Compare · 4 funds side by side · dividends reinvested

PAPI, VTI, VIG and SCHD

PAPIEaton Vance×VTIVanguard×VIGVanguard×SCHDSchwab×

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, VIG and SCHD, 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%$123B1.9

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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.8

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%$689B3.0

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 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

SCHD

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

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

PAPIMeasureSCHD

+17.3%Year to dateJan 1 → Nov 5+32.3%

+21.3%1 yearTotal return+38.7%

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

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

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

7.31%Trailing 12-mo yield$731 · $298 a year on $10k2.98%

−6.9%Worst dropSmaller is better−6.9%

10.4%VolatilityLower is calmer11.7%

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

2–4SCHD 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 SCHD: Top 5 Holdings

Today

PAPI

3.1%in top 5

SCHD

in top 521.7%

PAPIStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

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 common17.4%

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

PAPI vs SCHD Returns, Every Period

Eaton VancePAPI

+21.3%

past year

SCHDSchwab

+38.7%

past year

PAPISCHDFaded: behind in that period

0–3SCHD wins

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

PAPI vs SCHD

YTD

Eaton VancePAPI

+17.3%

SCHDSchwab

+32.3%

+17.3%Year to date+32.3%

−6.9%Worst drop · 1Y−6.9%

10.4%Volatility · 1Y11.7%

7.3%Yield3.0%

$551MAssets$123B

2–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, VTI, VIG, SCHD

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

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

Yields: PAPI, VTI, VIG, SCHD

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD2.98%$298

VIG1.49%$149

VTI1.10%$110

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

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

VTI$110 − $3 = $107

KeptFee

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

Overlap: PAPI, VTI, VIG, SCHD

Today

38.4%most shared, VTI and VIG

PAPIVTIVIGSCHD

PAPI—15.9%16.9%17.4%

VTI15.9%—38.4%7.1%

VIG16.9%38.4%—14.5%

SCHD17.4%7.1%14.5%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

PAPISCHD

+17.3%Year to date+32.3%

7.3%Yield3.0%

+21.3%Past year+38.7%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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