Compare · 4 funds side by side · dividends reinvested

PAPI, VYM, SPYM and JEPI

PAPIEaton Vance×VYMVanguard×SPYMSPDR×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,555SPYM · best of the four

02 / 04

PAPI, VYM, SPYM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.27%+17.9%+21.4%+12.9%[…]−6.9%10.5%$551M2.1

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · VYM 2006 · SPYM 2005 · JEPI 2020

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$17,254

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

PAPIMeasureVYM

+17.9%Year to dateJan 1 → Nov 9+15.4%

+21.4%1 yearTotal return+19.5%

+12.9%3 years · per year$10,000 became $14,390 · $17,150+19.7%

[…]5 years · per year$10,000 became […] · $17,254+11.5%

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

7.27%Trailing 12-mo yield$727 · $226 a year on $10k2.26%

−6.9%Worst dropSmaller is better−6.7%

10.5%VolatilityLower is calmer10.8%

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

4–3PAPI wins

End-of-day Nov 9, 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

3.1%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%HASnot top 5

0.6%THOnot top 5

Held in common25.2%

End-of-day Nov 9, 2026 · share of each fund

PAPI vs VYM Returns, Every Period

Eaton VancePAPI

+21.4%

past year

VYMVanguard

+19.5%

past year

PAPIVYMFaded: behind in that period

2–1PAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PAPI vs JEPI

YTD

Eaton VancePAPI

+17.9%

JEPIJ.P. Morgan

+7.5%

+17.9%Year to date+7.5%

−6.9%Worst drop · 1Y−6.7%

10.5%Volatility · 1Y9.0%

7.3%Yield7.9%

$551MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, VYM, SPYM, JEPI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VYM0.04%$4

PAPI0.29%$29

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAPI, VYM, SPYM, JEPI

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PAPI7.27%$727

VYM2.26%$226

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$727 − $29 = $698

VYM$226 − $4 = $222

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAPI, VYM, SPYM, JEPI

Today

39.1%most shared, SPYM and JEPI

PAPIVYMSPYMJEPI

PAPI—25.2%17.5%13.5%

VYM25.2%—35.5%25.3%

SPYM17.5%35.5%—39.1%

JEPI13.5%25.3%39.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.4%PAPI, at 10.5% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.5% vol

VYMWorst drop−6.7%10.8% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAPI

+7.5%Year to date+17.9%

7.9%Yield7.3%

+10.9%Past year+21.4%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026