Compare · 4 funds side by side · dividends reinvested

PAPI, VOO, JEPI and DGRO

PAPIEaton Vance×VOOVanguard×JEPIJ.P. Morgan×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

PAPI, VOO, JEPI and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+23.2%+20.8%+11.4%−6.5%10.4%$44.7B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.27%+17.9%+21.4%+12.9%[…]−6.9%10.5%$551M2.6

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%$1.00T2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.9

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 · JEPI 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.7B$17,171

DGRO

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

DGROMeasurePAPI

+19.1%Year to dateJan 1 → Nov 9+17.9%

+23.2%1 yearTotal return+21.4%

+20.8%3 years · per year$10,000 became $17,612 · $14,390+12.9%

+11.4%5 years · per year$10,000 became $17,171 · […][…]

0.08%Expense ratio$8 · $29 a year on $10k · lower is better0.29%

1.83%Trailing 12-mo yield$183 · $727 a year on $10k7.27%

−6.5%Worst dropSmaller is better−6.9%

10.4%VolatilityLower is calmer10.5%

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

6–1DGRO wins

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

More Ways to See the Pairs

DGRO vs PAPI: Top 5 Holdings

Today

DGRO

15.0%in top 5

PAPI

in top 53.1%

DGROStockPAPI

3.2%MSFTnot top 5

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common21.7%

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

DGRO vs PAPI Returns, Every Period

iSharesDGRO

+23.2%

past year

PAPIEaton Vance

+21.4%

past year

DGROPAPIFaded: behind in that period

3–0DGRO wins

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

DGRO vs JEPI

YTD

iSharesDGRO

+19.1%

JEPIJ.P. Morgan

+7.5%

+19.1%Year to date+7.5%

−6.5%Worst drop · 1Y−6.7%

10.4%Volatility · 1Y9.0%

1.8%Yield7.9%

$44.7BAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: PAPI, VOO, JEPI, DGRO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DGRO0.08%$8

PAPI0.29%$29

JEPI0.35%$35

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

Yields: PAPI, VOO, JEPI, DGRO

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PAPI7.27%$727

DGRO1.83%$183

VOO1.07%$107

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

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$727 − $29 = $698

DGRO$183 − $8 = $175

VOO$107 − $3 = $104

KeptFee

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

Overlap: PAPI, VOO, JEPI, DGRO

Today

40.7%most shared, VOO and DGRO

PAPIVOOJEPIDGRO

PAPI—16.2%13.5%21.7%

VOO16.2%—37.5%40.7%

JEPI13.5%37.5%—34.3%

DGRO21.7%40.7%34.3%—

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

Return vs Bumpiness: 4 ETFs

+23.2%DGRO, at 10.4% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.4% vol

PAPIWorst drop−6.9%10.5% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

JEPIDGRO

+7.5%Year to date+19.1%

7.9%Yield1.8%

+10.9%Past year+23.2%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

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