Compare · 3 funds side by side · dividends reinvested

PAPI, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

PAPI, SCHD and VOO, 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%$123B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.3

Rank among the three1st → 3rdFee, 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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

VOOMeasureSCHD

+8.4%Year to dateJan 1 → Nov 5+32.3%

+9.8%1 yearTotal return+38.7%

+22.1%3 years · per year$10,000 became $18,224 · $17,414+20.3%

+11.4%5 years · per year$10,000 became $17,156 · $16,375+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.10%Trailing 12-mo yield$110 · $298 a year on $10k2.98%

−8.9%Worst dropSmaller is better−6.9%

13.5%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

VOO vs SCHD: Top 5 Holdings

Today

VOO

28.3%in top 5

SCHD

in top 521.7%

VOOStockSCHD

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common7.6%

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

VOO vs SCHD Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VOOSCHDFaded: behind in that period

2–2Level

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

Core vs Income: VOO vs PAPI

YTD

VanguardVOO

+8.4%

PAPIEaton Vance

+17.3%

+8.4%Year to date+17.3%

−8.9%Worst drop · 1Y−6.9%

13.5%Volatility · 1Y10.4%

1.1%Yield7.3%

$1.00TAssets$551M

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

PAPI0.29%$29

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

Yields: PAPI, SCHD, VOO

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD2.98%$298

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Overlap: PAPI, SCHD, VOO

Today

17.4%most shared, PAPI and SCHD

PAPISCHDVOO

PAPI—17.4%16.3%

SCHD17.4%—7.6%

VOO16.3%7.6%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% 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 Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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$887B

0–0level

End-of-day Nov 5, 2026