Compare · 3 funds side by side · dividends reinvested

SPY, PAPI and JEPQ

SPYSPDR×PAPIEaton Vance×JEPQJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

SPY, PAPI and JEPQ, 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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.6

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: SPY 1993 · PAPI 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

JEPQMeasurePAPI

+3.2%Year to dateJan 1 → Nov 6+17.3%

+4.5%1 yearTotal return+21.3%

+17.4%3 years · per year$10,000 became $16,202 · $14,556+13.3%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $29 a year on $10k · lower is better0.29%

12.79%Trailing 12-mo yield$1,279 · $731 a year on $10k7.31%

−11.5%Worst dropSmaller is better−6.9%

16.7%VolatilityLower is calmer10.4%

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

2–5PAPI wins

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

More Ways to See the Pairs

JEPQ vs PAPI: Top 5 Holdings

Today

JEPQ

28.9%in top 5

PAPI

in top 53.1%

JEPQStockPAPI

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common6.3%

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

JEPQ vs PAPI Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

PAPIEaton Vance

+21.3%

past year

JEPQPAPIFaded: behind in that period

1–2PAPI wins

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

JEPQ vs PAPI

YTD

J.P. MorganJEPQ

+3.2%

PAPIEaton Vance

+17.3%

+3.2%Year to date+17.3%

−11.5%Worst drop · 1Y−6.9%

16.7%Volatility · 1Y10.4%

12.8%Yield7.3%

$42.6BAssets$561M

3–1PAPI wins

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

Cost, Income and Risk

Fees: SPY, PAPI, JEPQ

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: SPY, PAPI, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PAPI7.31%$731

SPY1.03%$103

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

PAPI$731 − $29 = $702

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, PAPI, JEPQ

Today

49.5%most shared, SPY and JEPQ

SPYPAPIJEPQ

SPY—17.5%49.5%

PAPI17.5%—6.3%

JEPQ49.5%6.3%—

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

SPYWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+3.2%Year to date+17.3%

12.8%Yield7.3%

+4.5%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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