9%
Preferred
45.0%
Cash
4.8%
Convertible
2.3%

Top holdings

Morgan Stanley Instl Lqudty Govt InstlMVRXX7.7%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-2.4%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

7.1 years

Avg maturity

10.2 years

Credit ratings

A
3.9%
BBB
82.1%
BB
11.9%
B
0.6%
Other
1.6%

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05