Compare · 2 funds side by side · dividends reinvested

PAPI and IVV

PAPIEaton Vance×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

PAPI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: PAPI 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Parametric Equity Premium Income ETF · $561M$11,733

PAPI

IVV

iShares Core S&P 500 ETF · $850B$10,837

$10,000 since Jan 1, dividends reinvested · they hold 17.3% in common

PAPIMeasureIVV

+17.3%Year to dateJan 1 → Nov 5+8.4%

+21.3%1 yearTotal return+9.7%

+13.3%3 years · per year$10,000 became $14,556 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

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

7.31%Trailing 12-mo yield$731 · $114 a year on $10k1.14%

−6.9%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.6%

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

5–2PAPI wins

End-of-day Nov 5, 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

3.1%in top 5

IVV

in top 527.7%

PAPIStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%MTHnot top 5

0.6%THOnot top 5

Held in common17.3%

End-of-day Nov 5, 2026 · share of each fund

PAPI vs IVV Returns, Every Period

Eaton VancePAPI

+21.3%

past year

IVViShares

+9.7%

past year

PAPIIVVFaded: behind in that period

2–1PAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: PAPI vs IVV

YTD

Eaton VancePAPI

+17.3%

IVViShares

+8.4%

+17.3%Year to date+8.4%

−6.9%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y13.6%

7.3%Yield1.1%

$561MAssets$850B

4–0PAPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PAPI0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PAPI, IVV

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PAPI, IVV

Today

17.3%most shared, PAPI and IVV

PAPIIVV

PAPI—17.3%

IVV17.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.3%PAPI, at 10.4% volatility

PAPIWorst drop−6.9%10.4% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PAPIIVV

+17.3%Year to date+8.4%

7.3%Yield1.1%

+21.3%Past year+9.7%

0.29%Fee0.03%

3–1PAPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026