Compare · 4 funds side by side · dividends reinvested

PAPI, SCHD, CGDV and JEPI

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

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,754CGDV · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

PAPI, SCHD, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.9

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.20%+19.1%+21.8%+13.0%[…]−6.9%10.6%$562M2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PAPI 2023 · SCHD 2011 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Equity Premium Income ETF · $562M

More Ways to See the Pairs

PAPI vs CGDV: Top 5 Holdings

Today

PAPI

3.1%in top 5

CGDV

in top 524.3%

PAPIStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Cost, Income and Risk

Fees: PAPI, SCHD, CGDV, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

CGDV0.33%$33

JEPI0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

[…]

PAPI

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

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

PAPIMeasureCGDV

+19.1%Year to dateJan 1 → Nov 10+12.1%

+21.8%1 yearTotal return+15.4%

+13.0%3 years · per year$10,000 became $14,424 · $18,754+23.3%

[…]5 years · per year[…]

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

7.20%Trailing 12-mo yield$720 · $124 a year on $10k1.24%

−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 10, 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%SWKnot top 5

Held in common9.1%

End-of-day Nov 10, 2026 · share of each fund

PAPI vs CGDV Returns, Every Period

1Y

Eaton VancePAPI

+21.8%

past year

CGDVCapital Group

+15.4%

past year

PAPICGDVFaded: behind in that period

2–1PAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PAPI vs JEPI

YTD

Eaton VancePAPI

+19.1%

JEPIJ.P. Morgan

+7.6%

+19.1%Year to date+7.6%

−6.9%Worst drop · 1Y−6.7%

10.6%Volatility · 1Y9.0%

7.2%Yield7.9%

$562MAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: PAPI, SCHD, CGDV, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PAPI7.20%$720

SCHD2.94%$294

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$720 − $29 = $691

SCHD$294 − $6 = $288

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PAPI, SCHD, CGDV, JEPI

Today

27.3%most shared, CGDV and JEPI

PAPISCHDCGDVJEPI

PAPI—17.4%9.1%13.6%

SCHD17.4%—5.7%8.3%

CGDV9.1%5.7%—27.3%

JEPI13.6%8.3%27.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%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 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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PAPI, SCHD, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four