Compare · 4 funds side by side · dividends reinvested

SCHD, PAPI, JEPI and VIG

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

SCHD, PAPI, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.20%+19.1%+21.8%+13.0%[…]−6.9%10.6%$562M2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: SCHD 2011 · PAPI 2023 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Equity Premium Income ETF · $562M[…]

PAPI

More Ways to See the Pairs

PAPI vs JEPI: Top 5 Holdings

Today

PAPI

3.1%in top 5

JEPI

in top 59.8%

PAPIStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: SCHD, PAPI, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

JEPI0.35%$35

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

PAPIMeasureJEPI

+19.1%Year to dateJan 1 → Nov 10+7.6%

+21.8%1 yearTotal return+10.6%

+13.0%3 years · per year$10,000 became $14,424 · $13,634+10.9%

[…]5 years · per year$10,000 became […] · $14,429+7.6%

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

7.20%Trailing 12-mo yield$720 · $792 a year on $10k7.92%

−6.9%Worst dropSmaller is better−6.7%

10.6%VolatilityLower is calmer9.0%

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

4–3PAPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common13.6%

End-of-day Nov 10, 2026 · share of each fund

PAPI vs JEPI Returns, Every Period

1Y

Eaton VancePAPI

+21.8%

past year

JEPIJ.P. Morgan

+10.6%

past year

PAPIJEPIFaded: behind in that period

3–0PAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PAPI vs JEPI

YTD

Eaton VancePAPI

+19.1%

JEPIJ.P. Morgan

+7.6%

+19.1%Year to date+7.6%

−6.9%Worst drop · 1Y−6.7%

10.6%Volatility · 1Y9.0%

7.2%Yield7.9%

$562MAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SCHD, PAPI, JEPI, VIG

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PAPI7.20%$720

SCHD2.94%$294

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$720 − $29 = $691

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SCHD, PAPI, JEPI, VIG

Today

31.4%most shared, JEPI and VIG

SCHDPAPIJEPIVIG

SCHD—17.4%8.3%14.5%

PAPI17.4%—13.6%16.9%

JEPI8.3%13.6%—31.4%

VIG14.5%16.9%31.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.6% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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SCHD, PAPI, JEPI and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four