Compare · 3 funds side by side · dividends reinvested

PAPI, JEPI and VOO

PAPIEaton Vance×JEPIJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

PAPI, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.33%+17.0%+20.7%+13.7%[…]−6.9%10.1%$553M1.7

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PAPI 2023 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $553M[…]

PAPI

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

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

PAPIMeasureJEPI

+17.0%Year to dateJan 1 → Nov 3+7.0%

+20.7%1 yearTotal return+9.8%

+13.7%3 years · per year$10,000 became $14,709 · $14,201+12.4%

[…]5 years · per year$10,000 became […] · $14,322+7.4%

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

7.33%Trailing 12-mo yield$733 · $796 a year on $10k7.96%

−6.9%Worst dropSmaller is better−6.7%

10.1%VolatilityLower is calmer7.9%

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

4–3PAPI wins

End-of-day Nov 3, 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

3.0%in top 5

JEPI

in top 59.5%

PAPIStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

0.6%BMInot top 5

0.6%EXPOnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%APAMnot top 5

Held in common13.5%

End-of-day Nov 3, 2026 · share of each fund

PAPI vs JEPI Returns, Every Period

Eaton VancePAPI

+20.7%

past year

JEPIJ.P. Morgan

+9.8%

past year

PAPIJEPIFaded: behind in that period

3–0PAPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PAPI vs JEPI

YTD

Eaton VancePAPI

+17.0%

JEPIJ.P. Morgan

+7.0%

+17.0%Year to date+7.0%

−6.9%Worst drop · 1Y−6.7%

10.1%Volatility · 1Y7.9%

7.3%Yield8.0%

$553MAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PAPI0.29%$29

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PAPI, JEPI, VOO

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

PAPI7.33%$733

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

PAPI$733 − $29 = $704

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPI, VOO

Today

37.4%most shared, JEPI and VOO

PAPIJEPIVOO

PAPI—13.5%16.2%

JEPI13.5%—37.4%

VOO16.2%37.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.7%PAPI, at 10.1% volatility

JEPIWorst drop−6.7%7.9% vol

PAPIWorst drop−6.9%10.1% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAPI

+7.0%Year to date+17.0%

8.0%Yield7.3%

+9.8%Past year+20.7%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026