Compare · 4 funds side by side · dividends reinvested

PAPI, CGDV, VIG and JEPI

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

PAPI, CGDV, VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$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 4, 2026 · returns include dividends · since: PAPI 2023 · CGDV 2022 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

PAPIMeasureVIG

+19.3%Year to dateJan 1 → Nov 4+16.4%

+23.4%1 yearTotal return+18.9%

+14.1%3 years · per year$10,000 became $14,871 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

7.19%Trailing 12-mo yield$719 · $144 a year on $10k1.44%

−6.9%Worst dropSmaller is better−7.9%

10.2%VolatilityLower is calmer10.2%

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

4–2PAPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs VIG: Top 5 Holdings

Today

PAPI

3.0%in top 5

VIG

in top 522.1%

PAPIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%EXPOnot top 5

0.6%HASnot top 5

Held in common16.8%

End-of-day Nov 4, 2026 · share of each fund

PAPI vs VIG Returns, Every Period

Eaton VancePAPI

+23.4%

past year

VIGVanguard

+18.9%

past year

PAPIVIGFaded: behind in that period

2–1PAPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PAPI vs JEPI

YTD

Eaton VancePAPI

+19.3%

JEPIJ.P. Morgan

+8.8%

+19.3%Year to date+8.8%

−6.9%Worst drop · 1Y−6.7%

10.2%Volatility · 1Y8.1%

7.2%Yield7.8%

$551MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, CGDV, VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PAPI0.29%$29

CGDV0.33%$33

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PAPI, CGDV, VIG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

PAPI7.19%$719

VIG1.44%$144

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PAPI$719 − $29 = $690

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PAPI, CGDV, VIG, JEPI

Today

30.7%most shared, VIG and JEPI

PAPICGDVVIGJEPI

PAPI—8.6%16.8%13.5%

CGDV8.6%—29.4%27.1%

VIG16.8%29.4%—30.7%

JEPI13.5%27.1%30.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+23.4%PAPI, at 10.2% volatility

JEPIWorst drop−6.7%8.1% vol

VIGWorst drop−7.9%10.2% vol

PAPIWorst drop−6.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAPI

+8.8%Year to date+19.3%

7.8%Yield7.2%

+11.9%Past year+23.4%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026