Compare · 4 funds side by side · dividends reinvested

PAPI, DGRO, IVV and JEPQ

PAPIEaton Vance×DGROiShares×IVViShares×JEPQJ.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

PAPI, DGRO, IVV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.9

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.1

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%$850B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.4

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: PAPI 2023 · DGRO 2014 · IVV 2000 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $561M[…]

PAPI

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

PAPIMeasureDGRO

+17.3%Year to dateJan 1 → Nov 6+16.6%

+21.3%1 yearTotal return+20.3%

+13.3%3 years · per year$10,000 became $14,556 · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

0.29%Expense ratio$29 · $8 a year on $10k · lower is better0.08%

7.31%Trailing 12-mo yield$731 · $187 a year on $10k1.87%

−6.9%Worst dropSmaller is better−6.5%

10.4%VolatilityLower is calmer10.2%

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

3–4DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs DGRO: Top 5 Holdings

Today

PAPI

3.1%in top 5

DGRO

in top 515.0%

PAPIStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%THOnot top 5

Held in common21.7%

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

PAPI vs DGRO Returns, Every Period

Eaton VancePAPI

+21.3%

past year

DGROiShares

+20.3%

past year

PAPIDGROFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPQ

YTD

Eaton VancePAPI

+17.3%

JEPQJ.P. Morgan

+3.2%

+17.3%Year to date+3.2%

−6.9%Worst drop · 1Y−11.5%

10.4%Volatility · 1Y16.7%

7.3%Yield12.8%

$561MAssets$42.6B

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, DGRO, IVV, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DGRO0.08%$8

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: PAPI, DGRO, IVV, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PAPI7.31%$731

DGRO1.87%$187

IVV1.14%$114

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

PAPI$731 − $29 = $702

DGRO$187 − $8 = $179

IVV$114 − $3 = $111

KeptFee

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

Overlap: PAPI, DGRO, IVV, JEPQ

Today

49.5%most shared, IVV and JEPQ

PAPIDGROIVVJEPQ

PAPI—21.7%17.5%6.3%

DGRO21.7%—44.0%19.6%

IVV17.5%44.0%—49.5%

JEPQ6.3%19.6%49.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.3%PAPI, at 10.4% volatility

DGROWorst drop−6.5%10.2% vol

PAPIWorst drop−6.9%10.4% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPAPI

+3.2%Year to date+17.3%

12.8%Yield7.3%

+4.5%Past year+21.3%

0.35%Fee0.29%

3–1PAPI 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