Compare · 4 funds side by side · dividends reinvested

PAPI, VOO, IVV and SCHD

PAPIEaton Vance×VOOVanguard×IVViShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

PAPI, VOO, IVV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · VOO 2010 · IVV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

SCHDMeasureVOO

+33.2%Year to dateJan 1 → Nov 9+11.3%

+39.1%1 yearTotal return+13.6%

+19.6%3 years · per year$10,000 became $17,123 · $18,159+22.0%

+10.5%5 years · per year$10,000 became $16,459 · $17,543+11.9%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

2.96%Trailing 12-mo yield$296 · $107 a year on $10k1.07%

−6.9%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer13.7%

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

5–3SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs VOO: Top 5 Holdings

Today

SCHD

21.4%in top 5

VOO

in top 528.3%

SCHDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common7.6%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs VOO Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

SCHDVOOFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHD vs PAPI

YTD

SchwabSCHD

+33.2%

PAPIEaton Vance

+18.2%

+33.2%Year to date+18.2%

−6.9%Worst drop · 1Y−6.9%

11.8%Volatility · 1Y10.5%

3.0%Yield7.3%

$120BAssets$551M

2–1PAPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, VOO, IVV, SCHD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SCHD0.06%$6

PAPI0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAPI, VOO, IVV, SCHD

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

SCHD2.96%$296

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAPI, VOO, IVV, SCHD

Today

92.7%most shared, VOO and IVV

PAPIVOOIVVSCHD

PAPI—16.3%17.4%17.4%

VOO16.3%—92.7%7.6%

IVV17.4%92.7%—8.6%

SCHD17.4%7.6%8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+18.2%Year to date+33.2%

7.3%Yield3.0%

+21.7%Past year+39.1%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026