Compare · 4 funds side by side · dividends reinvested

PAPI, JEPI, SPYM and SPY

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

PAPI, JEPI, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.0

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.8

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%$778B2.9

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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

PAPIMeasureSPYM

+18.2%Year to dateJan 1 → Nov 9+11.3%

+21.7%1 yearTotal return+13.6%

+13.0%3 years · per year$10,000 became $14,425 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

7.25%Trailing 12-mo yield$725 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.7%

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

5–2PAPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs SPYM: Top 5 Holdings

Today

PAPI

3.1%in top 5

SPYM

in top 527.8%

PAPIStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common17.4%

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

PAPI vs SPYM Returns, Every Period

Eaton VancePAPI

+21.7%

past year

SPYMSPDR

+13.6%

past year

PAPISPYMFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPI

YTD

Eaton VancePAPI

+18.2%

JEPIJ.P. Morgan

+7.5%

+18.2%Year to date+7.5%

−6.9%Worst drop · 1Y−6.7%

10.5%Volatility · 1Y9.0%

7.3%Yield7.9%

$551MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PAPI, JEPI, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PAPI0.29%$29

JEPI0.35%$35

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

Yields: PAPI, JEPI, SPYM, SPY

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PAPI7.25%$725

SPYM1.03%$103

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

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: PAPI, JEPI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PAPIJEPISPYMSPY

PAPI—13.6%17.4%17.4%

JEPI13.6%—39.7%39.7%

SPYM17.4%39.7%—99.9%

SPY17.4%39.7%99.9%—

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

Return vs Bumpiness: 4 ETFs

+21.7%PAPI, at 10.5% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.5% vol

SPYMWorst drop−8.9%13.7% 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

JEPIPAPI

+7.5%Year to date+18.2%

7.9%Yield7.3%

+10.9%Past year+21.7%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026