Compare · 3 funds side by side · dividends reinvested

PAPI, VYM and CGDV

PAPIEaton Vance×VYMVanguard×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

PAPI, VYM and CGDV, 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%$561M1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: PAPI 2023 · VYM 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

VYMMeasureCGDV

+12.8%Year to dateJan 1 → Nov 6+9.6%

+16.5%1 yearTotal return+12.9%

+19.6%3 years · per year$10,000 became $17,107 · $18,840+23.5%

+11.1%5 years · per year$10,000 became $16,941 · […][…]

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

2.31%Trailing 12-mo yield$231 · $127 a year on $10k1.27%

−6.7%Worst dropSmaller is better−9.7%

10.6%VolatilityLower is calmer13.4%

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

6–1VYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs CGDV: Top 5 Holdings

Today

VYM

18.2%in top 5

CGDV

in top 523.9%

VYMStockCGDV

not top 5MSFT7.0%

6.9%AVGO4.0%

not top 5NVDA5.7%

not top 5META3.9%

3.8%JPMnot top 5

not top 5RTX3.2%

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common22.8%

End-of-day Nov 6, 2026 · share of each fund

VYM vs CGDV Returns, Every Period

VanguardVYM

+16.5%

past year

CGDVCapital Group

+12.9%

past year

VYMCGDVFaded: behind in that period

2–1VYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VYM vs PAPI

YTD

VanguardVYM

+12.8%

PAPIEaton Vance

+17.3%

+12.8%Year to date+17.3%

−6.7%Worst drop · 1Y−6.9%

10.6%Volatility · 1Y10.4%

2.3%Yield7.3%

$78.9BAssets$561M

3–1PAPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, VYM, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

PAPI0.29%$29

CGDV0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PAPI, VYM, CGDV

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

VYM2.31%$231

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PAPI, VYM, CGDV

Today

25.2%most shared, PAPI and VYM

PAPIVYMCGDV

PAPI—25.2%9.1%

VYM25.2%—22.8%

CGDV9.1%22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%PAPI, at 10.4% volatility

PAPIWorst drop−6.9%10.4% vol

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PAPIVYM

+17.3%Year to date+12.8%

7.3%Yield2.3%

+21.3%Past year+16.5%

0.29%Fee0.04%

3–1PAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026