Compare · 4 funds side by side · dividends reinvested

PAPI, IVV, VIG and JEPI

PAPIEaton Vance×IVViShares×VIGVanguard×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

PAPI, IVV, VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.6

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

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 · IVV 2000 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

JEPI

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

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

PAPIMeasureJEPI

+17.3%Year to dateJan 1 → Nov 5+5.2%

+21.3%1 yearTotal return+8.3%

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

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

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

7.31%Trailing 12-mo yield$731 · $809 a year on $10k8.09%

−6.9%Worst dropSmaller is better−6.7%

10.4%VolatilityLower is calmer8.8%

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

4–3PAPI wins

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

More Ways to See the Pairs

PAPI vs JEPI: Top 5 Holdings

Today

PAPI

3.1%in top 5

JEPI

in top 59.9%

PAPIStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%MTHnot top 5

0.6%THOnot top 5

Held in common13.5%

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

PAPI vs JEPI Returns, Every Period

Eaton VancePAPI

+21.3%

past year

JEPIJ.P. Morgan

+8.3%

past year

PAPIJEPIFaded: behind in that period

3–0PAPI wins

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

PAPI vs JEPI

YTD

Eaton VancePAPI

+17.3%

JEPIJ.P. Morgan

+5.2%

+17.3%Year to date+5.2%

−6.9%Worst drop · 1Y−6.7%

10.4%Volatility · 1Y8.8%

7.3%Yield8.1%

$551MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PAPI, IVV, VIG, JEPI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

PAPI0.29%$29

JEPI0.35%$35

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

Yields: PAPI, IVV, VIG, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PAPI7.31%$731

VIG1.49%$149

IVV1.14%$114

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

VIG$149 − $4 = $145

IVV$114 − $3 = $111

KeptFee

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

Overlap: PAPI, IVV, VIG, JEPI

Today

42.6%most shared, IVV and VIG

PAPIIVVVIGJEPI

PAPI—17.3%16.9%13.5%

IVV17.3%—42.6%39.3%

VIG16.9%42.6%—30.9%

JEPI13.5%39.3%30.9%—

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

PAPIWorst drop−6.9%10.4% vol

VIGWorst drop−7.9%10.8% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

JEPIPAPI

+5.2%Year to date+17.3%

8.1%Yield7.3%

+8.3%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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026