Compare · 3 funds side by side · dividends reinvested

DGRO, PAPI and SCHD

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,571DGRO · best of the three

02 / 04

DGRO, PAPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.4

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: DGRO 2014 · PAPI 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

PAPIMeasureSCHD

+18.2%Year to dateJan 1 → Nov 9+33.2%

+21.7%1 yearTotal return+39.1%

+13.0%3 years · per year$10,000 became $14,425 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

7.25%Trailing 12-mo yield$725 · $296 a year on $10k2.96%

−6.9%Worst dropSmaller is better−6.9%

10.5%VolatilityLower is calmer11.8%

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

2–4SCHD 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 SCHD: Top 5 Holdings

Today

PAPI

3.1%in top 5

SCHD

in top 521.4%

PAPIStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

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 common17.4%

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

PAPI vs SCHD Returns, Every Period

Eaton VancePAPI

+21.7%

past year

SCHDSchwab

+39.1%

past year

PAPISCHDFaded: behind in that period

0–3SCHD wins

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

PAPI vs SCHD

YTD

Eaton VancePAPI

+18.2%

SCHDSchwab

+33.2%

+18.2%Year to date+33.2%

−6.9%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.8%

7.3%Yield3.0%

$551MAssets$122B

2–1PAPI wins

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

Cost, Income and Risk

Fees: DGRO, PAPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

PAPI0.29%$29

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

Yields: DGRO, PAPI, SCHD

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

SCHD2.96%$296

DGRO1.84%$184

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

DGRO$184 − $8 = $176

KeptFee

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

Overlap: DGRO, PAPI, SCHD

Today

21.7%most shared, DGRO and PAPI

DGROPAPISCHD

DGRO—21.7%21.3%

PAPI21.7%—17.4%

SCHD21.3%17.4%—

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

DGROWorst drop−6.5%10.3% vol

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% 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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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