Compare · 4 funds side by side · dividends reinvested

PAPI, GPIX, JEPI and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,881SCHD · best of the four

02 / 04

PAPI, GPIX, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$553M2.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.29%+13.6%+14.6%+21.9%[…]−7.7%11.2%$6.3B2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B2.6

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 · GPIX 2023 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $553M[…]

PAPI

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

PAPIMeasureSCHD

+19.3%Year to dateJan 1 → Nov 4+35.3%

+23.4%1 yearTotal return+41.6%

+14.1%3 years · per year$10,000 became $14,871 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

7.19%Trailing 12-mo yield$719 · $291 a year on $10k2.91%

−6.9%Worst dropSmaller is better−6.9%

10.2%VolatilityLower is calmer11.5%

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

2–4SCHD 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 SCHD: Top 5 Holdings

Today

PAPI

3.0%in top 5

SCHD

in top 521.6%

PAPIStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

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 common17.4%

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

PAPI vs SCHD Returns, Every Period

Eaton VancePAPI

+23.4%

past year

SCHDSchwab

+41.6%

past year

PAPISCHDFaded: behind in that period

0–3SCHD wins

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

PAPI vs GPIX

YTD

Eaton VancePAPI

+19.3%

GPIXGoldman Sachs

+13.6%

+19.3%Year to date+13.6%

−6.9%Worst drop · 1Y−7.7%

10.2%Volatility · 1Y11.2%

7.2%Yield8.3%

$553MAssets$6.3B

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, GPIX, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

GPIX0.35%$35

JEPI0.35%$35

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

Yields: PAPI, GPIX, JEPI, SCHD

8.29%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.29%$829

JEPI7.83%$783

PAPI7.19%$719

SCHD2.91%$291

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

Income After Fees on $10,000

$794most kept, GPIX

GPIX$829 − $35 = $794

JEPI$783 − $35 = $748

PAPI$719 − $29 = $690

SCHD$291 − $6 = $285

KeptFee

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

Overlap: PAPI, GPIX, JEPI, SCHD

Today

38.2%most shared, GPIX and JEPI

PAPIGPIXJEPISCHD

PAPI—18.7%13.5%17.4%

GPIX18.7%—38.2%8.2%

JEPI13.5%38.2%—8.2%

SCHD17.4%8.2%8.2%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

JEPIWorst drop−6.7%8.1% vol

PAPIWorst drop−6.9%10.2% vol

GPIXWorst drop−7.7%11.2% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

GPIXSCHD

+13.6%Year to date+35.3%

8.3%Yield2.9%

+14.6%Past year+41.6%

0.35%Fee0.06%

3–1SCHD 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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026