Compare · 4 funds side by side · dividends reinvested

PAPI, VYM, CGDV and DGRO

PAPIEaton Vance×VYMVanguard×CGDVCapital Group×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,742VYM · best of the four

02 / 04

PAPI, VYM, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M2.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B3.6

Rank among the four1st → 4thFee, 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 · VYM 2006 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 25.4% in common

PAPIMeasureVYM

+19.3%Year to dateJan 1 → Nov 4+17.2%

+23.4%1 yearTotal return+21.2%

+14.1%3 years · per year$10,000 became $14,871 · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

7.19%Trailing 12-mo yield$719 · $222 a year on $10k2.22%

−6.9%Worst dropSmaller is better−6.7%

10.2%VolatilityLower is calmer10.1%

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

3–4VYM 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 VYM: Top 5 Holdings

Today

PAPI

3.0%in top 5

VYM

in top 518.2%

PAPIStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

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 common25.4%

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

PAPI vs VYM Returns, Every Period

Eaton VancePAPI

+23.4%

past year

VYMVanguard

+21.2%

past year

PAPIVYMFaded: behind in that period

2–1PAPI wins

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

PAPI vs VYM

YTD

Eaton VancePAPI

+19.3%

VYMVanguard

+17.2%

+19.3%Year to date+17.2%

−6.9%Worst drop · 1Y−6.7%

10.2%Volatility · 1Y10.1%

7.2%Yield2.2%

$551MAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: PAPI, VYM, CGDV, DGRO

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DGRO0.08%$8

PAPI0.29%$29

CGDV0.33%$33

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

Yields: PAPI, VYM, CGDV, DGRO

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

VYM2.22%$222

DGRO1.81%$181

CGDV1.22%$122

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

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

VYM$222 − $4 = $218

DGRO$181 − $8 = $173

CGDV$122 − $33 = $89

KeptFee

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

Overlap: PAPI, VYM, CGDV, DGRO

Today

62.1%most shared, VYM and DGRO

PAPIVYMCGDVDGRO

PAPI—25.4%8.6%21.6%

VYM25.4%—23.1%62.1%

CGDV8.6%23.1%—28.4%

DGRO21.6%62.1%28.4%—

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

Return vs Bumpiness: 4 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

VYMWorst drop−6.7%10.1% vol

PAPIWorst drop−6.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

PAPIDGRO

+19.3%Year to date+20.6%

7.2%Yield1.8%

+23.4%Past year+24.5%

0.29%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026