Compare · 3 funds side by side · dividends reinvested

PAPI, RDVI and SCHD

PAPIEaton Vance×RDVIFirst Trust×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

PAPI, RDVI 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%$123B1.6

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M1.9

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.11%+17.3%+21.7%+22.8%[…]−8.5%13.7%$3.9B2.4

Rank among the three1st → 3rdFee, 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 · RDVI 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

RDVI

FT Vest Rising Dividend Achievers Target Income ETF · $3.9B[…]

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

PAPIMeasureRDVI

+19.3%Year to dateJan 1 → Nov 4+17.3%

+23.4%1 yearTotal return+21.7%

+14.1%3 years · per year$10,000 became $14,871 · $18,539+22.8%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $75 a year on $10k · lower is better0.75%

7.19%Trailing 12-mo yield$719 · $811 a year on $10k8.11%

−6.9%Worst dropSmaller is better−8.5%

10.2%VolatilityLower is calmer13.7%

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

5–2PAPI wins

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

More Ways to See the Pairs

PAPI vs RDVI: Top 5 Holdings

Today

PAPI

3.0%in top 5

RDVI

in top 511.8%

PAPIStockRDVI

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5VLTO2.3%

not top 5ADP2.3%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%EXPOnot top 5

0.6%HASnot top 5

Held in common7.2%

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

PAPI vs RDVI Returns, Every Period

Eaton VancePAPI

+23.4%

past year

RDVIFirst Trust

+21.7%

past year

PAPIRDVIFaded: behind in that period

2–1PAPI wins

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

PAPI vs RDVI

YTD

Eaton VancePAPI

+19.3%

RDVIFirst Trust

+17.3%

+19.3%Year to date+17.3%

−6.9%Worst drop · 1Y−8.5%

10.2%Volatility · 1Y13.7%

7.2%Yield8.1%

$551MAssets$3.9B

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, RDVI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PAPI0.29%$29

RDVI0.75%$75

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

Yields: PAPI, RDVI, SCHD

8.11%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.11%$811

PAPI7.19%$719

SCHD2.91%$291

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

Income After Fees on $10,000

$736most kept, RDVI

RDVI$811 − $75 = $736

PAPI$719 − $29 = $690

SCHD$291 − $6 = $285

KeptFee

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

Overlap: PAPI, RDVI, SCHD

Today

17.4%most shared, PAPI and SCHD

PAPIRDVISCHD

PAPI—7.2%17.4%

RDVI7.2%—7.7%

SCHD17.4%7.7%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

PAPIWorst drop−6.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

RDVIWorst drop−8.5%13.7% vol

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

Paid More vs Made More

YTD

RDVISCHD

+17.3%Year to date+35.3%

8.1%Yield2.9%

+21.7%Past year+41.6%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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