Compare · 4 funds side by side · dividends reinvested

PAPI, VOO, JEPI and JEPQ

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

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 JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.27%+17.9%+21.4%+12.9%[…]−6.9%10.5%$551M2.0

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%$1.00T2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.1

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,453

JEPI

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

JEPIMeasurePAPI

+7.5%Year to dateJan 1 → Nov 9+17.9%

+10.9%1 yearTotal return+21.4%

+11.0%3 years · per year$10,000 became $13,684 · $14,390+12.9%

+7.6%5 years · per year$10,000 became $14,453 · […][…]

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

7.92%Trailing 12-mo yield$792 · $727 a year on $10k7.27%

−6.7%Worst dropSmaller is better−6.9%

9.0%VolatilityLower is calmer10.5%

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

3–4PAPI wins

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

More Ways to See the Pairs

JEPI vs PAPI: Top 5 Holdings

Today

JEPI

9.9%in top 5

PAPI

in top 53.1%

JEPIStockPAPI

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common13.5%

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

JEPI vs PAPI Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

PAPIEaton Vance

+21.4%

past year

JEPIPAPIFaded: behind in that period

0–3PAPI wins

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

JEPI vs JEPQ

YTD

J.P. MorganJEPI

+7.5%

JEPQJ.P. Morgan

+6.6%

+7.5%Year to date+6.6%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.9%

7.9%Yield12.4%

$45.2BAssets$40.7B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PAPI, VOO, JEPI, JEPQ

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PAPI0.29%$29

JEPI0.35%$35

JEPQ0.35%$35

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

Yields: PAPI, VOO, JEPI, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.92%$792

PAPI7.27%$727

VOO1.07%$107

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$792 − $35 = $757

PAPI$727 − $29 = $698

VOO$107 − $3 = $104

KeptFee

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

Overlap: PAPI, VOO, JEPI, JEPQ

Today

51.3%most shared, VOO and JEPQ

PAPIVOOJEPIJEPQ

PAPI—16.2%13.5%6.3%

VOO16.2%—37.5%51.3%

JEPI13.5%37.5%—26.8%

JEPQ6.3%51.3%26.8%—

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

Return vs Bumpiness: 4 ETFs

+21.4%PAPI, at 10.5% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.5% vol

VOOWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+6.6%Year to date+17.9%

12.4%Yield7.3%

+9.2%Past year+21.4%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

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