Compare · 4 funds side by side · dividends reinvested

PAPI, VOO, SPY and JEPI

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

PAPI, VOO, SPY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PAPI 2023 · VOO 2010 · SPY 1993 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $561M[…]

PAPI

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

PAPIMeasureVOO

+17.3%Year to dateJan 1 → Nov 5+8.4%

+21.3%1 yearTotal return+9.8%

+13.3%3 years · per year$10,000 became $14,556 · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

7.31%Trailing 12-mo yield$731 · $110 a year on $10k1.10%

−6.9%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.5%

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

5–2PAPI wins

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

More Ways to See the Pairs

PAPI vs VOO: Top 5 Holdings

Today

PAPI

3.1%in top 5

VOO

in top 528.3%

PAPIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%MTHnot top 5

0.6%THOnot top 5

Held in common16.3%

End-of-day Nov 5, 2026 · share of each fund

PAPI vs VOO Returns, Every Period

Eaton VancePAPI

+21.3%

past year

VOOVanguard

+9.8%

past year

PAPIVOOFaded: behind in that period

2–1PAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PAPI vs JEPI

YTD

Eaton VancePAPI

+17.3%

JEPIJ.P. Morgan

+5.2%

+17.3%Year to date+5.2%

−6.9%Worst drop · 1Y−6.7%

10.4%Volatility · 1Y8.8%

7.3%Yield8.1%

$561MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, VOO, SPY, JEPI

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

PAPI0.29%$29

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PAPI, VOO, SPY, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PAPI7.31%$731

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PAPI, VOO, SPY, JEPI

Today

93.5%most shared, VOO and SPY

PAPIVOOSPYJEPI

PAPI—16.3%17.3%13.5%

VOO16.3%—93.5%38.0%

SPY17.3%93.5%—39.3%

JEPI13.5%38.0%39.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.3%PAPI, at 10.4% volatility

JEPIWorst drop−6.7%8.8% vol

PAPIWorst drop−6.9%10.4% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAPI

+5.2%Year to date+17.3%

8.1%Yield7.3%

+8.3%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026