Compare · 4 funds side by side · dividends reinvested

PAPI, SCHD, VIG and CGDV

PAPIEaton Vance×SCHDSchwab×VIGVanguard×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

PAPI, SCHD, VIG and CGDV, 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%$120B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B3.6

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 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 29.5% in common

VIGMeasureCGDV

+12.5%Year to dateJan 1 → Nov 5+9.7%

+15.2%1 yearTotal return+13.2%

+18.9%3 years · per year$10,000 became $16,814 · $19,064+24.0%

+10.3%5 years · per year$10,000 became $16,331 · […][…]

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

1.49%Trailing 12-mo yield$149 · $127 a year on $10k1.27%

−7.9%Worst dropSmaller is better−9.7%

10.8%VolatilityLower is calmer13.4%

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

6–1VIG wins

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

More Ways to See the Pairs

VIG vs CGDV: Top 5 Holdings

Today

VIG

22.1%in top 5

CGDV

in top 524.4%

VIGStockCGDV

4.9%MSFT7.0%

not top 5NVDA6.1%

4.9%AAPLnot top 5

4.3%AVGO4.3%

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5META3.8%

not top 5RTX3.2%

Held in common29.5%

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

VIG vs CGDV Returns, Every Period

VanguardVIG

+15.2%

past year

CGDVCapital Group

+13.2%

past year

VIGCGDVFaded: behind in that period

2–1VIG wins

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

VIG vs PAPI

YTD

VanguardVIG

+12.5%

PAPIEaton Vance

+17.3%

+12.5%Year to date+17.3%

−7.9%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y10.4%

1.5%Yield7.3%

$109BAssets$561M

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, SCHD, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

CGDV0.33%$33

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

Yields: PAPI, SCHD, VIG, CGDV

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD2.98%$298

VIG1.49%$149

CGDV1.27%$127

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

CGDV$127 − $33 = $94

KeptFee

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

Overlap: PAPI, SCHD, VIG, CGDV

Today

29.5%most shared, VIG and CGDV

PAPISCHDVIGCGDV

PAPI—17.4%16.9%9.2%

SCHD17.4%—14.5%5.8%

VIG16.9%14.5%—29.5%

CGDV9.2%5.8%29.5%—

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

CGDVWorst drop−9.7%13.4% 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

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