Compare · 4 funds side by side · dividends reinvested

PAPI, JEPQ, SPYM and VIG

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

PAPI, JEPQ, SPYM 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%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PAPI 2023 · JEPQ 2022 · SPYM 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

SPYMMeasurePAPI

+8.8%Year to dateJan 1 → Nov 6+17.3%

+9.8%1 yearTotal return+21.3%

+21.8%3 years · per year$10,000 became $18,082 · $14,556+13.3%

+11.4%5 years · per year$10,000 became $17,192 · […][…]

0.02%Expense ratio$2 · $29 a year on $10k · lower is better0.29%

1.05%Trailing 12-mo yield$105 · $731 a year on $10k7.31%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer10.4%

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

2–5PAPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs PAPI: Top 5 Holdings

Today

SPYM

27.8%in top 5

PAPI

in top 53.1%

SPYMStockPAPI

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common17.5%

End-of-day Nov 6, 2026 · share of each fund

SPYM vs PAPI Returns, Every Period

SPDRSPYM

+9.8%

past year

PAPIEaton Vance

+21.3%

past year

SPYMPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: SPYM vs JEPQ

YTD

SPDRSPYM

+8.8%

JEPQJ.P. Morgan

+3.2%

+8.8%Year to date+3.2%

−8.9%Worst drop · 1Y−11.5%

13.6%Volatility · 1Y16.7%

1.1%Yield12.8%

$182BAssets$42.6B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, JEPQ, SPYM, VIG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VIG0.04%$4

PAPI0.29%$29

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PAPI, JEPQ, SPYM, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PAPI7.31%$731

VIG1.50%$150

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

PAPI$731 − $29 = $702

VIG$150 − $4 = $146

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPQ, SPYM, VIG

Today

49.5%most shared, JEPQ and SPYM

PAPIJEPQSPYMVIG

PAPI—6.3%17.5%16.8%

JEPQ6.3%—49.5%26.2%

SPYM17.5%49.5%—42.8%

VIG16.8%26.2%42.8%—

End-of-day Nov 6, 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

SPYMWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPAPI

+3.2%Year to date+17.3%

12.8%Yield7.3%

+4.5%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026