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$17,358SPY · 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%7.20%+19.1%+21.8%+13.0%[…]−6.9%10.6%$551M1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.07%+11.2%+13.2%+21.2%+10.6%−8.9%13.9%$689B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−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 10, 2026 · returns include dividends · since: VTI 2001 · PAPI 2023 · JEPQ 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,585

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

PAPIMeasureVTI

+19.1%Year to dateJan 1 → Nov 10+11.2%

+21.8%1 yearTotal return+13.2%

+13.0%3 years · per year$10,000 became $14,424 · $17,823+21.2%

[…]5 years · per year$10,000 became […] · $16,585+10.6%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

7.20%Trailing 12-mo yield$720 · $107 a year on $10k1.07%

−6.9%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.9%

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

5–2PAPI wins

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

More Ways to See the Pairs

PAPI vs VTI: Top 5 Holdings

Today

PAPI

3.1%in top 5

VTI

in top 525.0%

PAPIStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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 common15.8%

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

PAPI vs VTI Returns, Every Period

Eaton VancePAPI

+21.8%

past year

VTIVanguard

+13.2%

past year

PAPIVTIFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPQ

YTD

Eaton VancePAPI

+19.1%

JEPQJ.P. Morgan

+6.0%

+19.1%Year to date+6.0%

−6.9%Worst drop · 1Y−11.5%

10.6%Volatility · 1Y16.9%

7.2%Yield12.4%

$551MAssets$40.7B

3–1PAPI wins

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

Yields: VTI, PAPI, JEPQ, SPY

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

PAPI7.20%$720

VTI1.07%$107

SPY1.01%$101

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

Income After Fees on $10,000

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

PAPI$720 − $29 = $691

VTI$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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

Overlap: VTI, PAPI, JEPQ, SPY

Today

86.1%most shared, VTI and SPY

VTIPAPIJEPQSPY

VTI—15.8%47.0%86.1%

PAPI15.8%—6.3%17.3%

JEPQ47.0%6.3%—49.4%

SPY86.1%17.3%49.4%—

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

Return vs Bumpiness: 4 ETFs

+21.8%PAPI, at 10.6% volatility

PAPIWorst drop−6.9%10.6% vol

SPYWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+6.0%Year to date+19.1%

12.4%Yield7.2%

+8.8%Past year+21.8%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 10, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 10, 2026