Compare · 3 funds side by side · dividends reinvested

VYM, PAPI and CGDV

VYMVanguard×PAPIEaton Vance×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

VYM, PAPI and CGDV, 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%$551M1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.7

Rank among the three1st → 3rdFee, 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: VYM 2006 · PAPI 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

YTD

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

PAPI

CGDV

Capital Group Dividend Value ETF · $37.8B$11,214

$10,000 since Jan 1, dividends reinvested · they hold 9.1% in common

PAPIMeasureCGDV

+18.2%Year to dateJan 1 → Nov 9+12.1%

+21.7%1 yearTotal return+16.1%

+13.0%3 years · per year$10,000 became $14,425 · $18,934+23.7%

[…]5 years · per year[…]

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

7.25%Trailing 12-mo yield$725 · $124 a year on $10k1.24%

−6.9%Worst dropSmaller is better−9.7%

10.5%VolatilityLower is calmer13.5%

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

6–1PAPI 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 CGDV: Top 5 Holdings

Today

PAPI

3.1%in top 5

CGDV

in top 524.2%

PAPIStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common9.1%

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

PAPI vs CGDV Returns, Every Period

Eaton VancePAPI

+21.7%

past year

CGDVCapital Group

+16.1%

past year

PAPICGDVFaded: behind in that period

2–1PAPI wins

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

PAPI vs VYM

YTD

Eaton VancePAPI

+18.2%

VYMVanguard

+15.4%

+18.2%Year to date+15.4%

−6.9%Worst drop · 1Y−6.7%

10.5%Volatility · 1Y10.8%

7.3%Yield2.3%

$551MAssets$78.9B

3–1PAPI wins

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

Cost, Income and Risk

Fees: VYM, PAPI, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

PAPI0.29%$29

CGDV0.33%$33

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

Yields: VYM, PAPI, CGDV

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

VYM2.26%$226

CGDV1.24%$124

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

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

KeptFee

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

Overlap: VYM, PAPI, CGDV

Today

25.2%most shared, VYM and PAPI

VYMPAPICGDV

VYM—25.2%22.8%

PAPI25.2%—9.1%

CGDV22.8%9.1%—

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

Return vs Bumpiness: 3 ETFs

+21.7%PAPI, at 10.5% volatility

PAPIWorst drop−6.9%10.5% vol

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% vol

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

Paid More vs Made More

YTD

PAPIVYM

+18.2%Year to date+15.4%

7.3%Yield2.3%

+21.7%Past year+19.5%

0.29%Fee0.04%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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