Compare · 4 funds side by side · dividends reinvested

PAPI, GPIX, SCHD and VIG

PAPIEaton Vance×GPIXGoldman Sachs×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

PAPI, GPIX, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.8

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.5B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: PAPI 2023 · GPIX 2023 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

GPIX

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

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

SCHDMeasureGPIX

+31.4%Year to dateJan 1 → Nov 6+9.3%

+37.0%1 yearTotal return+10.9%

+20.0%3 years · per year$10,000 became $17,266 · $17,136+19.7%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

3.00%Trailing 12-mo yield$300 · $862 a year on $10k8.62%

−6.9%Worst dropSmaller is better−7.7%

11.7%VolatilityLower is calmer11.9%

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

6–1SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs GPIX: Top 5 Holdings

Today

SCHD

21.4%in top 5

GPIX

in top 528.8%

SCHDStockGPIX

not top 5AAPL7.9%

not top 5NVDA7.0%

not top 5MSFT6.3%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5AMZN4.0%

not top 5GOOGL3.5%

Held in common8.4%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs GPIX Returns, Every Period

SchwabSCHD

+37.0%

past year

GPIXGoldman Sachs

+10.9%

past year

SCHDGPIXFaded: behind in that period

3–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHD vs GPIX

YTD

SchwabSCHD

+31.4%

GPIXGoldman Sachs

+9.3%

+31.4%Year to date+9.3%

−6.9%Worst drop · 1Y−7.7%

11.7%Volatility · 1Y11.9%

3.0%Yield8.6%

$120BAssets$6.5B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, GPIX, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

GPIX0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PAPI, GPIX, SCHD, VIG

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

PAPI7.31%$731

SCHD3.00%$300

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PAPI, GPIX, SCHD, VIG

Today

40.7%most shared, GPIX and VIG

PAPIGPIXSCHDVIG

PAPI—18.9%17.5%16.8%

GPIX18.9%—8.4%40.7%

SCHD17.5%8.4%—14.5%

VIG16.8%40.7%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+9.3%Year to date+31.4%

8.6%Yield3.0%

+10.9%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026