Compare · 4 funds side by side · dividends reinvested

PAPI, VOO, IVV and SCHD

PAPIEaton Vance×VOOVanguard×IVViShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

PAPI, VOO, IVV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.27%+17.9%+21.4%+12.9%[…]−6.9%10.5%$551M2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · VOO 2010 · IVV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $551M$14,390

PAPI

VOO

Vanguard S&P 500 ETF · $1.00T$18,159

$10,000 three years ago, dividends reinvested · they hold 16.2% in common

PAPIMeasureVOO

+17.9%Year to dateJan 1 → Nov 9+11.3%

+21.4%1 yearTotal return+13.6%

+12.9%3 years · per year$10,000 became $14,390 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

7.27%Trailing 12-mo yield$727 · $107 a year on $10k1.07%

−6.9%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.7%

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

5–2PAPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs VOO: Top 5 Holdings

Today

PAPI

3.1%in top 5

VOO

in top 528.3%

PAPIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%THOnot top 5

Held in common16.2%

End-of-day Nov 9, 2026 · share of each fund

PAPI vs VOO Returns, Every Period

Eaton VancePAPI

+21.4%

past year

VOOVanguard

+13.6%

past year

PAPIVOOFaded: behind in that period

2–1PAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PAPI vs SCHD

YTD

Eaton VancePAPI

+17.9%

SCHDSchwab

+33.1%

+17.9%Year to date+33.1%

−6.9%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.8%

7.3%Yield3.0%

$551MAssets$120B

2–1PAPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, VOO, IVV, SCHD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SCHD0.06%$6

PAPI0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAPI, VOO, IVV, SCHD

7.27%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.27%$727

SCHD2.96%$296

IVV1.14%$114

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$698most kept, PAPI

PAPI$727 − $29 = $698

SCHD$296 − $6 = $290

IVV$114 − $3 = $111

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAPI, VOO, IVV, SCHD

Today

92.2%most shared, VOO and IVV

PAPIVOOIVVSCHD

PAPI—16.2%17.5%17.5%

VOO16.2%—92.2%7.6%

IVV17.5%92.2%—8.7%

SCHD17.5%7.6%8.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% vol

IVVWorst drop−8.9%13.6% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+17.9%Year to date+33.1%

7.3%Yield3.0%

+21.4%Past year+39.1%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026