Compare · 4 funds side by side · dividends reinvested

PAPI, SCHD, QQQ and VYM

PAPIEaton Vance×SCHDSchwab×QQQInvesco×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,352QQQ · best of the four

02 / 04

PAPI, SCHD, QQQ and VYM, 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%$123B2.1

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.3

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M2.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: PAPI 2023 · SCHD 2011 · QQQ 1999 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 25.3% in common

PAPIMeasureVYM

+17.3%Year to dateJan 1 → Nov 5+13.3%

+21.3%1 yearTotal return+17.7%

+13.3%3 years · per year$10,000 became $14,556 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $17,002+11.2%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

7.31%Trailing 12-mo yield$731 · $230 a year on $10k2.30%

−6.9%Worst dropSmaller is better−6.7%

10.4%VolatilityLower is calmer10.6%

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

4–3PAPI wins

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

More Ways to See the Pairs

PAPI vs VYM: Top 5 Holdings

Today

PAPI

3.1%in top 5

VYM

in top 518.2%

PAPIStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%MTHnot top 5

0.6%THOnot top 5

Held in common25.3%

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

PAPI vs VYM Returns, Every Period

Eaton VancePAPI

+21.3%

past year

VYMVanguard

+17.7%

past year

PAPIVYMFaded: behind in that period

2–1PAPI wins

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

PAPI vs SCHD

YTD

Eaton VancePAPI

+17.3%

SCHDSchwab

+32.3%

+17.3%Year to date+32.3%

−6.9%Worst drop · 1Y−6.9%

10.4%Volatility · 1Y11.7%

7.3%Yield3.0%

$551MAssets$123B

2–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, SCHD, QQQ, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

QQQ0.18%$18

PAPI0.29%$29

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

Yields: PAPI, SCHD, QQQ, VYM

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD2.98%$298

VYM2.30%$230

QQQ0.48%$48

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

VYM$230 − $4 = $226

QQQ$48 − $18 = $30

KeptFee

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

Overlap: PAPI, SCHD, QQQ, VYM

Today

25.3%most shared, PAPI and VYM

PAPISCHDQQQVYM

PAPI—17.4%7.3%25.3%

SCHD17.4%—5.5%21.9%

QQQ7.3%5.5%—15.0%

VYM25.3%21.9%15.0%—

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

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

QQQWorst drop−14.8%21.3% 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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

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

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026