Compare · 3 funds side by side · dividends reinvested

PAPI, SPYM and JEPI

PAPIEaton Vance×SPYMSPDR×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

PAPI, SPYM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M1.7

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PAPI 2023 · SPYM 2005 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

JEPIMeasurePAPI

+5.2%Year to dateJan 1 → Nov 5+17.3%

+8.3%1 yearTotal return+21.3%

+11.0%3 years · per year$10,000 became $13,674 · $14,556+13.3%

+7.1%5 years · per year$10,000 became $14,108 · […][…]

0.35%Expense ratio$35 · $29 a year on $10k · lower is better0.29%

8.09%Trailing 12-mo yield$809 · $731 a year on $10k7.31%

−6.7%Worst dropSmaller is better−6.9%

8.8%VolatilityLower is calmer10.4%

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

3–4PAPI wins

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

More Ways to See the Pairs

JEPI vs PAPI: Top 5 Holdings

Today

JEPI

9.9%in top 5

PAPI

in top 53.1%

JEPIStockPAPI

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5MTH0.6%

not top 5THO0.6%

Held in common13.5%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs PAPI Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

PAPIEaton Vance

+21.3%

past year

JEPIPAPIFaded: behind in that period

0–3PAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JEPI vs PAPI

YTD

J.P. MorganJEPI

+5.2%

PAPIEaton Vance

+17.3%

+5.2%Year to date+17.3%

−6.7%Worst drop · 1Y−6.9%

8.8%Volatility · 1Y10.4%

8.1%Yield7.3%

$46.1BAssets$551M

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, SPYM, JEPI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PAPI0.29%$29

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PAPI, SPYM, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PAPI7.31%$731

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PAPI, SPYM, JEPI

Today

39.3%most shared, SPYM and JEPI

PAPISPYMJEPI

PAPI—17.3%13.5%

SPYM17.3%—39.3%

JEPI13.5%39.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%PAPI, at 10.4% volatility

JEPIWorst drop−6.7%8.8% vol

PAPIWorst drop−6.9%10.4% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAPI

+5.2%Year to date+17.3%

8.1%Yield7.3%

+8.3%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026