Compare · 4 funds side by side · dividends reinvested

PAPI, SPYM, SCHD and VIG

PAPIEaton Vance×SPYMSPDR×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,126SPYM · best of the four

02 / 04

PAPI, SPYM, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: PAPI 2023 · SPYM 2005 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

PAPIMeasureSPYM

+19.3%Year to dateJan 1 → Nov 4+13.4%

+23.4%1 yearTotal return+13.5%

+14.1%3 years · per year$10,000 became $14,871 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

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

7.19%Trailing 12-mo yield$719 · $101 a year on $10k1.01%

−6.9%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.8%

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

5–2PAPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs SPYM: Top 5 Holdings

Today

PAPI

3.0%in top 5

SPYM

in top 527.3%

PAPIStockSPYM

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 4, 2026 · share of each fund

PAPI vs SPYM Returns, Every Period

Eaton VancePAPI

+23.4%

past year

SPYMSPDR

+13.5%

past year

PAPISPYMFaded: behind in that period

2–1PAPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PAPI vs SCHD

YTD

Eaton VancePAPI

+19.3%

SCHDSchwab

+35.3%

+19.3%Year to date+35.3%

−6.9%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.5%

7.2%Yield2.9%

$551MAssets$123B

2–1PAPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, SPYM, SCHD, VIG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PAPI, SPYM, SCHD, VIG

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

SCHD2.91%$291

VIG1.44%$144

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PAPI, SPYM, SCHD, VIG

Today

42.5%most shared, SPYM and VIG

PAPISPYMSCHDVIG

PAPI—17.3%17.4%16.8%

SPYM17.3%—8.4%42.5%

SCHD17.4%8.4%—14.5%

VIG16.8%42.5%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

PAPIWorst drop−6.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+19.3%Year to date+35.3%

7.2%Yield2.9%

+23.4%Past year+41.6%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026