Compare · 3 funds side by side · dividends reinvested

PAPI, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

PAPI, SPYM 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%$553M1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.8

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%$798B2.5

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 16.9% in common

PAPIMeasureSPYM

+17.0%Year to dateJan 1 → Nov 3+11.5%

+20.7%1 yearTotal return+11.9%

+13.7%3 years · per year$10,000 became $14,709 · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

7.33%Trailing 12-mo yield$733 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer12.7%

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

5–2PAPI wins

End-of-day Nov 3, 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 527.4%

PAPIStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

0.6%BMInot top 5

0.6%EXPOnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%APAMnot top 5

Held in common16.9%

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

PAPI vs SPYM Returns, Every Period

Eaton VancePAPI

+20.7%

past year

SPYMSPDR

+11.9%

past year

PAPISPYMFaded: 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 SPYM

YTD

Eaton VancePAPI

+17.0%

SPYMSPDR

+11.5%

+17.0%Year to date+11.5%

−6.9%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y12.7%

7.3%Yield1.0%

$553MAssets$185B

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PAPI0.29%$29

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

Yields: PAPI, SPYM, SPY

7.33%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.33%$733

SPYM1.03%$103

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

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: PAPI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PAPISPYMSPY

PAPI—16.9%16.9%

SPYM16.9%—99.9%

SPY16.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+20.7%PAPI, at 10.1% volatility

PAPIWorst drop−6.9%10.1% vol

SPYMWorst drop−8.9%12.7% 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

PAPISPYM

+17.0%Year to date+11.5%

7.3%Yield1.0%

+20.7%Past year+11.9%

0.29%Fee0.02%

3–1PAPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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