Compare · 4 funds side by side · dividends reinvested

PAPI, VTI, SCHD and JEPQ

PAPIEaton Vance×VTIVanguard×SCHDSchwab×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

PAPI, VTI, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M2.1

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B2.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: PAPI 2023 · VTI 2001 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

SCHDMeasurePAPI

+32.3%Year to dateJan 1 → Nov 5+17.3%

+38.7%1 yearTotal return+21.3%

+20.3%3 years · per year$10,000 became $17,414 · $14,556+13.3%

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $29 a year on $10k · lower is better0.29%

2.98%Trailing 12-mo yield$298 · $731 a year on $10k7.31%

−6.9%Worst dropSmaller is better−6.9%

11.7%VolatilityLower is calmer10.4%

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

4–2SCHD wins

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

More Ways to See the Pairs

SCHD vs PAPI: Top 5 Holdings

Today

SCHD

21.7%in top 5

PAPI

in top 53.1%

SCHDStockPAPI

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5MTH0.6%

not top 5THO0.6%

Held in common17.4%

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

SCHD vs PAPI Returns, Every Period

SchwabSCHD

+38.7%

past year

PAPIEaton Vance

+21.3%

past year

SCHDPAPIFaded: behind in that period

3–0SCHD wins

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

SCHD vs JEPQ

YTD

SchwabSCHD

+32.3%

JEPQJ.P. Morgan

+8.5%

+32.3%Year to date+8.5%

−6.9%Worst drop · 1Y−8.8%

11.7%Volatility · 1Y15.5%

3.0%Yield12.2%

$123BAssets$42.1B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PAPI, VTI, SCHD, JEPQ

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SCHD0.06%$6

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: PAPI, VTI, SCHD, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PAPI7.31%$731

SCHD2.98%$298

VTI1.10%$110

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

VTI$110 − $3 = $107

KeptFee

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

Overlap: PAPI, VTI, SCHD, JEPQ

Today

47.5%most shared, VTI and JEPQ

PAPIVTISCHDJEPQ

PAPI—15.9%17.4%6.3%

VTI15.9%—7.1%47.5%

SCHD17.4%7.1%—3.8%

JEPQ6.3%47.5%3.8%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

VTIWorst drop−8.9%13.7% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026