Compare PAPI and CGDV

PAPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PAPI 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Parametric Equity Premium Income ETF · $551M$14,871

PAPI

CGDV

Capital Group Dividend Value ETF · $39.0B$20,044

$10,000 three years ago, dividends reinvested · they hold 8.6% in common

PAPIMeasureCGDV

+19.3%Year to dateJan 1 → Nov 4+14.6%

+23.4%1 yearTotal return+17.5%

+14.1%3 years · per year$10,000 became $14,871 · $20,044+26.1%

[…]5 years · per year[…]

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

7.19%Trailing 12-mo yield$719 · $122 a year on $10k1.22%

−6.9%Worst dropSmaller is better−9.7%

10.2%VolatilityLower is calmer12.6%

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

6–1PAPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs CGDV: Top 5 Holdings

Today

PAPI

3.0%in top 5

CGDV

in top 524.6%

PAPIStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%EXPOnot top 5

0.6%HASnot top 5

Held in common8.6%

End-of-day Nov 4, 2026 · share of each fund

PAPI vs CGDV Returns, Every Period

1Y

Eaton VancePAPI

+23.4%

past year

CGDVCapital Group

+17.5%

past year

PAPICGDVFaded: behind in that period

2–1PAPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PAPI vs CGDV

YTD

Eaton VancePAPI

+19.3%

CGDVCapital Group

+14.6%

+19.3%Year to date+14.6%

−6.9%Worst drop · 1Y−9.7%

10.2%Volatility · 1Y12.6%

7.2%Yield1.2%

$551MAssets$39.0B

4–0PAPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, CGDV

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

CGDV0.33%$33

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PAPI, CGDV

1Y

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$690most kept, PAPI

PAPI$719 − $29 = $690

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PAPI, CGDV

Today

8.6%most shared, PAPI and CGDV

PAPICGDV

PAPI—8.6%

CGDV8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.4%PAPI, at 10.2% volatility

PAPIWorst drop−6.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PAPICGDV

+19.3%Year to date+14.6%

7.2%Yield1.2%

+23.4%Past year+17.5%

0.29%Fee0.33%

4–0PAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026