Compare · 4 funds side by side · dividends reinvested

VYM, PAPI, JEPI and CGDV

VYMVanguard×PAPIEaton Vance×JEPIJ.P. Morgan×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

VYM, PAPI, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B2.0

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$552M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B3.1

Rank among the four1st → 4thFee, 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: VYM 2006 · PAPI 2023 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $552M[…]

PAPI

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

PAPIMeasureJEPI

+17.3%Year to dateJan 1 → Nov 6+5.3%

+21.3%1 yearTotal return+8.2%

+13.3%3 years · per year$10,000 became $14,556 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

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

7.31%Trailing 12-mo yield$731 · $809 a year on $10k8.09%

−6.9%Worst dropSmaller is better−6.7%

10.4%VolatilityLower is calmer8.8%

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

4–3PAPI wins

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

More Ways to See the Pairs

PAPI vs JEPI: Top 5 Holdings

Today

PAPI

3.1%in top 5

JEPI

in top 59.9%

PAPIStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%THOnot top 5

Held in common13.5%

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

PAPI vs JEPI Returns, Every Period

Eaton VancePAPI

+21.3%

past year

JEPIJ.P. Morgan

+8.2%

past year

PAPIJEPIFaded: behind in that period

3–0PAPI wins

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

PAPI vs JEPI

YTD

Eaton VancePAPI

+17.3%

JEPIJ.P. Morgan

+5.3%

+17.3%Year to date+5.3%

−6.9%Worst drop · 1Y−6.7%

10.4%Volatility · 1Y8.8%

7.3%Yield8.1%

$552MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VYM, PAPI, JEPI, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

PAPI0.29%$29

CGDV0.33%$33

JEPI0.35%$35

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

Yields: VYM, PAPI, JEPI, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PAPI7.31%$731

VYM2.31%$231

CGDV1.27%$127

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

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

Overlap: VYM, PAPI, JEPI, CGDV

Today

27.1%most shared, JEPI and CGDV

VYMPAPIJEPICGDV

VYM—25.2%25.3%22.8%

PAPI25.2%—13.5%9.1%

JEPI25.3%13.5%—27.1%

CGDV22.8%9.1%27.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.3%PAPI, at 10.4% volatility

JEPIWorst drop−6.7%8.8% vol

PAPIWorst drop−6.9%10.4% vol

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

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

Paid More vs Made More

YTD

JEPIPAPI

+5.3%Year to date+17.3%

8.1%Yield7.3%

+8.2%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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