CGDV vs PAPI

ACGDV

BPAPI

Measures won1–4PAPI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

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%CGDV and PAPI

CGDV

PAPI

Capital Group Dividend Value ETF · $39.0BParametric Equity Premium Income ETF · $551M

+26.1%3 years · per year$20,044 · $14,871+14.1%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $29 on $10k · lower wins0.29%

1.22%12-mo yield$122 · $719 on $10k7.19%

−9.7%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins10.2%

1–4PAPI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCGDV · PAPI

0.9%MCD0.5%

3.0%CMCSA0.5%

0.8%APD0.5%

1.4%0Y6X.L0.5%

Held in common8.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B
2	BPAPI	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

5Y2 funds

#			Trend							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B
2	BPAPI	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

CGDV vs PAPI

CGDV

Capital Group Dividend Value

[…]

PAPI

Parametric Equity Premium Income

[…]

MeasureCGDVPAPI

Fee0.33%0.29%

Cost on $10k a year$33$29

Yield1.22%7.19%

5 years, per year[…][…]

3 years, per year+26.1%+14.1%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y12.6%10.2%

4–1measures won
PAPI first

8.6%

holdings shared

Nov 4, 2026 · $10,000 five years 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: CGDV, PAPI

Today

8.6%most shared, CGDV and PAPI

CGDVPAPI

CGDV—8.6%

PAPI8.6%—

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