Compare · 4 funds side by side · dividends reinvested

QQQ, PAPI, SCHD and JEPI

QQQInvesco×PAPIEaton Vance×SCHDSchwab×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,509QQQ · best of the four

02 / 04

QQQ, PAPI, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.9

Rank among the four1st → 4thFee, 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: QQQ 1999 · PAPI 2023 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $561M[…]

PAPI

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

PAPIMeasureJEPI

+17.3%Year to dateJan 1 → Nov 6+5.3%

+21.3%1 yearTotal return+8.2%

+13.3%3 years · per year$10,000 became $14,556 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

7.31%Trailing 12-mo yield$731 · $809 a year on $10k8.09%

−6.9%Worst dropSmaller is better−6.7%

10.4%VolatilityLower is calmer8.8%

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

4–3PAPI wins

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

More Ways to See the Pairs

PAPI vs JEPI: Top 5 Holdings

Today

PAPI

3.1%in top 5

JEPI

in top 59.9%

PAPIStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

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 common13.5%

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

PAPI vs JEPI Returns, Every Period

Eaton VancePAPI

+21.3%

past year

JEPIJ.P. Morgan

+8.2%

past year

PAPIJEPIFaded: behind in that period

3–0PAPI wins

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

PAPI vs JEPI

YTD

Eaton VancePAPI

+17.3%

JEPIJ.P. Morgan

+5.3%

+17.3%Year to date+5.3%

−6.9%Worst drop · 1Y−6.7%

10.4%Volatility · 1Y8.8%

7.3%Yield8.1%

$561MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: QQQ, PAPI, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QQQ0.18%$18

PAPI0.29%$29

JEPI0.35%$35

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

Yields: QQQ, PAPI, SCHD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PAPI7.31%$731

SCHD3.00%$300

QQQ0.47%$47

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

QQQ$47 − $18 = $29

KeptFee

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

Overlap: QQQ, PAPI, SCHD, JEPI

Today

26.4%most shared, QQQ and JEPI

QQQPAPISCHDJEPI

QQQ—7.2%5.6%26.4%

PAPI7.2%—17.5%13.5%

SCHD5.6%17.5%—8.2%

JEPI26.4%13.5%8.2%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026