Compare · 2 funds side by side · dividends reinvested

PAPI and SPY

PAPIEaton Vance×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

PAPI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

YTD

State Street SPDR S&P 500 ETF · $778B$11,124

SPY

PAPI

Parametric Equity Premium Income ETF · $551M$11,824

$10,000 since Jan 1, dividends reinvested · they hold 17.4% in common

SPYMeasurePAPI

+11.2%Year to dateJan 1 → Nov 9+18.2%

+13.5%1 yearTotal return+21.7%

+21.9%3 years · per year$10,000 became $18,118 · $14,425+13.0%

+11.8%5 years · per year$10,000 became $17,493 · […][…]

0.09%Expense ratio$9 · $29 a year on $10k · lower is better0.29%

1.01%Trailing 12-mo yield$101 · $725 a year on $10k7.25%

−8.9%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer10.5%

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

2–5PAPI wins

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

More Ways to See the Pairs

SPY vs PAPI: Top 5 Holdings

Today

SPY

27.8%in top 5

PAPI

in top 53.1%

SPYStockPAPI

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5BMI0.6%

not top 5APAM0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common17.4%

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

SPY vs PAPI Returns, Every Period

SPDRSPY

+13.5%

past year

PAPIEaton Vance

+21.7%

past year

SPYPAPIFaded: behind in that period

1–2PAPI wins

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

Core vs Income: SPY vs PAPI

YTD

SPDRSPY

+11.2%

PAPIEaton Vance

+18.2%

+11.2%Year to date+18.2%

−8.9%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y10.5%

1.0%Yield7.3%

$778BAssets$551M

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PAPI0.29%$29

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

Yields: PAPI, SPY

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

SPY1.01%$101

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

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

SPY$101 − $9 = $92

KeptFee

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

Overlap: PAPI, SPY

Today

17.4%most shared, PAPI and SPY

PAPISPY

PAPI—17.4%

SPY17.4%—

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

Return vs Bumpiness: 2 ETFs

+21.7%PAPI, at 10.5% volatility

PAPIWorst drop−6.9%10.5% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

PAPISPY

+18.2%Year to date+11.2%

7.3%Yield1.0%

+21.7%Past year+13.5%

0.29%Fee0.09%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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