Compare · 4 funds side by side · dividends reinvested

PAPI, GPIX, JEPQ and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

PAPI, GPIX, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

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

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.5B2.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B3.1

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 · GPIX 2023 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs S&P 500 Premium Income ETF · $6.5B[…]

GPIX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

GPIXMeasureSCHD

+8.9%Year to dateJan 1 → Nov 5+32.3%

+10.9%1 yearTotal return+38.7%

+20.0%3 years · per year$10,000 became $17,262 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

8.65%Trailing 12-mo yield$865 · $298 a year on $10k2.98%

−7.7%Worst dropSmaller is better−6.9%

11.9%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

GPIX vs SCHD: Top 5 Holdings

Today

GPIX

28.8%in top 5

SCHD

in top 521.7%

GPIXStockSCHD

7.7%AAPLnot top 5

7.4%NVDAnot top 5

6.3%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%AMZNnot top 5

3.4%GOOGLnot top 5

Held in common8.2%

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

GPIX vs SCHD Returns, Every Period

Goldman SachsGPIX

+10.9%

past year

SCHDSchwab

+38.7%

past year

GPIXSCHDFaded: behind in that period

0–3SCHD wins

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

GPIX vs JEPQ

YTD

Goldman SachsGPIX

+8.9%

JEPQJ.P. Morgan

+8.5%

+8.9%Year to date+8.5%

−7.7%Worst drop · 1Y−8.8%

11.9%Volatility · 1Y15.5%

8.6%Yield12.2%

$6.5BAssets$42.6B

3–1GPIX wins

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

Cost, Income and Risk

Fees: PAPI, GPIX, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

GPIX0.35%$35

JEPQ0.35%$35

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

Yields: PAPI, GPIX, JEPQ, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

GPIX8.65%$865

PAPI7.31%$731

SCHD2.98%$298

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

GPIX$865 − $35 = $830

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

KeptFee

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

Overlap: PAPI, GPIX, JEPQ, SCHD

Today

47.1%most shared, GPIX and JEPQ

PAPIGPIXJEPQSCHD

PAPI—18.7%6.3%17.4%

GPIX18.7%—47.1%8.2%

JEPQ6.3%47.1%—3.8%

SCHD17.4%8.2%3.8%—

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

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026