Compare · 4 funds side by side · dividends reinvested

PAPI, GPIX, DGRO and JEPI

PAPIEaton Vance×GPIXGoldman Sachs×DGROiShares×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941DGRO · best of the four

02 / 04

PAPI, GPIX, DGRO and JEPI, 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%$46.1B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.8

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.4B2.9

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 · GPIX 2023 · DGRO 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

JEPIMeasurePAPI

+5.2%Year to dateJan 1 → Nov 5+17.3%

+8.3%1 yearTotal return+21.3%

+11.0%3 years · per year$10,000 became $13,674 · $14,556+13.3%

+7.1%5 years · per year$10,000 became $14,108 · […][…]

0.35%Expense ratio$35 · $29 a year on $10k · lower is better0.29%

8.09%Trailing 12-mo yield$809 · $731 a year on $10k7.31%

−6.7%Worst dropSmaller is better−6.9%

8.8%VolatilityLower is calmer10.4%

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

3–4PAPI wins

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

More Ways to See the Pairs

JEPI vs PAPI: Top 5 Holdings

Today

JEPI

9.9%in top 5

PAPI

in top 53.1%

JEPIStockPAPI

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5MTH0.6%

not top 5THO0.6%

Held in common13.5%

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

JEPI vs PAPI Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

PAPIEaton Vance

+21.3%

past year

JEPIPAPIFaded: behind in that period

0–3PAPI wins

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

JEPI vs GPIX

YTD

J.P. MorganJEPI

+5.2%

GPIXGoldman Sachs

+8.9%

+5.2%Year to date+8.9%

−6.7%Worst drop · 1Y−7.7%

8.8%Volatility · 1Y11.9%

8.1%Yield8.6%

$46.1BAssets$6.4B

2–2level

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

Cost, Income and Risk

Fees: PAPI, GPIX, DGRO, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

PAPI0.29%$29

GPIX0.35%$35

JEPI0.35%$35

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

Yields: PAPI, GPIX, DGRO, JEPI

8.65%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.65%$865

JEPI8.09%$809

PAPI7.31%$731

DGRO1.86%$186

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

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

DGRO$186 − $8 = $178

KeptFee

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

Overlap: PAPI, GPIX, DGRO, JEPI

Today

41.3%most shared, GPIX and DGRO

PAPIGPIXDGROJEPI

PAPI—18.7%21.6%13.5%

GPIX18.7%—41.3%38.3%

DGRO21.6%41.3%—34.2%

JEPI13.5%38.3%34.2%—

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

DGROWorst drop−6.5%10.2% vol

PAPIWorst drop−6.9%10.4% vol

GPIXWorst drop−7.7%11.9% vol

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

Paid More vs Made More

YTD

GPIXPAPI

+8.9%Year to date+17.3%

8.6%Yield7.3%

+10.9%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

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