Compare · 4 funds side by side · dividends reinvested

PAPI, DGRO, SPYM and QQQ

PAPIEaton Vance×DGROiShares×SPYMSPDR×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

PAPI, DGRO, SPYM and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · DGRO 2014 · SPYM 2005 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

DGRO

iShares Core Dividend Growth ETF · $45.5B$17,131

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

PAPIMeasureDGRO

+18.2%Year to dateJan 1 → Nov 9+18.8%

+21.7%1 yearTotal return+22.9%

+13.0%3 years · per year$10,000 became $14,425 · $17,571+20.7%

[…]5 years · per year$10,000 became […] · $17,131+11.4%

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

7.25%Trailing 12-mo yield$725 · $184 a year on $10k1.84%

−6.9%Worst dropSmaller is better−6.5%

10.5%VolatilityLower is calmer10.3%

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

1–6DGRO wins

End-of-day Nov 9, 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 515.1%

PAPIStockDGRO

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common21.7%

End-of-day Nov 9, 2026 · share of each fund

PAPI vs DGRO Returns, Every Period

Eaton VancePAPI

+21.7%

past year

DGROiShares

+22.9%

past year

PAPIDGROFaded: behind in that period

0–3DGRO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PAPI vs DGRO

YTD

Eaton VancePAPI

+18.2%

DGROiShares

+18.8%

+18.2%Year to date+18.8%

−6.9%Worst drop · 1Y−6.5%

10.5%Volatility · 1Y10.3%

7.3%Yield1.8%

$551MAssets$45.5B

3–1DGRO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, DGRO, SPYM, QQQ

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DGRO0.08%$8

QQQ0.18%$18

PAPI0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAPI, DGRO, SPYM, QQQ

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

DGRO1.84%$184

SPYM1.03%$103

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

DGRO$184 − $8 = $176

SPYM$103 − $2 = $101

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAPI, DGRO, SPYM, QQQ

Today

52.4%most shared, SPYM and QQQ

PAPIDGROSPYMQQQ

PAPI—21.7%17.4%7.2%

DGRO21.7%—43.9%21.1%

SPYM17.4%43.9%—52.4%

QQQ7.2%21.1%52.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

PAPIWorst drop−6.9%10.5% vol

SPYMWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PAPIDGRO

+18.2%Year to date+18.8%

7.3%Yield1.8%

+21.7%Past year+22.9%

0.29%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026