Compare · 4 funds side by side · dividends reinvested

PAPI, VOO, JEPI and VIG

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

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 VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

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%$1.00T2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.8

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

PAPIMeasureJEPI

+18.2%Year to dateJan 1 → Nov 9+7.5%

+21.7%1 yearTotal return+10.9%

+13.0%3 years · per year$10,000 became $14,425 · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

7.25%Trailing 12-mo yield$725 · $793 a year on $10k7.93%

−6.9%Worst dropSmaller is better−6.7%

10.5%VolatilityLower is calmer9.0%

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

4–3PAPI wins

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

More Ways to See the Pairs

PAPI vs JEPI: Top 5 Holdings

Today

PAPI

3.1%in top 5

JEPI

in top 59.9%

PAPIStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common13.6%

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

PAPI vs JEPI Returns, Every Period

Eaton VancePAPI

+21.7%

past year

JEPIJ.P. Morgan

+10.9%

past year

PAPIJEPIFaded: behind in that period

3–0PAPI wins

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

PAPI vs JEPI

YTD

Eaton VancePAPI

+18.2%

JEPIJ.P. Morgan

+7.5%

+18.2%Year to date+7.5%

−6.9%Worst drop · 1Y−6.7%

10.5%Volatility · 1Y9.0%

7.3%Yield7.9%

$551MAssets$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, VIG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VIG0.04%$4

PAPI0.29%$29

JEPI0.35%$35

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

Yields: PAPI, VOO, JEPI, VIG

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PAPI7.25%$725

VIG1.46%$146

VOO1.07%$107

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PAPI$725 − $29 = $696

VIG$146 − $4 = $142

VOO$107 − $3 = $104

KeptFee

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

Overlap: PAPI, VOO, JEPI, VIG

Today

40.3%most shared, VOO and VIG

PAPIVOOJEPIVIG

PAPI—16.3%13.6%16.8%

VOO16.3%—38.2%40.3%

JEPI13.6%38.2%—31.2%

VIG16.8%40.3%31.2%—

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

Return vs Bumpiness: 4 ETFs

+21.7%PAPI, at 10.5% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.5% vol

VIGWorst drop−7.9%11.0% 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

JEPIPAPI

+7.5%Year to date+18.2%

7.9%Yield7.3%

+10.9%Past year+21.7%

0.35%Fee0.29%

3–1PAPI 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

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