Compare · 3 funds side by side · dividends reinvested

JEPQ, PAPI and CGDV

JEPQJ.P. Morgan×PAPIEaton Vance×CGDVCapital Group×

02 / 04

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

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, PAPI and CGDV, 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%$569M1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

PAPI

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

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

More Ways to See the Pairs

JEPQ vs PAPI: Top 5 Holdings

Today

JEPQ

27.6%in top 5

PAPI

in top 53.1%

JEPQStockPAPI

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.9%MSFTnot top 5

4.4%AMZNnot top 5

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: JEPQ, PAPI, CGDV

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

CGDV0.33%$33

JEPQ0.35%$35

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

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

JEPQ

Measure

PAPI

+8.1%Year to dateJan 1 → Nov 11+18.5%

+9.0%1 yearTotal return+20.7%

+18.2%3 years · per year$10,000 became $16,525 · $14,446+13.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $29 a year on $10k · lower is better0.29%

12.20%Trailing 12-mo yield$1,220 · $723 a year on $10k7.23%

−11.5%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer10.6%

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

2–5PAPI 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 common6.3%

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

JEPQ vs PAPI Returns, Every Period

1Y

J.P. MorganJEPQ

+9.0%

past year

PAPIEaton Vance

+20.7%

past year

JEPQPAPIFaded: behind in that period

1–2PAPI wins

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

JEPQ vs PAPI

YTD

J.P. MorganJEPQ

+8.1%

PAPIEaton Vance

+18.5%

+8.1%Year to date+18.5%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y10.6%

12.2%Yield7.2%

$41.8BAssets$569M

3–1PAPI wins

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

Yields: JEPQ, PAPI, CGDV

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

PAPI7.23%$723

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

PAPI$723 − $29 = $694

CGDV$123 − $33 = $90

KeptFee

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

Overlap: JEPQ, PAPI, CGDV

Today

28.5%most shared, JEPQ and CGDV

JEPQPAPICGDV

JEPQ—6.3%28.5%

PAPI6.3%—9.1%

CGDV28.5%9.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+20.7%PAPI, at 10.6% volatility

PAPIWorst drop−6.9%10.6% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+8.1%Year to date+18.5%

12.2%Yield7.2%

+9.0%Past year+20.7%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

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

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JEPQ, PAPI and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: JEPQ, PAPI, CGDV