IVV vs PAPI

AIVV

BPAPI

Measures won2–3PAPI wins · of 6 · 3Y

$10,000 · 3Y$18,159IVV · SCHD $17,123

Lowest cost0.03%IVV · $3 on $10k

Most income7.25%PAPI · $725 on $10k

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

Held in common17.4%IVV and PAPI

IVV

PAPI

iShares Core S&P 500 ETF · $875BParametric Equity Premium Income ETF · $551M

+22.0%3 years · per year$18,159 · $14,425+13.0%

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.11%12-mo yield$111 · $725 on $10k7.25%

−8.9%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins10.5%

2–3PAPI wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsIVV · PAPI

0.5%HD0.6%

0.7%COST0.5%

0.8%ABBV0.5%

1.0%JNJ0.5%

Held in common17.4%

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs PAPI

IVV

iShares Core S&P 500

$18,159

PAPI

Parametric Equity Premium Income

$14,425

MeasureIVVPAPI

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.11%7.25%

5 years, per year+11.9%[…]

3 years, per year+22.0%+13.0%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.8%10.5%

3–2measures won
PAPI first

17.4%

holdings shared

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: PAPI, IVV, SCHD

Today

17.4%most shared, PAPI and SCHD

PAPIIVVSCHD

PAPI—17.4%17.4%

IVV17.4%—8.6%

SCHD17.4%8.6%—

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

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

KeptFee

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