Compare · 3 funds side by side · dividends reinvested

PAPI, VOO and IVV

PAPIEaton Vance×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

PAPI, VOO and IVV, 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%$551M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.4

Rank among the three1st → 3rdFee, 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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

IVV

iShares Core S&P 500 ETF · $887B$19,178

$10,000 three years ago, dividends reinvested · they hold 17.3% in common

PAPIMeasureIVV

+19.3%Year to dateJan 1 → Nov 4+13.4%

+23.4%1 yearTotal return+13.5%

+14.1%3 years · per year$10,000 became $14,871 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

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

7.19%Trailing 12-mo yield$719 · $109 a year on $10k1.09%

−6.9%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.9%

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

5–2PAPI 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 IVV: Top 5 Holdings

Today

PAPI

3.0%in top 5

IVV

in top 527.3%

PAPIStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

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 common17.3%

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

PAPI vs IVV Returns, Every Period

Eaton VancePAPI

+23.4%

past year

IVViShares

+13.5%

past year

PAPIIVVFaded: behind in that period

2–1PAPI wins

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

Income vs Core: PAPI vs IVV

YTD

Eaton VancePAPI

+19.3%

IVViShares

+13.4%

+19.3%Year to date+13.4%

−6.9%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y12.9%

7.2%Yield1.1%

$551MAssets$887B

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

PAPI0.29%$29

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

Yields: PAPI, VOO, IVV

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: PAPI, VOO, IVV

Today

94.5%most shared, VOO and IVV

PAPIVOOIVV

PAPI—16.3%17.3%

VOO16.3%—94.5%

IVV17.3%94.5%—

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

Return vs Bumpiness: 3 ETFs

+23.4%PAPI, at 10.2% volatility

PAPIWorst drop−6.9%10.2% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PAPIIVV

+19.3%Year to date+13.4%

7.2%Yield1.1%

+23.4%Past year+13.5%

0.29%Fee0.03%

3–1PAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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