Compare · 4 funds side by side · dividends reinvested

PAPI, JEPQ, VOO and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,115VOO · best of the four

02 / 04

PAPI, JEPQ, VOO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.9

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.3

Rank among the four1st → 4thFee, 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 · JEPQ 2022 · VOO 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,115

VOO

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

VOOMeasurePAPI

+13.4%Year to dateJan 1 → Nov 4+19.3%

+13.5%1 yearTotal return+23.4%

+24.2%3 years · per year$10,000 became $19,172 · $14,871+14.1%

+12.6%5 years · per year$10,000 became $18,115 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.05%Trailing 12-mo yield$105 · $719 a year on $10k7.19%

−8.9%Worst dropSmaller is better−6.9%

12.8%VolatilityLower is calmer10.2%

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

2–5PAPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs PAPI: Top 5 Holdings

Today

VOO

28.3%in top 5

PAPI

in top 53.0%

VOOStockPAPI

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5EXPO0.6%

not top 5HAS0.6%

Held in common16.3%

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

VOO vs PAPI Returns, Every Period

VanguardVOO

+13.5%

past year

PAPIEaton Vance

+23.4%

past year

VOOPAPIFaded: behind in that period

1–2PAPI wins

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

Core vs Income: VOO vs JEPQ

YTD

VanguardVOO

+13.4%

JEPQJ.P. Morgan

+8.5%

+13.4%Year to date+8.5%

−8.9%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.5%

1.1%Yield12.2%

$1.00TAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: PAPI, JEPQ, VOO, SCHD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: PAPI, JEPQ, VOO, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PAPI7.19%$719

SCHD2.91%$291

VOO1.05%$105

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PAPI$719 − $29 = $690

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

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

Overlap: PAPI, JEPQ, VOO, SCHD

Today

51.2%most shared, JEPQ and VOO

PAPIJEPQVOOSCHD

PAPI—6.3%16.3%17.4%

JEPQ6.3%—51.2%3.7%

VOO16.3%51.2%—7.6%

SCHD17.4%3.7%7.6%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

PAPIWorst drop−6.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+35.3%

12.2%Yield2.9%

+9.3%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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