Compare · 3 funds side by side · dividends reinvested

PAPI, RDVI and JEPI

PAPIEaton Vance×RDVIFirst Trust×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

PAPI, RDVI and JEPI, 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%$551M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.0

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.27%+14.9%+19.8%+20.5%[…]−8.5%14.2%$3.8B2.1

Rank among the three1st → 3rdFee, 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 · RDVI 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Rising Dividend Achievers Target Income ETF · $3.8B[…]

RDVI

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

RDVIMeasurePAPI

+14.9%Year to dateJan 1 → Nov 9+18.2%

+19.8%1 yearTotal return+21.7%

+20.5%3 years · per year$10,000 became $17,497 · $14,425+13.0%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $29 a year on $10k · lower is better0.29%

8.27%Trailing 12-mo yield$827 · $725 a year on $10k7.25%

−8.5%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer10.5%

RDVIPAPI 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

RDVI vs PAPI: Top 5 Holdings

Today

RDVI

12.2%in top 5

PAPI

in top 53.1%

RDVIStockPAPI

2.5%ACNnot top 5

2.4%TRVnot top 5

2.4%ADPnot top 5

2.4%VLTOnot top 5

2.4%Vnot top 5

not top 5BMI0.6%

not top 5APAM0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common7.2%

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

RDVI vs PAPI Returns, Every Period

First TrustRDVI

+19.8%

past year

PAPIEaton Vance

+21.7%

past year

RDVIPAPIFaded: behind in that period

1–2PAPI wins

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

RDVI vs JEPI

YTD

First TrustRDVI

+14.9%

JEPIJ.P. Morgan

+7.5%

+14.9%Year to date+7.5%

−8.5%Worst drop · 1Y−6.7%

14.2%Volatility · 1Y9.0%

8.3%Yield7.9%

$3.8BAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: PAPI, RDVI, JEPI

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

JEPI0.35%$35

RDVI0.75%$75

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

Yields: PAPI, RDVI, JEPI

8.27%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.27%$827

JEPI7.93%$793

PAPI7.25%$725

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

RDVI$827 − $75 = $752

PAPI$725 − $29 = $696

KeptFee

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

Overlap: PAPI, RDVI, JEPI

Today

23.8%most shared, RDVI and JEPI

PAPIRDVIJEPI

PAPI—7.2%13.6%

RDVI7.2%—23.8%

JEPI13.6%23.8%—

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

Return vs Bumpiness: 3 ETFs

+21.7%PAPI, at 10.5% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.5% vol

RDVIWorst drop−8.5%14.2% vol

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

Paid More vs Made More

YTD

RDVIPAPI

+14.9%Year to date+18.2%

8.3%Yield7.3%

+19.8%Past year+21.7%

0.75%Fee0.29%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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