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 Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

PAPI

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

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

JEPQMeasurePAPI

+6.6%Year to dateJan 1 → Nov 9+17.9%

+9.2%1 yearTotal return+21.4%

+18.2%3 years · per year$10,000 became $16,495 · $14,390+12.9%

[…]5 years · per year[…]

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

12.39%Trailing 12-mo yield$1,239 · $727 a year on $10k7.27%

−11.5%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer10.5%

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

2–5PAPI wins

End-of-day Nov 9, 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

28.9%in top 5

PAPI

in top 53.1%

JEPQStockPAPI

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common6.3%

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

JEPQ vs PAPI Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

PAPIEaton Vance

+21.4%

past year

JEPQPAPIFaded: behind in that period

1–2PAPI wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y9.0%

12.4%Yield7.9%

$40.7BAssets$45.2B

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