Compare · 4 funds side by side · dividends reinvested

IVV, PAPI, SCHD and JEPI

IVViShares×PAPIEaton Vance×SCHDSchwab×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

IVV, PAPI, SCHD and JEPI, 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%$552M2.3

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%$853B2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.8

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: IVV 2000 · PAPI 2023 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

IVVMeasureSCHD

+8.7%Year to dateJan 1 → Nov 6+31.4%

+9.8%1 yearTotal return+37.0%

+21.8%3 years · per year$10,000 became $18,084 · $17,266+20.0%

+11.4%5 years · per year$10,000 became $17,177 · $16,267+10.2%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.14%Trailing 12-mo yield$114 · $300 a year on $10k3.00%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.7%

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

3–5SCHD 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 SCHD: Top 5 Holdings

Today

IVV

27.8%in top 5

SCHD

in top 521.4%

IVVStockSCHD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.7%

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

IVV vs SCHD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IVVSCHDFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs JEPI

YTD

iSharesIVV

+8.7%

JEPIJ.P. Morgan

+5.3%

+8.7%Year to date+5.3%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y8.8%

1.1%Yield8.1%

$853BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IVV, PAPI, SCHD, JEPI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

PAPI0.29%$29

JEPI0.35%$35

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

Yields: IVV, PAPI, SCHD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PAPI7.31%$731

SCHD3.00%$300

IVV1.14%$114

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, PAPI, SCHD, JEPI

Today

39.1%most shared, IVV and JEPI

IVVPAPISCHDJEPI

IVV—17.5%8.7%39.1%

PAPI17.5%—17.5%13.5%

SCHD8.7%17.5%—8.2%

JEPI39.1%13.5%8.2%—

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

JEPIWorst drop−6.7%8.8% vol

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% 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

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%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

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

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