Compare · 3 funds side by side · dividends reinvested

PAPI, CGDV and SCHD

PAPIEaton Vance×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$13,915SCHD · best of the three

02 / 04

PAPI, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M1.7

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: PAPI 2023 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.8B[…]

CGDV

PAPI

Parametric Equity Premium Income ETF · $551M[…]

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

CGDVMeasurePAPI

+12.1%Year to dateJan 1 → Nov 9+18.2%

+16.1%1 yearTotal return+21.7%

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $29 a year on $10k · lower is better0.29%

1.24%Trailing 12-mo yield$124 · $725 a year on $10k7.25%

−9.7%Worst dropSmaller is better−6.9%

13.5%VolatilityLower is calmer10.5%

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

1–6PAPI wins

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

More Ways to See the Pairs

CGDV vs PAPI: Top 5 Holdings

Today

CGDV

24.2%in top 5

PAPI

in top 53.1%

CGDVStockPAPI

6.9%MSFTnot top 5

5.9%NVDAnot top 5

4.1%METAnot top 5

4.0%AVGOnot top 5

3.2%GEnot top 5

not top 5BMI0.6%

not top 5APAM0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common9.1%

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

CGDV vs PAPI Returns, Every Period

Capital GroupCGDV

+16.1%

past year

PAPIEaton Vance

+21.7%

past year

CGDVPAPIFaded: behind in that period

1–2PAPI wins

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

CGDV vs PAPI

YTD

Capital GroupCGDV

+12.1%

PAPIEaton Vance

+18.2%

+12.1%Year to date+18.2%

−9.7%Worst drop · 1Y−6.9%

13.5%Volatility · 1Y10.5%

1.2%Yield7.3%

$37.8BAssets$551M

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

CGDV0.33%$33

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

Yields: PAPI, CGDV, SCHD

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

SCHD2.96%$296

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

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

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

Overlap: PAPI, CGDV, SCHD

Today

17.4%most shared, PAPI and SCHD

PAPICGDVSCHD

PAPI—9.1%17.4%

CGDV9.1%—5.8%

SCHD17.4%5.8%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% 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

PAPISCHD

+18.2%Year to date+33.2%

7.3%Yield3.0%

+21.7%Past year+39.1%

0.29%Fee0.06%

3–1SCHD 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