PAPI vs CGDV5YPAPIPAPIAvsBCGDVCGDVParametric Equity Premium Income ETF · $569MCapital Group Dividend Value ETF · $38.7BReturns · dividends in+13.0%3 years · per year$14,446 · $19,001+23.9%[…]5 years · per year[…]Cost and income0.29%Expense ratio$29 · $33 on $10k · lower wins0.33%7.23%12-mo yield$723 · $123 on $10k1.23%
$10,000 in CGDV, PAPI, JEPI5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGDV, PAPI, JEPIToday27.3%most shared, CGDV and JEPICGDVPAPIJEPICGDV—9.1%27.3%PAPI9.1%—13.6%JEPI27.3%13.6%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
PAPI vs CGDV5YAPAPIParametric Equity Premium Income[…]vsCGDVBCapital Group Dividend Value[…]MeasurePAPICGDVFee0.29%0.33%Cost on $10k a year$29$33Yield7.23%1.23%5 years, per year[…][…]3 years, per year+13.0%+23.9%Worst drop · 1Y−6.9%−9.7%Volatility · 1Y10.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8B2BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.7B3APAPIParametric Equity Premium Income ETFReadDesk0.29%7.23%−0.5%+18.5%+20.7%+13.0%new−6.9%$569MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8B2BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.7B3APAPIParametric Equity Premium Income ETFReadDesk0.29%7.23%−0.5%+18.5%+20.7%+13.0%new−6.9%$569MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: CGDV, PAPI, JEPIToday27.3%most shared, CGDV and JEPICGDVPAPIJEPICGDV—9.1%27.3%PAPI9.1%—13.6%JEPI27.3%13.6%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$749most kept, JEPIJEPI$784 − $35 = $749PAPI$723 − $29 = $694CGDV$123 − $33 = $90KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee