Compare · 4 funds side by side · dividends reinvested

PAPI, VIG, SCHD and CGDV

PAPIEaton Vance×VIGVanguard×SCHDSchwab×CGDVCapital Group×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,977CGDV · best of the four

02 / 04

PAPI, VIG, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.27%+17.9%+21.4%+12.9%[…]−6.9%10.5%$551M2.0

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

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B3.6

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 · VIG 2006 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

PAPIMeasureVIG

+17.9%Year to dateJan 1 → Nov 9+14.8%

+21.4%1 yearTotal return+17.6%

+12.9%3 years · per year$10,000 became $14,390 · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

7.27%Trailing 12-mo yield$727 · $146 a year on $10k1.46%

−6.9%Worst dropSmaller is better−7.9%

10.5%VolatilityLower is calmer11.0%

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

5–2PAPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs VIG: Top 5 Holdings

Today

PAPI

3.1%in top 5

VIG

in top 522.1%

PAPIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%THOnot top 5

Held in common16.8%

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

PAPI vs VIG Returns, Every Period

Eaton VancePAPI

+21.4%

past year

VIGVanguard

+17.6%

past year

PAPIVIGFaded: behind in that period

2–1PAPI wins

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

PAPI vs SCHD

YTD

Eaton VancePAPI

+17.9%

SCHDSchwab

+33.1%

+17.9%Year to date+33.1%

−6.9%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.8%

7.3%Yield3.0%

$551MAssets$120B

2–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, VIG, SCHD, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

CGDV0.33%$33

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

Yields: PAPI, VIG, SCHD, CGDV

7.27%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.27%$727

SCHD2.96%$296

VIG1.46%$146

CGDV1.24%$124

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

Income After Fees on $10,000

$698most kept, PAPI

PAPI$727 − $29 = $698

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: PAPI, VIG, SCHD, CGDV

Today

29.4%most shared, VIG and CGDV

PAPIVIGSCHDCGDV

PAPI—16.8%17.5%9.1%

VIG16.8%—14.5%29.4%

SCHD17.5%14.5%—5.9%

CGDV9.1%29.4%5.9%—

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.6% vol

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

Paid More vs Made More

YTD

PAPISCHD

+17.9%Year to date+33.1%

7.3%Yield3.0%

+21.4%Past year+39.1%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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