Compare · 4 funds side by side · dividends reinvested

VTI, PAPI, JEPQ and SPY

VTIVanguard×PAPIEaton Vance×JEPQJ.P. Morgan×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

VTI, PAPI, JEPQ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.4

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: VTI 2001 · PAPI 2023 · JEPQ 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

VTI

PAPI

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

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

VTIMeasurePAPI

+11.6%Year to dateJan 1 → Nov 9+18.2%

+13.9%1 yearTotal return+21.7%

+21.8%3 years · per year$10,000 became $18,090 · $14,425+13.0%

+10.8%5 years · per year$10,000 became $16,697 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.06%Trailing 12-mo yield$106 · $725 a year on $10k7.25%

−8.9%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer10.5%

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

2–5PAPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VTI vs PAPI: Top 5 Holdings

Today

VTI

25.0%in top 5

PAPI

in top 53.1%

VTIStockPAPI

7.1%NVDAnot top 5

6.6%AAPLnot top 5

5.2%MSFTnot top 5

3.3%AMZNnot top 5

2.8%GOOGLnot top 5

not top 5BMI0.6%

not top 5APAM0.6%

not top 5PII0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common15.8%

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

VTI vs PAPI Returns, Every Period

VanguardVTI

+13.9%

past year

PAPIEaton Vance

+21.7%

past year

VTIPAPIFaded: behind in that period

1–2PAPI wins

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

Core vs Income: VTI vs JEPQ

YTD

VanguardVTI

+11.6%

JEPQJ.P. Morgan

+6.6%

+11.6%Year to date+6.6%

−8.9%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y16.9%

1.1%Yield12.4%

$689BAssets$40.7B

3–1VTI wins

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

Cost, Income and Risk

Fees: VTI, PAPI, JEPQ, SPY

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: VTI, PAPI, JEPQ, SPY

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

PAPI7.25%$725

VTI1.06%$106

SPY1.01%$101

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PAPI$725 − $29 = $696

VTI$106 − $3 = $103

SPY$101 − $9 = $92

KeptFee

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

Overlap: VTI, PAPI, JEPQ, SPY

Today

86.0%most shared, VTI and SPY

VTIPAPIJEPQSPY

VTI—15.8%47.4%86.0%

PAPI15.8%—6.3%17.4%

JEPQ47.4%6.3%—49.5%

SPY86.0%17.4%49.5%—

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

Return vs Bumpiness: 4 ETFs

+21.7%PAPI, at 10.5% volatility

PAPIWorst drop−6.9%10.5% vol

SPYWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+6.6%Year to date+18.2%

12.4%Yield7.3%

+9.2%Past year+21.7%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026