Compare · 2 funds side by side · dividends reinvested

PAPI and JEPQ

PAPIEaton Vance×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$12,068PAPI · best of the two

02 / 04

PAPI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.33%+17.0%+20.7%+13.7%[…]−6.9%10.1%$553M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: PAPI 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $553M[…]

PAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

PAPIMeasureJEPQ

+17.0%Year to dateJan 1 → Nov 3+7.5%

+20.7%1 yearTotal return+8.6%

+13.7%3 years · per year$10,000 became $14,709 · $17,450+20.4%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

7.33%Trailing 12-mo yield$733 · $1,228 a year on $10k12.28%

−6.9%Worst dropSmaller is better−8.8%

10.1%VolatilityLower is calmer15.5%

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

5–2PAPI wins

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

More Ways to See the Pairs

PAPI vs JEPQ: Top 5 Holdings

Today

PAPI

3.0%in top 5

JEPQ

in top 527.5%

PAPIStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

0.6%BMInot top 5

0.6%EXPOnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%APAMnot top 5

Held in common6.3%

End-of-day Nov 3, 2026 · share of each fund

PAPI vs JEPQ Returns, Every Period

Eaton VancePAPI

+20.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

PAPIJEPQFaded: behind in that period

2–1PAPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PAPI vs JEPQ

YTD

Eaton VancePAPI

+17.0%

JEPQJ.P. Morgan

+7.5%

+17.0%Year to date+7.5%

−6.9%Worst drop · 1Y−8.8%

10.1%Volatility · 1Y15.5%

7.3%Yield12.3%

$553MAssets$41.8B

3–1PAPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, JEPQ

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

JEPQ0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PAPI, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

PAPI7.33%$733

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

PAPI$733 − $29 = $704

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPQ

Today

6.3%most shared, PAPI and JEPQ

PAPIJEPQ

PAPI—6.3%

JEPQ6.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.7%PAPI, at 10.1% volatility

PAPIWorst drop−6.9%10.1% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPAPI

+7.5%Year to date+17.0%

12.3%Yield7.3%

+8.6%Past year+20.7%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026