Compare · 4 funds side by side · dividends reinvested

PAPI, JEPI, SPY and DGRO

PAPIEaton Vance×JEPIJ.P. Morgan×SPYSPDR×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

PAPI, JEPI, SPY and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.6

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · JEPI 2020 · SPY 1993 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

JEPIMeasurePAPI

+7.5%Year to dateJan 1 → Nov 9+18.2%

+10.9%1 yearTotal return+21.7%

+11.0%3 years · per year$10,000 became $13,679 · $14,425+13.0%

+7.6%5 years · per year$10,000 became $14,448 · […][…]

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

7.93%Trailing 12-mo yield$793 · $725 a year on $10k7.25%

−6.7%Worst dropSmaller is better−6.9%

9.0%VolatilityLower is calmer10.5%

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

3–4PAPI wins

End-of-day Nov 9, 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

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

not top 5BMI0.6%

not top 5APAM0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common13.6%

End-of-day Nov 9, 2026 · share of each fund

JEPI vs PAPI Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

PAPIEaton Vance

+21.7%

past year

JEPIPAPIFaded: behind in that period

0–3PAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPI vs PAPI

YTD

J.P. MorganJEPI

+7.5%

PAPIEaton Vance

+18.2%

+7.5%Year to date+18.2%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y10.5%

7.9%Yield7.3%

$45.2BAssets$551M

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, JEPI, SPY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SPY0.09%$9

PAPI0.29%$29

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAPI, JEPI, SPY, DGRO

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PAPI7.25%$725

DGRO1.84%$184

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PAPI$725 − $29 = $696

DGRO$184 − $8 = $176

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPI, SPY, DGRO

Today

43.8%most shared, SPY and DGRO

PAPIJEPISPYDGRO

PAPI—13.6%17.4%21.7%

JEPI13.6%—39.7%34.4%

SPY17.4%39.7%—43.8%

DGRO21.7%34.4%43.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

PAPIWorst drop−6.9%10.5% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+7.5%Year to date+18.8%

7.9%Yield1.8%

+10.9%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026