PAPI vs CGDV

APAPI

BCGDV

Measures won6–0PAPI wins · of 6 · 1Y

$10,000 · 1Y$13,701SCHD · PAPI $12,134

Lowest cost0.06%SCHD · $6 on $10k

Most income7.31%PAPI · $731 on $10k

Smallest drop−6.9%PAPI · worst fall in 1Y

Held in common9.1%PAPI and CGDV

PAPI

CGDV

Parametric Equity Premium Income ETF · $551MCapital Group Dividend Value ETF · $37.9B

+17.3%Year to dateJan 1 → Nov 6+9.6%

+21.3%1 yearTotal return+12.9%

0.29%Expense ratio$29 · $33 on $10k · lower wins0.33%

7.31%12-mo yield$731 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

10.4%VolatilityLower wins13.4%

6–0PAPI wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsPAPI · CGDV

0.6%MCD1.0%

0.6%CMCSA3.2%

0.6%0Y6X.L1.5%

0.5%ABT1.0%

Held in common9.1%

End-of-day Nov 6, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PAPI vs CGDV

PAPI

Parametric Equity Premium Income

$12,134

CGDV

Capital Group Dividend Value

$11,285

MeasurePAPICGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield7.31%1.27%

5 years, per year[…][…]

3 years, per year+13.3%+23.5%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.4%13.4%

4–1measures won
PAPI first

9.1%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PAPI, SCHD, CGDV

Today

17.5%most shared, PAPI and SCHD

PAPISCHDCGDV

PAPI—17.5%9.1%

SCHD17.5%—5.9%

CGDV9.1%5.9%—

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

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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