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$18,126SPYM · 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%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$553M1.6

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%$185B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$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 4, 2026 · returns include dividends · since: PAPI 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $798B$18,060

SPY

PAPI

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

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

SPYMeasurePAPI

+13.3%Year to dateJan 1 → Nov 4+19.3%

+13.4%1 yearTotal return+23.4%

+24.1%3 years · per year$10,000 became $19,132 · $14,871+14.1%

+12.6%5 years · per year$10,000 became $18,060 · […][…]

0.09%Expense ratio$9 · $29 a year on $10k · lower is better0.29%

0.99%Trailing 12-mo yield$99 · $719 a year on $10k7.19%

−8.9%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer10.2%

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

2–5PAPI wins

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

More Ways to See the Pairs

SPY vs PAPI: Top 5 Holdings

Today

SPY

27.3%in top 5

PAPI

in top 53.0%

SPYStockPAPI

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5EXPO0.6%

not top 5HAS0.6%

Held in common17.3%

End-of-day Nov 4, 2026 · share of each fund

SPY vs PAPI Returns, Every Period

SPDRSPY

+13.4%

past year

PAPIEaton Vance

+23.4%

past year

SPYPAPIFaded: behind in that period

1–2PAPI wins

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

Core vs Income: SPY vs PAPI

YTD

SPDRSPY

+13.3%

PAPIEaton Vance

+19.3%

+13.3%Year to date+19.3%

−8.9%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y10.2%

1.0%Yield7.2%

$798BAssets$553M

4–0PAPI wins

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

Yields: PAPI, SPYM, SPY

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: PAPI, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

PAPISPYMSPY

PAPI—17.3%17.3%

SPYM17.3%—99.8%

SPY17.3%99.8%—

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

Return vs Bumpiness: 3 ETFs

+23.4%PAPI, at 10.2% volatility

PAPIWorst drop−6.9%10.2% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PAPISPYM

+19.3%Year to date+13.4%

7.2%Yield1.0%

+23.4%Past year+13.5%

0.29%Fee0.02%

3–1PAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026