Compare · 4 funds side by side · dividends reinvested

PAPI, JEPQ, SPYM and VOO

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

PAPI, JEPQ, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · JEPQ 2022 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

SPYM

PAPI

Parametric Equity Premium Income ETF · $551M[…]

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

SPYMMeasurePAPI

+11.3%Year to dateJan 1 → Nov 9+18.2%

+13.6%1 yearTotal return+21.7%

+22.0%3 years · per year$10,000 became $18,161 · $14,425+13.0%

+11.9%5 years · per year$10,000 became $17,553 · […][…]

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

1.03%Trailing 12-mo yield$103 · $725 a year on $10k7.25%

−8.9%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer10.5%

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

2–5PAPI wins

End-of-day Nov 9, 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

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5BMI0.6%

not top 5APAM0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common17.4%

End-of-day Nov 9, 2026 · share of each fund

SPYM vs PAPI Returns, Every Period

SPDRSPYM

+13.6%

past year

PAPIEaton Vance

+21.7%

past year

SPYMPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: SPYM vs JEPQ

YTD

SPDRSPYM

+11.3%

JEPQJ.P. Morgan

+6.6%

+11.3%Year to date+6.6%

−8.9%Worst drop · 1Y−11.5%

13.7%Volatility · 1Y16.9%

1.0%Yield12.4%

$179BAssets$40.7B

3–1SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, JEPQ, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

PAPI0.29%$29

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAPI, JEPQ, SPYM, VOO

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

PAPI7.25%$725

VOO1.07%$107

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PAPI$725 − $29 = $696

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPQ, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

PAPIJEPQSPYMVOO

PAPI—6.3%17.4%16.3%

JEPQ6.3%—49.5%51.3%

SPYM17.4%49.5%—92.7%

VOO16.3%51.3%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.7%PAPI, at 10.5% volatility

PAPIWorst drop−6.9%10.5% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPAPI

+6.6%Year to date+18.2%

12.4%Yield7.3%

+9.2%Past year+21.7%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026