Compare · 4 funds side by side · dividends reinvested

RDVI, PAPI, SCHD and VIG

RDVIFirst Trust×PAPIEaton Vance×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

RDVI, PAPI, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.0

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.8

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.27%+14.9%+19.8%+20.5%[…]−8.5%14.2%$3.8B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: RDVI 2022 · PAPI 2023 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

RDVI

FT Vest Rising Dividend Achievers Target Income ETF · $3.8B[…]

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

PAPIMeasureRDVI

+18.2%Year to dateJan 1 → Nov 9+14.9%

+21.7%1 yearTotal return+19.8%

+13.0%3 years · per year$10,000 became $14,425 · $17,497+20.5%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $75 a year on $10k · lower is better0.75%

7.25%Trailing 12-mo yield$725 · $827 a year on $10k8.27%

−6.9%Worst dropSmaller is better−8.5%

10.5%VolatilityLower is calmer14.2%

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

5–2PAPI 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 RDVI: Top 5 Holdings

Today

PAPI

3.1%in top 5

RDVI

in top 512.2%

PAPIStockRDVI

not top 5ACN2.5%

not top 5TRV2.4%

not top 5ADP2.4%

not top 5VLTO2.4%

not top 5V2.4%

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common7.2%

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

PAPI vs RDVI Returns, Every Period

Eaton VancePAPI

+21.7%

past year

RDVIFirst Trust

+19.8%

past year

PAPIRDVIFaded: behind in that period

2–1PAPI wins

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

PAPI vs RDVI

YTD

Eaton VancePAPI

+18.2%

RDVIFirst Trust

+14.9%

+18.2%Year to date+14.9%

−6.9%Worst drop · 1Y−8.5%

10.5%Volatility · 1Y14.2%

7.3%Yield8.3%

$551MAssets$3.8B

3–1PAPI wins

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

Cost, Income and Risk

Fees: RDVI, PAPI, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

RDVI0.75%$75

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

Yields: RDVI, PAPI, SCHD, VIG

8.27%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.27%$827

PAPI7.25%$725

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$752most kept, RDVI

RDVI$827 − $75 = $752

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: RDVI, PAPI, SCHD, VIG

Today

22.7%most shared, RDVI and VIG

RDVIPAPISCHDVIG

RDVI—7.2%7.9%22.7%

PAPI7.2%—17.4%16.8%

SCHD7.9%17.4%—14.5%

VIG22.7%16.8%14.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

PAPIWorst drop−6.9%10.5% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

RDVIWorst drop−8.5%14.2% vol

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

Paid More vs Made More

YTD

RDVISCHD

+14.9%Year to date+33.2%

8.3%Yield3.0%

+19.8%Past year+39.1%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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