Compare · 4 funds side by side · dividends reinvested

PAPI, VOO, JEPQ and DGRO

PAPIEaton Vance×VOOVanguard×JEPQJ.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, JEPQ and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.6

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%$1.00T2.4

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

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 · JEPQ 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

DGRO

iShares Core Dividend Growth ETF · $44.7B$17,131

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

PAPIMeasureDGRO

+18.2%Year to dateJan 1 → Nov 9+18.8%

+21.7%1 yearTotal return+22.9%

+13.0%3 years · per year$10,000 became $14,425 · $17,571+20.7%

[…]5 years · per year$10,000 became […] · $17,131+11.4%

0.29%Expense ratio$29 · $8 a year on $10k · lower is better0.08%

7.25%Trailing 12-mo yield$725 · $184 a year on $10k1.84%

−6.9%Worst dropSmaller is better−6.5%

10.5%VolatilityLower is calmer10.3%

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

1–6DGRO 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 DGRO: Top 5 Holdings

Today

PAPI

3.1%in top 5

DGRO

in top 515.1%

PAPIStockDGRO

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

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 common21.7%

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

PAPI vs DGRO Returns, Every Period

Eaton VancePAPI

+21.7%

past year

DGROiShares

+22.9%

past year

PAPIDGROFaded: behind in that period

0–3DGRO wins

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

PAPI vs JEPQ

YTD

Eaton VancePAPI

+18.2%

JEPQJ.P. Morgan

+6.6%

+18.2%Year to date+6.6%

−6.9%Worst drop · 1Y−11.5%

10.5%Volatility · 1Y16.9%

7.3%Yield12.4%

$551MAssets$40.7B

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, VOO, JEPQ, DGRO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DGRO0.08%$8

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: PAPI, VOO, JEPQ, DGRO

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

PAPI7.25%$725

DGRO1.84%$184

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

PAPI$725 − $29 = $696

DGRO$184 − $8 = $176

VOO$107 − $3 = $104

KeptFee

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

Overlap: PAPI, VOO, JEPQ, DGRO

Today

51.3%most shared, VOO and JEPQ

PAPIVOOJEPQDGRO

PAPI—16.3%6.3%21.7%

VOO16.3%—51.3%40.8%

JEPQ6.3%51.3%—19.5%

DGRO21.7%40.8%19.5%—

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

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% 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

JEPQDGRO

+6.6%Year to date+18.8%

12.4%Yield1.8%

+9.2%Past year+22.9%

0.35%Fee0.08%

3–1DGRO 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