Compare · 4 funds side by side · dividends reinvested

PAPI, CGDV, SCHD and JEPQ

PAPIEaton Vance×CGDVCapital Group×SCHDSchwab×JEPQJ.P. Morgan×

02 / 04

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Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$13,682SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

PAPI, CGDV, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.6

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.28%+17.7%+18.9%+13.1%[…]−6.9%10.6%$572M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B3.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: PAPI 2023 · CGDV 2022 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Equity Premium Income ETF · $572M

More Ways to See the Pairs

PAPI vs CGDV: Top 5 Holdings

Today

PAPI

3.1%in top 5

CGDV

in top 524.0%

PAPIStockCGDV

not top 5MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

not top 5ORCL3.3%

Cost, Income and Risk

Fees: PAPI, CGDV, SCHD, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

CGDV0.33%$33

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

[…]

PAPI

CGDV

Capital Group Dividend Value ETF · $39.2B[…]

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

PAPIMeasureCGDV

+17.7%Year to dateJan 1 → Nov 12+12.7%

+18.9%1 yearTotal return+13.9%

+13.1%3 years · per year$10,000 became $14,466 · $18,895+23.6%

[…]5 years · per year[…]

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

7.28%Trailing 12-mo yield$728 · $124 a year on $10k1.24%

−6.9%Worst dropSmaller is better−9.7%

10.6%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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PIInot top 5

0.6%HASnot top 5

0.6%BMInot top 5

0.6%RPRXnot top 5

0.6%MOSnot top 5

Held in common9.1%

End-of-day Nov 12, 2026 · share of each fund

PAPI vs CGDV Returns, Every Period

1Y

Eaton VancePAPI

+18.9%

past year

CGDVCapital Group

+13.9%

past year

PAPICGDVFaded: behind in that period

2–1PAPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

PAPI vs JEPQ

YTD

Eaton VancePAPI

+17.7%

JEPQJ.P. Morgan

+7.8%

+17.7%Year to date+7.8%

−6.9%Worst drop · 1Y−11.5%

10.6%Volatility · 1Y16.9%

7.3%Yield12.2%

$572MAssets$42.6B

3–1PAPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: PAPI, CGDV, SCHD, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

PAPI7.28%$728

SCHD2.93%$293

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

PAPI$728 − $29 = $699

SCHD$293 − $6 = $287

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PAPI, CGDV, SCHD, JEPQ

Today

28.4%most shared, CGDV and JEPQ

PAPICGDVSCHDJEPQ

PAPI—9.1%17.4%6.3%

CGDV9.1%—5.7%28.4%

SCHD17.4%5.7%—3.8%

JEPQ6.3%28.4%3.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.6% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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PAPI, CGDV, SCHD and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four