Compare · 4 funds side by side · dividends reinvested

PAPI, SCHD, IVV and VIG

PAPIEaton Vance×SCHDSchwab×IVViShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

PAPI, SCHD, IVV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.0

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: PAPI 2023 · SCHD 2011 · IVV 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

IVVMeasureVIG

+8.4%Year to dateJan 1 → Nov 5+12.5%

+9.7%1 yearTotal return+15.2%

+22.1%3 years · per year$10,000 became $18,221 · $16,814+18.9%

+11.4%5 years · per year$10,000 became $17,151 · $16,331+10.3%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.14%Trailing 12-mo yield$114 · $149 a year on $10k1.49%

−8.9%Worst dropSmaller is better−7.9%

13.6%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

IVV vs VIG: Top 5 Holdings

Today

IVV

27.7%in top 5

VIG

in top 522.1%

IVVStockVIG

7.7%AAPL4.9%

7.3%NVDAnot top 5

6.2%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

3.9%AMZNnot top 5

not top 5JPM3.9%

2.6%GOOGLnot top 5

Held in common42.6%

End-of-day Nov 5, 2026 · share of each fund

IVV vs VIG Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

IVVVIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs PAPI

YTD

iSharesIVV

+8.4%

PAPIEaton Vance

+17.3%

+8.4%Year to date+17.3%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y10.4%

1.1%Yield7.3%

$850BAssets$561M

4–0PAPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, SCHD, IVV, VIG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PAPI, SCHD, IVV, VIG

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD2.98%$298

VIG1.49%$149

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PAPI, SCHD, IVV, VIG

Today

42.6%most shared, IVV and VIG

PAPISCHDIVVVIG

PAPI—17.4%17.3%16.9%

SCHD17.4%—8.5%14.5%

IVV17.3%8.5%—42.6%

VIG16.9%14.5%42.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+17.3%Year to date+32.3%

7.3%Yield3.0%

+21.3%Past year+38.7%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026