Compare · 4 funds side by side · dividends reinvested

PAPI, QQQ, SPY and JEPI

PAPIEaton Vance×QQQInvesco×SPYSPDR×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,871QQQ · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

PAPI, QQQ, SPY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.20%+19.1%+21.8%+13.0%[…]−6.9%10.6%$551M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+10.2%+11.2%+23.1%+12.3%−14.8%21.6%$446B2.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: PAPI 2023 · QQQ 1999 · SPY 1993 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 500 ETF · $778B$17,358

SPY

More Ways to See the Pairs

SPY vs PAPI: Top 5 Holdings

Today

SPY

27.3%in top 5

PAPI

in top 53.1%

SPYStockPAPI

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: PAPI, QQQ, SPY, JEPI

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

PAPI0.29%$29

JEPI0.35%$35

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

QQQM vs QQQ

YTD

InvescoQQQM

+10.3%

QQQInvesco

+10.2%

+10.3%

PAPI

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

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

SPYMeasurePAPI

+10.8%Year to dateJan 1 → Nov 10+19.1%

+13.0%1 yearTotal return+21.8%

+21.4%3 years · per year$10,000 became $17,888 · $14,424+13.0%

+11.7%5 years · per year$10,000 became $17,358 · […][…]

0.09%Expense ratio$9 · $29 a year on $10k · lower is better0.29%

1.01%Trailing 12-mo yield$101 · $720 a year on $10k7.20%

−8.9%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer10.6%

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

2–5PAPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common17.3%

End-of-day Nov 10, 2026 · share of each fund

SPY vs PAPI Returns, Every Period

1Y

SPDRSPY

+13.0%

past year

PAPIEaton Vance

+21.8%

past year

SPYPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs JEPI

YTD

SPDRSPY

+10.8%

JEPIJ.P. Morgan

+7.6%

+10.8%Year to date+7.6%

−8.9%Worst drop · 1Y−6.7%

13.8%Volatility · 1Y9.0%

1.0%Yield7.9%

$778BAssets$45.2B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: PAPI, QQQ, SPY, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PAPI7.20%$720

SPY1.01%$101

QQQ0.46%$46

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$720 − $29 = $691

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PAPI, QQQ, SPY, JEPI

Today

52.5%most shared, QQQ and SPY

PAPIQQQSPYJEPI

PAPI—7.3%17.3%13.6%

QQQ7.3%—52.5%27.4%

SPY17.3%52.5%—39.8%

JEPI13.6%27.4%39.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.8%PAPI, at 10.6% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.6% vol

SPYWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAPI

+7.6%Year to date+19.1%

7.9%Yield7.2%

+10.6%Past year+21.8%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Year to date

+10.2%

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

$103BAssets$446B

2–0QQQM wins

End-of-day Nov 10, 2026

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PAPI, QQQ, SPY and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four