Compare · 2 funds side by side · dividends reinvested

PAPI and SPY

PAPIEaton Vance×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

PAPI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.33%+17.0%+20.7%+13.7%[…]−6.9%10.1%$553M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PAPI 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $553M[…]

PAPI

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

PAPIMeasureSPY

+17.0%Year to dateJan 1 → Nov 3+11.5%

+20.7%1 yearTotal return+11.8%

+13.7%3 years · per year$10,000 became $14,709 · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

7.33%Trailing 12-mo yield$733 · $101 a year on $10k1.01%

−6.9%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer12.8%

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

5–2PAPI wins

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

More Ways to See the Pairs

PAPI vs SPY: Top 5 Holdings

Today

PAPI

3.0%in top 5

SPY

in top 527.3%

PAPIStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%EXPOnot top 5

0.6%HASnot top 5

Held in common17.3%

End-of-day Nov 3, 2026 · share of each fund

PAPI vs SPY Returns, Every Period

Eaton VancePAPI

+20.7%

past year

SPYSPDR

+11.8%

past year

PAPISPYFaded: behind in that period

2–1PAPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: PAPI vs SPY

YTD

Eaton VancePAPI

+17.0%

SPYSPDR

+11.5%

+17.0%Year to date+11.5%

−6.9%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y12.8%

7.3%Yield1.0%

$553MAssets$798B

4–0PAPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PAPI0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PAPI, SPY

7.33%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.33%$733

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$704most kept, PAPI

PAPI$733 − $29 = $704

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PAPI, SPY

Today

17.3%most shared, PAPI and SPY

PAPISPY

PAPI—17.3%

SPY17.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.7%PAPI, at 10.1% volatility

PAPIWorst drop−6.9%10.1% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISPY

+17.0%Year to date+11.5%

7.3%Yield1.0%

+20.7%Past year+11.8%

0.29%Fee0.09%

3–1PAPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026