Compare · 4 funds side by side · dividends reinvested

JEPI, PAPI, DGRO and VIG

JEPIJ.P. Morgan×PAPIEaton Vance×DGROiShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,171DGRO · best of the four

02 / 04

JEPI, PAPI, DGRO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+23.2%+20.8%+11.4%−6.5%10.4%$44.7B1.5

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.27%+17.9%+21.4%+12.9%[…]−6.9%10.5%$551M2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.9

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: JEPI 2020 · PAPI 2023 · DGRO 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,453

JEPI

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

JEPIMeasurePAPI

+7.5%Year to dateJan 1 → Nov 9+17.9%

+10.9%1 yearTotal return+21.4%

+11.0%3 years · per year$10,000 became $13,684 · $14,390+12.9%

+7.6%5 years · per year$10,000 became $14,453 · […][…]

0.35%Expense ratio$35 · $29 a year on $10k · lower is better0.29%

7.92%Trailing 12-mo yield$792 · $727 a year on $10k7.27%

−6.7%Worst dropSmaller is better−6.9%

9.0%VolatilityLower is calmer10.5%

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

3–4PAPI wins

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

More Ways to See the Pairs

JEPI vs PAPI: Top 5 Holdings

Today

JEPI

9.9%in top 5

PAPI

in top 53.1%

JEPIStockPAPI

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common13.5%

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

JEPI vs PAPI Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

PAPIEaton Vance

+21.4%

past year

JEPIPAPIFaded: behind in that period

0–3PAPI wins

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

JEPI vs PAPI

YTD

J.P. MorganJEPI

+7.5%

PAPIEaton Vance

+17.9%

+7.5%Year to date+17.9%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y10.5%

7.9%Yield7.3%

$45.2BAssets$551M

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, PAPI, DGRO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

PAPI0.29%$29

JEPI0.35%$35

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

Yields: JEPI, PAPI, DGRO, VIG

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PAPI7.27%$727

DGRO1.83%$183

VIG1.46%$146

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

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$727 − $29 = $698

DGRO$183 − $8 = $175

VIG$146 − $4 = $142

KeptFee

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

Overlap: JEPI, PAPI, DGRO, VIG

Today

68.1%most shared, DGRO and VIG

JEPIPAPIDGROVIG

JEPI—13.5%34.3%30.7%

PAPI13.5%—21.7%16.8%

DGRO34.3%21.7%—68.1%

VIG30.7%16.8%68.1%—

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

Return vs Bumpiness: 4 ETFs

+23.2%DGRO, at 10.4% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.4% vol

PAPIWorst drop−6.9%10.5% vol

VIGWorst drop−7.9%11.0% vol

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

Paid More vs Made More

YTD

JEPIDGRO

+7.5%Year to date+19.1%

7.9%Yield1.8%

+10.9%Past year+23.2%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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