Compare · 4 funds side by side · dividends reinvested

PAPI, SPY, VOO and SCHD

PAPIEaton Vance×SPYSPDR×VOOVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

PAPI, SPY, VOO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.27%+17.9%+21.4%+12.9%[…]−6.9%10.5%$551M2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

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%$778B3.3

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 · VOO 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

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

VOOMeasureSCHD

+11.3%Year to dateJan 1 → Nov 9+33.1%

+13.6%1 yearTotal return+39.1%

+22.0%3 years · per year$10,000 became $18,159 · $17,118+19.6%

+11.9%5 years · per year$10,000 became $17,543 · $16,454+10.5%

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

1.07%Trailing 12-mo yield$107 · $296 a year on $10k2.96%

−8.9%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 9, 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 521.4%

VOOStockSCHD

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common7.6%

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

VOO vs SCHD Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

VOOSCHDFaded: behind in that period

2–2Level

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

Core vs Income: VOO vs PAPI

YTD

VanguardVOO

+11.3%

PAPIEaton Vance

+17.9%

+11.3%Year to date+17.9%

−8.9%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y10.5%

1.1%Yield7.3%

$1.00TAssets$551M

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, SPY, VOO, SCHD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

SPY0.09%$9

PAPI0.29%$29

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

Yields: PAPI, SPY, VOO, SCHD

7.27%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.27%$727

SCHD2.96%$296

VOO1.07%$107

SPY1.01%$101

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

Income After Fees on $10,000

$698most kept, PAPI

PAPI$727 − $29 = $698

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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

Overlap: PAPI, SPY, VOO, SCHD

Today

92.2%most shared, SPY and VOO

PAPISPYVOOSCHD

PAPI—17.5%16.2%17.5%

SPY17.5%—92.2%8.7%

VOO16.2%92.2%—7.6%

SCHD17.5%8.7%7.6%—

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

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% 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

+17.9%Year to date+33.1%

7.3%Yield3.0%

+21.4%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

+33.1%

VIGVanguard

+14.8%

+33.1%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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026