Compare · 2 funds side by side · dividends reinvested

CGDV and PAPI

CGDVCapital Group×PAPIEaton Vance×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$19,001CGDV · best of the two

Story of the two · IncomeMost incomePAPI · 7.23% · $723 a year on $10k

Story of the two · RiskSmallest drop

CGDV and PAPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.23%+18.5%+20.7%+13.0%[…]−6.9%10.6%$569M1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B1.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: CGDV 2022 · PAPI 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $38.7B[…]

CGDV

PAPI

Parametric Equity Premium Income ETF · $569M[…]

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

CGDVMeasurePAPI

+13.5%

More Ways to See the Pairs

CGDV vs PAPI: Top 5 Holdings

Today

CGDV

24.1%in top 5

PAPI

in top 53.1%

CGDVStockPAPI

6.8%MSFTnot top 5

5.3%NVDAnot top 5

4.6%AVGOnot top 5

4.2%METAnot top 5

3.3%GEnot top 5

Cost, Income and Risk

Fees: CGDV, PAPI

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

CGDV0.33%$33

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CGDV, PAPI

1Y

7.23%highest, PAPI

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+18.5%

+15.0%1 yearTotal return+20.7%

+23.9%3 years · per year$10,000 became $19,001 · $14,446+13.0%

[…]5 years · per year[…]

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

1.23%Trailing 12-mo yield$123 · $723 a year on $10k7.23%

−9.7%Worst dropSmaller is better−6.9%

13.5%VolatilityLower is calmer10.6%

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

1–6PAPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5MOS0.6%

Held in common9.1%

End-of-day Nov 11, 2026 · share of each fund

CGDV vs PAPI Returns, Every Period

1Y

Capital GroupCGDV

+15.0%

past year

PAPIEaton Vance

+20.7%

past year

CGDVPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CGDV vs PAPI

YTD

Capital GroupCGDV

+13.5%

PAPIEaton Vance

+18.5%

+13.5%Year to date+18.5%

−9.7%Worst drop · 1Y−6.9%

13.5%Volatility · 1Y10.6%

1.2%Yield7.2%

$38.7BAssets$569M

4–0PAPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

PAPI7.23%$723

CGDV1.23%$123

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$694most kept, PAPI

PAPI$723 − $29 = $694

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CGDV, PAPI

Today

9.1%most shared, CGDV and PAPI

CGDVPAPI

CGDV—9.1%

PAPI9.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.7%PAPI, at 10.6% volatility

PAPIWorst drop−6.9%10.6% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PAPICGDV

+18.5%Year to date+13.5%

7.2%Yield1.2%

+20.7%Past year+15.0%

0.29%Fee0.33%

4–0PAPI wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

CGDV and PAPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two