Compare · 4 funds side by side · dividends reinvested

PAPI, SPY, DGRO and JEPQ

PAPIEaton Vance×SPYSPDR×DGROiShares×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

PAPI, SPY, DGRO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.5

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · SPY 1993 · DGRO 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

SPYMeasurePAPI

+11.2%Year to dateJan 1 → Nov 9+18.2%

+13.5%1 yearTotal return+21.7%

+21.9%3 years · per year$10,000 became $18,118 · $14,425+13.0%

+11.8%5 years · per year$10,000 became $17,493 · […][…]

0.09%Expense ratio$9 · $29 a year on $10k · lower is better0.29%

1.01%Trailing 12-mo yield$101 · $725 a year on $10k7.25%

−8.9%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer10.5%

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

2–5PAPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs PAPI: Top 5 Holdings

Today

SPY

27.8%in top 5

PAPI

in top 53.1%

SPYStockPAPI

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5BMI0.6%

not top 5APAM0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common17.4%

End-of-day Nov 9, 2026 · share of each fund

SPY vs PAPI Returns, Every Period

SPDRSPY

+13.5%

past year

PAPIEaton Vance

+21.7%

past year

SPYPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs JEPQ

YTD

SPDRSPY

+11.2%

JEPQJ.P. Morgan

+6.6%

+11.2%Year to date+6.6%

−8.9%Worst drop · 1Y−11.5%

13.7%Volatility · 1Y16.9%

1.0%Yield12.4%

$778BAssets$40.7B

3–1SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, SPY, DGRO, JEPQ

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SPY0.09%$9

PAPI0.29%$29

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAPI, SPY, DGRO, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

PAPI7.25%$725

DGRO1.84%$184

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PAPI$725 − $29 = $696

DGRO$184 − $8 = $176

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAPI, SPY, DGRO, JEPQ

Today

49.5%most shared, SPY and JEPQ

PAPISPYDGROJEPQ

PAPI—17.4%21.7%6.3%

SPY17.4%—43.8%49.5%

DGRO21.7%43.8%—19.5%

JEPQ6.3%49.5%19.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

PAPIWorst drop−6.9%10.5% vol

SPYWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+6.6%Year to date+18.8%

12.4%Yield1.8%

+9.2%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026