Compare · 3 funds side by side · dividends reinvested

PAPI, CGDV and JEPQ

PAPIEaton Vance×CGDVCapital Group×JEPQJ.P. Morgan×

Versus in desk

Story of the three · CostLowest cost

01 / 03

IWD+0.0%

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Portfolio

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

PAPI, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.20%+19.1%+21.8%+13.0%[…]−6.9%10.6%$551M1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PAPI 2023 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Parametric Equity Premium Income ETF · $551M$12,179

PAPI

CGDV

Capital Group Dividend Value ETF · $37.8B$11,537

$10,000 one year ago, dividends reinvested · they hold 9.1% in common

PAPI

More Ways to See the Pairs

PAPI vs CGDV: Top 5 Holdings

Today

PAPI

3.1%in top 5

CGDV

in top 524.3%

PAPIStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Cost, Income and Risk

Fees: PAPI, CGDV, JEPQ

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

CGDV0.33%$33

JEPQ0.35%$35

End-of-day Nov 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CGDV

+19.1%Year to dateJan 1 → Nov 10+12.1%

+21.8%1 yearTotal return+15.4%

+13.0%3 years · per year$10,000 became $14,424 · $18,754+23.3%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $33 a year on $10k · lower is better0.33%

7.20%Trailing 12-mo yield$720 · $124 a year on $10k1.24%

−6.9%Worst dropSmaller is better−9.7%

10.6%VolatilityLower is calmer13.5%

PAPICGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1PAPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common9.1%

End-of-day Nov 10, 2026 · share of each fund

PAPI vs CGDV Returns, Every Period

1Y

Eaton VancePAPI

+21.8%

past year

CGDVCapital Group

+15.4%

past year

PAPICGDVFaded: behind in that period

2–1PAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PAPI vs JEPQ

YTD

Eaton VancePAPI

+19.1%

JEPQJ.P. Morgan

+6.0%

+19.1%Year to date+6.0%

−6.9%Worst drop · 1Y−11.5%

10.6%Volatility · 1Y16.9%

7.2%Yield12.4%

$551MAssets$40.7B

3–1PAPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: PAPI, CGDV, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

PAPI7.20%$720

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

PAPI$720 − $29 = $691

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PAPI, CGDV, JEPQ

Today

28.8%most shared, CGDV and JEPQ

PAPICGDVJEPQ

PAPI—9.1%6.3%

CGDV9.1%—28.8%

JEPQ6.3%28.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.8%PAPI, at 10.6% volatility

PAPIWorst drop−6.9%10.6% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPAPI

+6.0%Year to date+19.1%

12.4%Yield7.2%

+8.8%Past year+21.8%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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PAPI, CGDV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PAPI, CGDV, JEPQ