Compare · 4 funds side by side · dividends reinvested

PAPI, SPYM, DGRO and JEPQ

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

PAPI, SPYM, DGRO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.8%+22.9%+20.7%+11.3%−6.5%10.3%$45.9B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B2.4

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.23%+18.5%+20.7%+13.0%[…]−6.9%10.6%$569M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B3.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: PAPI 2023 · SPYM 2005 · DGRO 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Equity Premium Income ETF · $569M[…]

PAPI

More Ways to See the Pairs

PAPI vs SPYM: Top 5 Holdings

Today

PAPI

3.1%in top 5

SPYM

in top 526.9%

PAPIStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: PAPI, SPYM, DGRO, JEPQ

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DGRO0.08%$8

PAPI0.29%$29

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

PAPIMeasureSPYM

+18.5%Year to dateJan 1 → Nov 11+12.4%

+20.7%1 yearTotal return+12.8%

+13.0%3 years · per year$10,000 became $14,446 · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

7.23%Trailing 12-mo yield$723 · $102 a year on $10k1.02%

−6.9%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.7%

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

5–2PAPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%MOSnot top 5

Held in common17.4%

End-of-day Nov 11, 2026 · share of each fund

PAPI vs SPYM Returns, Every Period

1Y

Eaton VancePAPI

+20.7%

past year

SPYMSPDR

+12.8%

past year

PAPISPYMFaded: behind in that period

2–1PAPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

PAPI vs JEPQ

YTD

Eaton VancePAPI

+18.5%

JEPQJ.P. Morgan

+8.1%

+18.5%Year to date+8.1%

−6.9%Worst drop · 1Y−11.5%

10.6%Volatility · 1Y16.9%

7.2%Yield12.2%

$569MAssets$41.8B

3–1PAPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: PAPI, SPYM, DGRO, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

PAPI7.23%$723

DGRO1.82%$182

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

PAPI$723 − $29 = $694

DGRO$182 − $8 = $174

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PAPI, SPYM, DGRO, JEPQ

Today

49.2%most shared, SPYM and JEPQ

PAPISPYMDGROJEPQ

PAPI—17.4%21.6%6.3%

SPYM17.4%—44.1%49.2%

DGRO21.6%44.1%—19.6%

JEPQ6.3%49.2%19.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

PAPIWorst drop−6.9%10.6% vol

SPYMWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+8.1%Year to date+19.8%

12.2%Yield1.8%

+9.0%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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PAPI, SPYM, DGRO and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four