Compare · 3 funds side by side · dividends reinvested

PAPI, VOO and JEPQ

PAPIEaton Vance×VOOVanguard×JEPQJ.P. Morgan×

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

02 / 04

PAPI, VOO and JEPQ, 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%$551M1.6

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%$1.00T1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.6

Rank among the three1st → 3rdFee, 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 · VOO 2010 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

PAPIMeasureVOO

+18.2%Year to dateJan 1 → Nov 9+11.3%

+21.7%1 yearTotal return+13.6%

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

[…]5 years · per year$10,000 became […] · $17,543+11.9%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

7.25%Trailing 12-mo yield$725 · $107 a year on $10k1.07%

−6.9%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.7%

PAPIVOO 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 VOO: Top 5 Holdings

Today

PAPI

3.1%in top 5

VOO

in top 528.3%

PAPIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common16.3%

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

PAPI vs VOO Returns, Every Period

Eaton VancePAPI

+21.7%

past year

VOOVanguard

+13.6%

past year

PAPIVOOFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPQ

YTD

Eaton VancePAPI

+18.2%

JEPQJ.P. Morgan

+6.6%

+18.2%Year to date+6.6%

−6.9%Worst drop · 1Y−11.5%

10.5%Volatility · 1Y16.9%

7.3%Yield12.4%

$551MAssets$40.7B

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, VOO, JEPQ

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: PAPI, VOO, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

PAPI7.25%$725

VOO1.07%$107

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PAPI$725 − $29 = $696

VOO$107 − $3 = $104

KeptFee

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

Overlap: PAPI, VOO, JEPQ

Today

51.3%most shared, VOO and JEPQ

PAPIVOOJEPQ

PAPI—16.3%6.3%

VOO16.3%—51.3%

JEPQ6.3%51.3%—

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

Return vs Bumpiness: 3 ETFs

+21.7%PAPI, at 10.5% volatility

PAPIWorst drop−6.9%10.5% vol

VOOWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+6.6%Year to date+18.2%

12.4%Yield7.3%

+9.2%Past year+21.7%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026