Compare · 3 funds side by side · dividends reinvested

PAPI, JEPI and VYM

PAPIEaton Vance×JEPIJ.P. Morgan×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,742VYM · best of the three

02 / 04

PAPI, JEPI and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: PAPI 2023 · JEPI 2020 · VYM 2006

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$14,635

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

PAPIMeasureJEPI

+19.3%Year to dateJan 1 → Nov 4+8.8%

+23.4%1 yearTotal return+11.9%

+14.1%3 years · per year$10,000 became $14,871 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

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

7.19%Trailing 12-mo yield$719 · $783 a year on $10k7.83%

−6.9%Worst dropSmaller is better−6.7%

10.2%VolatilityLower is calmer8.1%

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

4–3PAPI wins

End-of-day Nov 4, 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 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%EXPOnot top 5

0.6%HASnot top 5

Held in common13.5%

End-of-day Nov 4, 2026 · share of each fund

PAPI vs JEPI Returns, Every Period

Eaton VancePAPI

+23.4%

past year

JEPIJ.P. Morgan

+11.9%

past year

PAPIJEPIFaded: behind in that period

3–0PAPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PAPI vs JEPI

YTD

Eaton VancePAPI

+19.3%

JEPIJ.P. Morgan

+8.8%

+19.3%Year to date+8.8%

−6.9%Worst drop · 1Y−6.7%

10.2%Volatility · 1Y8.1%

7.2%Yield7.8%

$551MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, JEPI, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

PAPI0.29%$29

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PAPI, JEPI, VYM

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

PAPI7.19%$719

VYM2.22%$222

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PAPI$719 − $29 = $690

VYM$222 − $4 = $218

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPI, VYM

Today

25.4%most shared, PAPI and VYM

PAPIJEPIVYM

PAPI—13.5%25.4%

JEPI13.5%—25.3%

VYM25.4%25.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.4%PAPI, at 10.2% volatility

JEPIWorst drop−6.7%8.1% vol

VYMWorst drop−6.7%10.1% vol

PAPIWorst drop−6.9%10.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAPI

+8.8%Year to date+19.3%

7.8%Yield7.2%

+11.9%Past year+23.4%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026