Compare · 3 funds side by side · dividends reinvested

PAPI, VTI and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

PAPI, VTI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PAPI 2023 · VTI 2001 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

PAPIMeasureSPYM

+19.3%Year to dateJan 1 → Nov 4+13.4%

+23.4%1 yearTotal return+13.5%

+14.1%3 years · per year$10,000 became $14,871 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

7.19%Trailing 12-mo yield$719 · $101 a year on $10k1.01%

−6.9%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.8%

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

5–2PAPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs SPYM: Top 5 Holdings

Today

PAPI

3.0%in top 5

SPYM

in top 527.3%

PAPIStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%EXPOnot top 5

0.6%HASnot top 5

Held in common17.3%

End-of-day Nov 4, 2026 · share of each fund

PAPI vs SPYM Returns, Every Period

Eaton VancePAPI

+23.4%

past year

SPYMSPDR

+13.5%

past year

PAPISPYMFaded: behind in that period

2–1PAPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: PAPI vs VTI

YTD

Eaton VancePAPI

+19.3%

VTIVanguard

+13.4%

+19.3%Year to date+13.4%

−6.9%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y13.1%

7.2%Yield1.0%

$551MAssets$689B

4–0PAPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, VTI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

PAPI0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PAPI, VTI, SPYM

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

VTI1.05%$105

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

VTI$105 − $3 = $102

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PAPI, VTI, SPYM

Today

87.0%most shared, VTI and SPYM

PAPIVTISPYM

PAPI—15.9%17.3%

VTI15.9%—87.0%

SPYM17.3%87.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.4%PAPI, at 10.2% volatility

PAPIWorst drop−6.9%10.2% vol

SPYMWorst drop−8.9%12.8% vol

VTIWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISPYM

+19.3%Year to date+13.4%

7.2%Yield1.0%

+23.4%Past year+13.5%

0.29%Fee0.02%

3–1PAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026