Compare · 4 funds side by side · dividends reinvested

PAPI, QQQ, SCHD and DGRO

PAPIEaton Vance×QQQInvesco×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,509QQQ · best of the four

02 / 04

PAPI, QQQ, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.1

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B3.1

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 · QQQ 1999 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.9B$16,835

DGRO

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

DGROMeasurePAPI

+16.6%Year to dateJan 1 → Nov 6+17.3%

+20.3%1 yearTotal return+21.3%

+20.7%3 years · per year$10,000 became $17,593 · $14,556+13.3%

+11.0%5 years · per year$10,000 became $16,835 · […][…]

0.08%Expense ratio$8 · $29 a year on $10k · lower is better0.29%

1.87%Trailing 12-mo yield$187 · $731 a year on $10k7.31%

−6.5%Worst dropSmaller is better−6.9%

10.2%VolatilityLower is calmer10.4%

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

4–3DGRO wins

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

More Ways to See the Pairs

DGRO vs PAPI: Top 5 Holdings

Today

DGRO

15.0%in top 5

PAPI

in top 53.1%

DGROStockPAPI

3.2%MSFTnot top 5

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common21.7%

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

DGRO vs PAPI Returns, Every Period

iSharesDGRO

+20.3%

past year

PAPIEaton Vance

+21.3%

past year

DGROPAPIFaded: behind in that period

1–2PAPI wins

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

DGRO vs PAPI

YTD

iSharesDGRO

+16.6%

PAPIEaton Vance

+17.3%

+16.6%Year to date+17.3%

−6.5%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y10.4%

1.9%Yield7.3%

$44.9BAssets$561M

2–2level

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

Cost, Income and Risk

Fees: PAPI, QQQ, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

QQQ0.18%$18

PAPI0.29%$29

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

Yields: PAPI, QQQ, SCHD, DGRO

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD3.00%$300

DGRO1.87%$187

QQQ0.47%$47

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

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

QQQ$47 − $18 = $29

KeptFee

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

Overlap: PAPI, QQQ, SCHD, DGRO

Today

21.7%most shared, PAPI and DGRO

PAPIQQQSCHDDGRO

PAPI—7.2%17.5%21.7%

QQQ7.2%—5.6%21.1%

SCHD17.5%5.6%—21.3%

DGRO21.7%21.1%21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

PAPISCHD

+17.3%Year to date+31.4%

7.3%Yield3.0%

+21.3%Past year+37.0%

0.29%Fee0.06%

3–1SCHD 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

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026