PAPI vs CGDV

APAPI

BCGDV

Measures won6–0PAPI wins · of 6 · YTD

$10,000 · YTD$11,931PAPI · CGDV $11,459

Lowest cost0.29%PAPI · $29 on $10k

Most income7.19%PAPI · $719 on $10k

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

Held in common8.6%PAPI and CGDV

YTD

PAPI

CGDV

Parametric Equity Premium Income ETF · $551MCapital Group Dividend Value ETF · $39.0B

+19.3%Year to dateJan 1 → Nov 4+14.6%

+23.4%1 yearTotal return+17.5%

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

7.19%12-mo yield$719 · $122 on $10k1.22%

−6.9%Worst dropSmaller wins−9.7%

10.2%VolatilityLower wins12.6%

6–0PAPI wins

$10,000 · since Jan 1One scale

Shared top holdingsPAPI · CGDV

0.5%MCD0.9%

0.5%CMCSA3.0%

0.5%APD0.8%

0.5%0Y6X.L1.4%

Held in common8.6%

End-of-day Nov 4, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend							5Y/yr
1	APAPI	Parametric Equity Premium Income ETFRead Desk		0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend							5Y/yr
1	APAPI	Parametric Equity Premium Income ETFRead Desk		0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 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

$12,340

CGDV

Capital Group Dividend Value

$11,749

MeasurePAPICGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield7.19%1.22%

5 years, per year[…][…]

3 years, per year+14.1%+26.1%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.2%12.6%

4–1measures won
PAPI first

8.6%

holdings shared

Nov 4, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PAPI, CGDV

Today

8.6%most shared, PAPI and CGDV

PAPICGDV

PAPI—8.6%

CGDV8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee