PAPI vs SCHD

APAPI

BSCHD

Measures won2–3SCHD wins · of 6 · YTD

$10,000 · YTD$13,526SCHD · PAPI $11,931

Lowest cost0.06%SCHD · $6 on $10k

Most income7.19%PAPI · $719 on $10k

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

Held in common17.4%PAPI and SCHD

YTD

PAPI

SCHD

Parametric Equity Premium Income ETF · $551MSchwab U.S. Dividend Equity ETF · $123B

+19.3%Year to dateJan 1 → Nov 4+35.3%

+23.4%1 yearTotal return+41.6%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

7.19%12-mo yield$719 · $291 on $10k2.91%

−6.9%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.5%

2–3SCHD wins

$10,000 · since Jan 1One scale

Shared top holdingsPAPI · SCHD

0.6%TXN4.8%

0.5%UPS1.9%

0.5%CMCSA2.0%

0.5%HD4.1%

Held in common17.4%

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
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	APAPI	Parametric Equity Premium Income ETFRead Desk		0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M

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
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	APAPI	Parametric Equity Premium Income ETFRead Desk		0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M

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 SCHD

PAPI

Parametric Equity Premium Income

$12,340

SCHD

Schwab U.S. Dividend Equity

$14,161

MeasurePAPISCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield7.19%2.91%

5 years, per year[…]+11.0%

3 years, per year+14.1%+21.4%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y10.2%11.5%

2–2measures won
level

17.4%

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, SCHD

Today

17.4%most shared, PAPI and SCHD

PAPISCHD

PAPI—17.4%

SCHD17.4%—

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

SCHD$291 − $6 = $285

KeptFee

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