Compare · 4 funds side by side · dividends reinvested

PAPI, CGDV, JEPI and VYM

PAPIEaton Vance×CGDVCapital Group×JEPIJ.P. Morgan×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

PAPI, CGDV, JEPI and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B3.1

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: PAPI 2023 · CGDV 2022 · JEPI 2020 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

PAPIMeasureCGDV

+17.3%Year to dateJan 1 → Nov 5+9.7%

+21.3%1 yearTotal return+13.2%

+13.3%3 years · per year$10,000 became $14,556 · $19,064+24.0%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $33 a year on $10k · lower is better0.33%

7.31%Trailing 12-mo yield$731 · $127 a year on $10k1.27%

−6.9%Worst dropSmaller is better−9.7%

10.4%VolatilityLower is calmer13.4%

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

6–1PAPI 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 CGDV: Top 5 Holdings

Today

PAPI

3.1%in top 5

CGDV

in top 524.4%

PAPIStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

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 common9.2%

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

PAPI vs CGDV Returns, Every Period

Eaton VancePAPI

+21.3%

past year

CGDVCapital Group

+13.2%

past year

PAPICGDVFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPI

YTD

Eaton VancePAPI

+17.3%

JEPIJ.P. Morgan

+5.2%

+17.3%Year to date+5.2%

−6.9%Worst drop · 1Y−6.7%

10.4%Volatility · 1Y8.8%

7.3%Yield8.1%

$551MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PAPI, CGDV, JEPI, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

PAPI0.29%$29

CGDV0.33%$33

JEPI0.35%$35

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

Yields: PAPI, CGDV, JEPI, VYM

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PAPI7.31%$731

VYM2.30%$230

CGDV1.27%$127

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

VYM$230 − $4 = $226

CGDV$127 − $33 = $94

KeptFee

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

Overlap: PAPI, CGDV, JEPI, VYM

Today

27.2%most shared, CGDV and JEPI

PAPICGDVJEPIVYM

PAPI—9.2%13.5%25.3%

CGDV9.2%—27.2%23.0%

JEPI13.5%27.2%—25.3%

VYM25.3%23.0%25.3%—

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

Return vs Bumpiness: 4 ETFs

+21.3%PAPI, at 10.4% volatility

JEPIWorst drop−6.7%8.8% vol

PAPIWorst drop−6.9%10.4% vol

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

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

Paid More vs Made More

YTD

JEPIPAPI

+5.2%Year to date+17.3%

8.1%Yield7.3%

+8.3%Past year+21.3%

0.35%Fee0.29%

3–1PAPI 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