Compare · 4 funds side by side · dividends reinvested

PAPI, VIG, IVV and JEPQ

PAPIEaton Vance×VIGVanguard×IVViShares×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

PAPI, VIG, IVV and JEPQ, 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%$551M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.0

Rank among the four1st → 4thFee, 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 · VIG 2006 · IVV 2000 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

JEPQMeasurePAPI

+8.5%Year to dateJan 1 → Nov 5+17.3%

+9.3%1 yearTotal return+21.3%

+20.3%3 years · per year$10,000 became $17,406 · $14,556+13.3%

[…]5 years · per year[…]

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

12.17%Trailing 12-mo yield$1,217 · $731 a year on $10k7.31%

−8.8%Worst dropSmaller is better−6.9%

15.5%VolatilityLower is calmer10.4%

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

2–5PAPI wins

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

More Ways to See the Pairs

JEPQ vs PAPI: Top 5 Holdings

Today

JEPQ

28.3%in top 5

PAPI

in top 53.1%

JEPQStockPAPI

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5MTH0.6%

not top 5THO0.6%

Held in common6.3%

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

JEPQ vs PAPI Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

PAPIEaton Vance

+21.3%

past year

JEPQPAPIFaded: behind in that period

1–2PAPI wins

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

JEPQ vs PAPI

YTD

J.P. MorganJEPQ

+8.5%

PAPIEaton Vance

+17.3%

+8.5%Year to date+17.3%

−8.8%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y10.4%

12.2%Yield7.3%

$42.1BAssets$551M

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, VIG, IVV, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: PAPI, VIG, IVV, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PAPI7.31%$731

VIG1.49%$149

IVV1.14%$114

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PAPI$731 − $29 = $702

VIG$149 − $4 = $145

IVV$114 − $3 = $111

KeptFee

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

Overlap: PAPI, VIG, IVV, JEPQ

Today

49.7%most shared, IVV and JEPQ

PAPIVIGIVVJEPQ

PAPI—16.9%17.3%6.3%

VIG16.9%—42.6%26.3%

IVV17.3%42.6%—49.7%

JEPQ6.3%26.3%49.7%—

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

Return vs Bumpiness: 4 ETFs

+21.3%PAPI, at 10.4% volatility

PAPIWorst drop−6.9%10.4% vol

VIGWorst drop−7.9%10.8% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+8.5%Year to date+17.3%

12.2%Yield7.3%

+9.3%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

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