Compare · 2 funds side by side · dividends reinvested

PAPI and JEPI

PAPIEaton Vance×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

PAPI and JEPI, 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%$553M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

PAPI

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

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

JEPIMeasurePAPI

+7.0%Year to dateJan 1 → Nov 3+17.0%

+9.8%1 yearTotal return+20.7%

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

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

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

7.96%Trailing 12-mo yield$796 · $733 a year on $10k7.33%

−6.7%Worst dropSmaller is better−6.9%

7.9%VolatilityLower is calmer10.1%

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

3–4PAPI wins

End-of-day Nov 3, 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

9.5%in top 5

PAPI

in top 53.0%

JEPIStockPAPI

2.0%MAnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.9%MSFTnot top 5

1.8%NEEnot top 5

not top 5BMI0.6%

not top 5EXPO0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5APAM0.6%

Held in common13.5%

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

JEPI vs PAPI Returns, Every Period

J.P. MorganJEPI

+9.8%

past year

PAPIEaton Vance

+20.7%

past year

JEPIPAPIFaded: behind in that period

0–3PAPI wins

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

JEPI vs PAPI

YTD

J.P. MorganJEPI

+7.0%

PAPIEaton Vance

+17.0%

+7.0%Year to date+17.0%

−6.7%Worst drop · 1Y−6.9%

7.9%Volatility · 1Y10.1%

8.0%Yield7.3%

$46.0BAssets$553M

3–1JEPI wins

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

Cost, Income and Risk

Fees: PAPI, JEPI

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

JEPI0.35%$35

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

Yields: PAPI, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

PAPI7.33%$733

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

KeptFee

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

Overlap: PAPI, JEPI

Today

13.5%most shared, PAPI and JEPI

PAPIJEPI

PAPI—13.5%

JEPI13.5%—

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

Return vs Bumpiness: 2 ETFs

+20.7%PAPI, at 10.1% volatility

JEPIWorst drop−6.7%7.9% vol

PAPIWorst drop−6.9%10.1% 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 Two

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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