Compare · 3 funds side by side · dividends reinvested

GPIX, PAPI and SCHD

GPIXGoldman Sachs×PAPIEaton Vance×SCHDSchwab×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,266SCHD · best of the three

02 / 04

GPIX, PAPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M1.9

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.5B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: GPIX 2023 · PAPI 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

PAPI

Parametric Equity Premium Income ETF · $561M[…]

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

SCHDMeasurePAPI

+31.4%Year to dateJan 1 → Nov 6+17.3%

+37.0%1 yearTotal return+21.3%

+20.0%3 years · per year$10,000 became $17,266 · $14,556+13.3%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $29 a year on $10k · lower is better0.29%

3.00%Trailing 12-mo yield$300 · $731 a year on $10k7.31%

−6.9%Worst dropSmaller is better−6.9%

11.7%VolatilityLower is calmer10.4%

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

4–2SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs PAPI: Top 5 Holdings

Today

SCHD

21.4%in top 5

PAPI

in top 53.1%

SCHDStockPAPI

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common17.5%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs PAPI Returns, Every Period

SchwabSCHD

+37.0%

past year

PAPIEaton Vance

+21.3%

past year

SCHDPAPIFaded: behind in that period

3–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHD vs GPIX

YTD

SchwabSCHD

+31.4%

GPIXGoldman Sachs

+9.3%

+31.4%Year to date+9.3%

−6.9%Worst drop · 1Y−7.7%

11.7%Volatility · 1Y11.9%

3.0%Yield8.6%

$120BAssets$6.5B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GPIX, PAPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

GPIX0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GPIX, PAPI, SCHD

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

PAPI7.31%$731

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GPIX, PAPI, SCHD

Today

18.9%most shared, GPIX and PAPI

GPIXPAPISCHD

GPIX—18.9%8.4%

PAPI18.9%—17.5%

SCHD8.4%17.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+9.3%Year to date+31.4%

8.6%Yield3.0%

+10.9%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026