Compare · 4 funds side by side · dividends reinvested

PAPI, SCHD, VOO and IVV

PAPIEaton Vance×SCHDSchwab×VOOVanguard×IVViShares×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,084IVV · best of the four

02 / 04

PAPI, SCHD, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: PAPI 2023 · SCHD 2011 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

PAPI

Parametric Equity Premium Income ETF · $561M[…]

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

IVVMeasurePAPI

+8.7%Year to dateJan 1 → Nov 6+17.3%

+9.8%1 yearTotal return+21.3%

+21.8%3 years · per year$10,000 became $18,084 · $14,556+13.3%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

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

1.14%Trailing 12-mo yield$114 · $731 a year on $10k7.31%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer10.4%

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

2–5PAPI wins

End-of-day Nov 6, 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

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%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 common17.5%

End-of-day Nov 6, 2026 · share of each fund

IVV vs PAPI Returns, Every Period

iSharesIVV

+9.8%

past year

PAPIEaton Vance

+21.3%

past year

IVVPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs PAPI

YTD

iSharesIVV

+8.7%

PAPIEaton Vance

+17.3%

+8.7%Year to date+17.3%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y10.4%

1.1%Yield7.3%

$850BAssets$561M

4–0PAPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, SCHD, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SCHD0.06%$6

PAPI0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PAPI, SCHD, VOO, IVV

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD3.00%$300

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PAPI, SCHD, VOO, IVV

Today

92.2%most shared, VOO and IVV

PAPISCHDVOOIVV

PAPI—17.5%16.2%17.5%

SCHD17.5%—7.6%8.7%

VOO16.2%7.6%—92.2%

IVV17.5%8.7%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+17.3%Year to date+31.4%

7.3%Yield3.0%

+21.3%Past year+37.0%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026