Compare · 4 funds side by side · dividends reinvested

PAPI, DGRO, SPY and SCHD

PAPIEaton Vance×DGROiShares×SPYSPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,099SPY · best of the four

02 / 04

PAPI, DGRO, SPY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B2.1

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M2.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B3.1

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 · DGRO 2014 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

PAPIMeasureDGRO

+17.3%Year to dateJan 1 → Nov 5+17.2%

+21.3%1 yearTotal return+21.2%

+13.3%3 years · per year$10,000 became $14,556 · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

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

7.31%Trailing 12-mo yield$731 · $186 a year on $10k1.86%

−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 5, 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 514.9%

PAPIStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

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 common21.6%

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

PAPI vs DGRO Returns, Every Period

Eaton VancePAPI

+21.3%

past year

DGROiShares

+21.2%

past year

PAPIDGROFaded: behind in that period

2–1PAPI wins

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

PAPI vs SCHD

YTD

Eaton VancePAPI

+17.3%

SCHDSchwab

+32.3%

+17.3%Year to date+32.3%

−6.9%Worst drop · 1Y−6.9%

10.4%Volatility · 1Y11.7%

7.3%Yield3.0%

$551MAssets$123B

2–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, DGRO, SPY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SPY0.09%$9

PAPI0.29%$29

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

Yields: PAPI, DGRO, SPY, SCHD

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD2.98%$298

DGRO1.86%$186

SPY1.03%$103

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

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

SPY$103 − $9 = $94

KeptFee

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

Overlap: PAPI, DGRO, SPY, SCHD

Today

43.8%most shared, DGRO and SPY

PAPIDGROSPYSCHD

PAPI—21.6%17.3%17.4%

DGRO21.6%—43.8%21.1%

SPY17.3%43.8%—8.5%

SCHD17.4%21.1%8.5%—

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

DGROWorst drop−6.5%10.2% vol

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

PAPISCHD

+17.3%Year to date+32.3%

7.3%Yield3.0%

+21.3%Past year+38.7%

0.29%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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026