Compare · 4 funds side by side · dividends reinvested

PAPI, JEPQ, SPY and VIG

PAPIEaton Vance×JEPQJ.P. Morgan×SPYSPDR×VIGVanguard×

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, JEPQ, SPY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

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%$819B2.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B3.0

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 · JEPQ 2022 · SPY 1993 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $561M[…]

PAPI

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

PAPIMeasureSPY

+17.3%Year to dateJan 1 → Nov 5+8.3%

+21.3%1 yearTotal return+9.7%

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

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

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

7.31%Trailing 12-mo yield$731 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.6%

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

5–2PAPI wins

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

More Ways to See the Pairs

PAPI vs SPY: Top 5 Holdings

Today

PAPI

3.1%in top 5

SPY

in top 527.7%

PAPIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%MTHnot top 5

0.6%THOnot top 5

Held in common17.3%

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

PAPI vs SPY Returns, Every Period

Eaton VancePAPI

+21.3%

past year

SPYSPDR

+9.7%

past year

PAPISPYFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPQ

YTD

Eaton VancePAPI

+17.3%

JEPQJ.P. Morgan

+8.5%

+17.3%Year to date+8.5%

−6.9%Worst drop · 1Y−8.8%

10.4%Volatility · 1Y15.5%

7.3%Yield12.2%

$561MAssets$42.6B

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, JEPQ, SPY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPY0.09%$9

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: PAPI, JEPQ, SPY, VIG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PAPI7.31%$731

VIG1.49%$149

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PAPI$731 − $29 = $702

VIG$149 − $4 = $145

SPY$103 − $9 = $94

KeptFee

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

Overlap: PAPI, JEPQ, SPY, VIG

Today

49.7%most shared, JEPQ and SPY

PAPIJEPQSPYVIG

PAPI—6.3%17.3%16.9%

JEPQ6.3%—49.7%26.3%

SPY17.3%49.7%—42.6%

VIG16.9%26.3%42.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.3%PAPI, at 10.4% volatility

PAPIWorst drop−6.9%10.4% vol

VIGWorst drop−7.9%10.8% vol

SPYWorst drop−8.9%13.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+8.5%Year to date+17.3%

12.2%Yield7.3%

+9.3%Past year+21.3%

0.35%Fee0.29%

3–1PAPI 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026