Compare · 4 funds side by side · dividends reinvested

JEPQ, PAPI, CGDV and SCHD

JEPQJ.P. Morgan×PAPIEaton Vance×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

JEPQ, PAPI, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B3.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · PAPI 2023 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

PAPIMeasureSCHD

+17.3%Year to dateJan 1 → Nov 5+32.3%

+21.3%1 yearTotal return+38.7%

+13.3%3 years · per year$10,000 became $14,556 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

7.31%Trailing 12-mo yield$731 · $298 a year on $10k2.98%

−6.9%Worst dropSmaller is better−6.9%

10.4%VolatilityLower is calmer11.7%

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

2–4SCHD wins

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

More Ways to See the Pairs

PAPI vs SCHD: Top 5 Holdings

Today

PAPI

3.1%in top 5

SCHD

in top 521.7%

PAPIStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%MTHnot top 5

0.6%THOnot top 5

Held in common17.4%

End-of-day Nov 5, 2026 · share of each fund

PAPI vs SCHD Returns, Every Period

Eaton VancePAPI

+21.3%

past year

SCHDSchwab

+38.7%

past year

PAPISCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PAPI vs JEPQ

YTD

Eaton VancePAPI

+17.3%

JEPQJ.P. Morgan

+8.5%

+17.3%Year to date+8.5%

−6.9%Worst drop · 1Y−8.8%

10.4%Volatility · 1Y15.5%

7.3%Yield12.2%

$551MAssets$42.1B

3–1PAPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, PAPI, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

CGDV0.33%$33

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, PAPI, CGDV, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PAPI7.31%$731

SCHD2.98%$298

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, PAPI, CGDV, SCHD

Today

29.0%most shared, JEPQ and CGDV

JEPQPAPICGDVSCHD

JEPQ—6.3%29.0%3.8%

PAPI6.3%—9.2%17.4%

CGDV29.0%9.2%—5.8%

SCHD3.8%17.4%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026