Compare · 3 funds side by side · dividends reinvested

PAPI, SPYM and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomePAPI · 7.28% · $728 a year on $10k

Story of the three · RiskSmallest drop

PAPI, SPYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.28%+17.7%+18.9%+13.1%[…]−6.9%10.6%$569M1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: PAPI 2023 · SPYM 2005 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

SCHD

More Ways to See the Pairs

SCHD vs SPYM: Top 5 Holdings

Today

SCHD

21.7%in top 5

SPYM

in top 526.8%

SCHDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

4.7%TXNnot top 5

4.4%PGnot top 5

Cost, Income and Risk

Fees: PAPI, SPYM, SCHD

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

PAPI0.29%$29

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: PAPI, SPYM, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SPYM

+34.2%Year to dateJan 1 → Nov 12+12.0%

+36.8%1 yearTotal return+12.2%

+19.9%3 years · per year$10,000 became $17,257 · $18,024+21.7%

+10.4%5 years · per year$10,000 became $16,429 · $17,408+11.7%

0.06%Expense ratio$6 · $2 a year on $10k · lower is better0.02%

2.93%Trailing 12-mo yield$293 · $102 a year on $10k1.02%

−6.9%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.7%

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

5–3SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common8.5%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs SPYM Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SPYMSPDR

+11.7%

5 years, per year

SCHDSPYMFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SCHD vs PAPI

YTD

SchwabSCHD

+34.2%

PAPIEaton Vance

+17.7%

+34.2%Year to date+17.7%

−6.9%Worst drop · 1Y−6.9%

11.7%Volatility · 1Y10.6%

2.9%Yield7.3%

$123BAssets$569M

2–1PAPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.28%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.28%$728

SCHD2.93%$293

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$699most kept, PAPI

PAPI$728 − $29 = $699

SCHD$293 − $6 = $287

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PAPI, SPYM, SCHD

Today

17.4%most shared, PAPI and SCHD

PAPISPYMSCHD

PAPI—17.4%17.4%

SPYM17.4%—8.5%

SCHD17.4%8.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.6% vol

SCHDWorst drop−6.9%11.7% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+17.7%Year to date+34.2%

7.3%Yield2.9%

+18.9%Past year+36.8%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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PAPI, SPYM and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three