PAPI vs CGDV

APAPI

BCGDV

Measures won4–1PAPI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.29%PAPI · $29 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common9.1%PAPI and CGDV

Parametric Equity Premium Income ETF · $569MCapital Group Dividend Value ETF · $38.7B

+13.0%3 years · per year$14,446 · $19,001+23.9%

[…]5 years · per year[…]

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

7.23%12-mo yield$723 · $123 on $10k1.23%

Cards for this view

PAPI

Parametric Equity Premium Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePAPICGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield7.23%1.23%

5 years, per year[…][…]

3 years, per year+13.0%+23.9%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.6%

#									5Y/yr
1	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.23%	−0.5%	+18.5%	+20.7%	+13.0%	new	−6.9%	$569M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#									5Y/yr
1	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.23%	−0.5%	+18.5%	+20.7%	+13.0%	new	−6.9%	$569M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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