Compare · 4 funds side by side · dividends reinvested

PAPI, GPIX, DGRO and SCHD

PAPIEaton Vance×GPIXGoldman Sachs×DGROiShares×SCHDSchwab×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,612DGRO · best of the four

02 / 04

PAPI, GPIX, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+23.2%+20.8%+11.4%−6.5%10.4%$44.7B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.27%+17.9%+21.4%+12.9%[…]−6.9%10.5%$551M2.7

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.41%+12.0%+14.7%+20.0%[…]−7.7%12.1%$6.3B3.3

Rank among the four1st → 4thFee, 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: PAPI 2023 · GPIX 2023 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs S&P 500 Premium Income ETF · $6.3B[…]

GPIX

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

GPIXMeasurePAPI

+12.0%Year to dateJan 1 → Nov 9+17.9%

+14.7%1 yearTotal return+21.4%

+20.0%3 years · per year$10,000 became $17,262 · $14,390+12.9%

[…]5 years · per year[…]

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

8.41%Trailing 12-mo yield$841 · $727 a year on $10k7.27%

−7.7%Worst dropSmaller is better−6.9%

12.1%VolatilityLower is calmer10.5%

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

2–5PAPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GPIX vs PAPI: Top 5 Holdings

Today

GPIX

28.8%in top 5

PAPI

in top 53.1%

GPIXStockPAPI

7.9%AAPLnot top 5

7.0%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

3.5%GOOGLnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common18.9%

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

GPIX vs PAPI Returns, Every Period

Goldman SachsGPIX

+14.7%

past year

PAPIEaton Vance

+21.4%

past year

GPIXPAPIFaded: behind in that period

1–2PAPI wins

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

GPIX vs PAPI

YTD

Goldman SachsGPIX

+12.0%

PAPIEaton Vance

+17.9%

+12.0%Year to date+17.9%

−7.7%Worst drop · 1Y−6.9%

12.1%Volatility · 1Y10.5%

8.4%Yield7.3%

$6.3BAssets$551M

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, GPIX, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

PAPI0.29%$29

GPIX0.35%$35

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

Yields: PAPI, GPIX, DGRO, SCHD

8.41%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.41%$841

PAPI7.27%$727

SCHD2.96%$296

DGRO1.83%$183

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$806most kept, GPIX

GPIX$841 − $35 = $806

PAPI$727 − $29 = $698

SCHD$296 − $6 = $290

DGRO$183 − $8 = $175

KeptFee

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

Overlap: PAPI, GPIX, DGRO, SCHD

Today

41.4%most shared, GPIX and DGRO

PAPIGPIXDGROSCHD

PAPI—18.9%21.7%17.5%

GPIX18.9%—41.4%8.4%

DGRO21.7%41.4%—21.3%

SCHD17.5%8.4%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.4% vol

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+12.0%Year to date+33.1%

8.4%Yield3.0%

+14.7%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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