Compare · 4 funds side by side · dividends reinvested

PAPI, IVV, VIG and VOO

PAPIEaton Vance×IVViShares×VIGVanguard×VOOVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,159IVV · best of the four

02 / 04

PAPI, IVV, VIG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T3.0

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 · IVV 2000 · VIG 2006 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

PAPI

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

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

IVVMeasurePAPI

+11.3%Year to dateJan 1 → Nov 9+18.2%

+13.6%1 yearTotal return+21.7%

+22.0%3 years · per year$10,000 became $18,159 · $14,425+13.0%

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.11%Trailing 12-mo yield$111 · $725 a year on $10k7.25%

−8.9%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer10.5%

IVVPAPI 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

IVV vs PAPI: Top 5 Holdings

Today

IVV

27.8%in top 5

PAPI

in top 53.1%

IVVStockPAPI

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%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 common17.4%

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

IVV vs PAPI Returns, Every Period

iSharesIVV

+13.6%

past year

PAPIEaton Vance

+21.7%

past year

IVVPAPIFaded: behind in that period

1–2PAPI wins

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

Core vs Income: IVV vs PAPI

YTD

iSharesIVV

+11.3%

PAPIEaton Vance

+18.2%

+11.3%Year to date+18.2%

−8.9%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y10.5%

1.1%Yield7.3%

$853BAssets$551M

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, IVV, VIG, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

VIG0.04%$4

PAPI0.29%$29

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

Yields: PAPI, IVV, VIG, VOO

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

VIG1.46%$146

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

VIG$146 − $4 = $142

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: PAPI, IVV, VIG, VOO

Today

92.7%most shared, IVV and VOO

PAPIIVVVIGVOO

PAPI—17.4%16.8%16.3%

IVV17.4%—42.6%92.7%

VIG16.8%42.6%—40.3%

VOO16.3%92.7%40.3%—

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

Return vs Bumpiness: 4 ETFs

+21.7%PAPI, at 10.5% volatility

PAPIWorst drop−6.9%10.5% vol

VIGWorst drop−7.9%11.0% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

PAPIVIG

+18.2%Year to date+14.8%

7.3%Yield1.5%

+21.7%Past year+17.6%

0.29%Fee0.04%

3–1PAPI 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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026