Compare · 4 funds side by side · dividends reinvested

PAPI, JEPI, CGDV and SCHD

PAPIEaton Vance×JEPIJ.P. Morgan×CGDVCapital Group×SCHDSchwab×

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

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

PAPI, JEPI, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.23%+18.5%+20.7%+13.0%[…]−6.9%10.6%$569M2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B3.1

Rank among the four1st → 4thFee, 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: PAPI 2023 · JEPI 2020 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Equity Premium Income ETF · $569M

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PAPI vs CGDV: Top 5 Holdings

Today

PAPI

3.1%in top 5

CGDV

in top 524.1%

PAPIStockCGDV

not top 5MSFT6.8%

not top 5NVDA5.3%

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

Cost, Income and Risk

Fees: PAPI, JEPI, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

CGDV0.33%$33

JEPI0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

[…]

PAPI

CGDV

Capital Group Dividend Value ETF · $38.7B[…]

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

PAPIMeasureCGDV

+18.5%Year to dateJan 1 → Nov 11+13.5%

+20.7%1 yearTotal return+15.0%

+13.0%3 years · per year$10,000 became $14,446 · $19,001+23.9%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $33 a year on $10k · lower is better0.33%

7.23%Trailing 12-mo yield$723 · $123 a year on $10k1.23%

−6.9%Worst dropSmaller is better−9.7%

10.6%VolatilityLower is calmer13.5%

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

6–1PAPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%MOSnot top 5

Held in common9.1%

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

PAPI vs CGDV Returns, Every Period

1Y

Eaton VancePAPI

+20.7%

past year

CGDVCapital Group

+15.0%

past year

PAPICGDVFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPI

YTD

Eaton VancePAPI

+18.5%

JEPIJ.P. Morgan

+8.6%

+18.5%Year to date+8.6%

−6.9%Worst drop · 1Y−6.7%

10.6%Volatility · 1Y9.0%

7.2%Yield7.8%

$569MAssets$46.8B

3–1JEPI wins

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

Yields: PAPI, JEPI, CGDV, SCHD

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

PAPI7.23%$723

SCHD2.93%$293

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

PAPI$723 − $29 = $694

SCHD$293 − $6 = $287

CGDV$123 − $33 = $90

KeptFee

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

Overlap: PAPI, JEPI, CGDV, SCHD

Today

27.3%most shared, JEPI and CGDV

PAPIJEPICGDVSCHD

PAPI—13.6%9.1%17.4%

JEPI13.6%—27.3%8.5%

CGDV9.1%27.3%—5.8%

SCHD17.4%8.5%5.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.6% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

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

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

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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PAPI, JEPI, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four