Compare · 4 funds side by side · dividends reinvested

PAPI, SPY, DGRO and SCHD

PAPIEaton Vance×SPYSPDR×DGROiShares×SCHDSchwab×

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 SCHD, 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%$44.7B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.7

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%$778B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · SPY 1993 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

PAPI

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

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

SCHDMeasurePAPI

+33.2%Year to dateJan 1 → Nov 9+18.2%

+39.1%1 yearTotal return+21.7%

+19.6%3 years · per year$10,000 became $17,123 · $14,425+13.0%

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $29 a year on $10k · lower is better0.29%

2.96%Trailing 12-mo yield$296 · $725 a year on $10k7.25%

−6.9%Worst dropSmaller is better−6.9%

11.8%VolatilityLower is calmer10.5%

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

4–2SCHD wins

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

More Ways to See the Pairs

SCHD vs PAPI: Top 5 Holdings

Today

SCHD

21.4%in top 5

PAPI

in top 53.1%

SCHDStockPAPI

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot 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

SCHD vs PAPI Returns, Every Period

SchwabSCHD

+39.1%

past year

PAPIEaton Vance

+21.7%

past year

SCHDPAPIFaded: behind in that period

3–0SCHD wins

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

SCHD vs PAPI

YTD

SchwabSCHD

+33.2%

PAPIEaton Vance

+18.2%

+33.2%Year to date+18.2%

−6.9%Worst drop · 1Y−6.9%

11.8%Volatility · 1Y10.5%

3.0%Yield7.3%

$120BAssets$551M

2–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, SPY, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SPY0.09%$9

PAPI0.29%$29

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

Yields: PAPI, SPY, DGRO, SCHD

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

SCHD2.96%$296

DGRO1.84%$184

SPY1.01%$101

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

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

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, SCHD

Today

43.8%most shared, SPY and DGRO

PAPISPYDGROSCHD

PAPI—17.4%21.7%17.4%

SPY17.4%—43.8%8.6%

DGRO21.7%43.8%—21.3%

SCHD17.4%8.6%21.3%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

PAPISCHD

+18.2%Year to date+33.2%

7.3%Yield3.0%

+21.7%Past year+39.1%

0.29%Fee0.06%

3–1SCHD 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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026