Compare · 4 funds side by side · dividends reinvested

PAPI, GPIX, SCHD and JEPQ

PAPIEaton Vance×GPIXGoldman Sachs×SCHDSchwab×JEPQJ.P. Morgan×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,221GPIX · best of the four

02 / 04

PAPI, GPIX, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.1

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.3

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 · SCHD 2011 · JEPQ 2022

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 18.8% in common

GPIXMeasurePAPI

+11.7%Year to dateJan 1 → Nov 9+18.2%

+14.4%1 yearTotal return+21.7%

+19.9%3 years · per year$10,000 became $17,221 · $14,425+13.0%

[…]5 years · per year[…]

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

8.43%Trailing 12-mo yield$843 · $725 a year on $10k7.25%

−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

7.8%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

3.5%GOOGLnot top 5

not top 5BMI0.6%

not top 5APAM0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common18.8%

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

GPIX vs PAPI Returns, Every Period

Goldman SachsGPIX

+14.4%

past year

PAPIEaton Vance

+21.7%

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 JEPQ

YTD

Goldman SachsGPIX

+11.7%

JEPQJ.P. Morgan

+6.6%

+11.7%Year to date+6.6%

−7.7%Worst drop · 1Y−11.5%

12.1%Volatility · 1Y16.9%

8.4%Yield12.4%

$6.3BAssets$40.7B

3–1GPIX wins

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

Cost, Income and Risk

Fees: PAPI, GPIX, SCHD, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

GPIX0.35%$35

JEPQ0.35%$35

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

Yields: PAPI, GPIX, SCHD, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

GPIX8.43%$843

PAPI7.25%$725

SCHD2.96%$296

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

GPIX$843 − $35 = $808

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

KeptFee

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

Overlap: PAPI, GPIX, SCHD, JEPQ

Today

46.9%most shared, GPIX and JEPQ

PAPIGPIXSCHDJEPQ

PAPI—18.8%17.4%6.3%

GPIX18.8%—8.3%46.9%

SCHD17.4%8.3%—3.8%

JEPQ6.3%46.9%3.8%—

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

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%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

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026