Compare · 4 funds side by side · dividends reinvested

PAPI, JEPI, SPY and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,099SPY · best of the four

02 / 04

PAPI, JEPI, SPY 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%$123B2.0

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M2.3

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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.8

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 · JEPI 2020 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$17,099

SPY

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

SPYMeasurePAPI

+8.3%Year to dateJan 1 → Nov 5+17.3%

+9.7%1 yearTotal return+21.3%

+22.0%3 years · per year$10,000 became $18,174 · $14,556+13.3%

+11.3%5 years · per year$10,000 became $17,099 · […][…]

0.09%Expense ratio$9 · $29 a year on $10k · lower is better0.29%

1.03%Trailing 12-mo yield$103 · $731 a year on $10k7.31%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer10.4%

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

2–5PAPI wins

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

More Ways to See the Pairs

SPY vs PAPI: Top 5 Holdings

Today

SPY

27.7%in top 5

PAPI

in top 53.1%

SPYStockPAPI

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5MTH0.6%

not top 5THO0.6%

Held in common17.3%

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

SPY vs PAPI Returns, Every Period

SPDRSPY

+9.7%

past year

PAPIEaton Vance

+21.3%

past year

SPYPAPIFaded: behind in that period

1–2PAPI wins

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

Core vs Income: SPY vs JEPI

YTD

SPDRSPY

+8.3%

JEPIJ.P. Morgan

+5.2%

+8.3%Year to date+5.2%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y8.8%

1.0%Yield8.1%

$805BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PAPI, JEPI, SPY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

PAPI0.29%$29

JEPI0.35%$35

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

Yields: PAPI, JEPI, SPY, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PAPI7.31%$731

SCHD2.98%$298

SPY1.03%$103

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

SCHD$298 − $6 = $292

SPY$103 − $9 = $94

KeptFee

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

Overlap: PAPI, JEPI, SPY, SCHD

Today

39.3%most shared, JEPI and SPY

PAPIJEPISPYSCHD

PAPI—13.5%17.3%17.4%

JEPI13.5%—39.3%8.1%

SPY17.3%39.3%—8.5%

SCHD17.4%8.1%8.5%—

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

JEPIWorst drop−6.7%8.8% vol

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%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%

$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