PAPI vs CGDV

APAPI

BCGDV

Measures won4–1PAPI wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income7.31%PAPI · $731 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common9.2%PAPI and CGDV

PAPI

CGDV

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

+13.3%3 years · per year$14,556 · $19,064+24.0%

[…]5 years · per year[…]

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

7.31%12-mo yield$731 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

10.4%VolatilityLower wins13.4%

4–1PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · CGDV

0.6%MCD1.0%

0.6%CMCSA3.1%

0.5%0Y6X.L1.4%

0.5%ABT1.0%

Held in common9.2%

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePAPICGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield7.31%1.27%

5 years, per year[…][…]

3 years, per year+13.3%+24.0%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.4%13.4%

4–1measures won
PAPI first

9.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DGRO, PAPI, CGDV, SCHD

Today

28.5%most shared, DGRO and CGDV

DGROPAPICGDVSCHD

DGRO—21.6%28.5%21.1%

PAPI21.6%—9.2%17.4%

CGDV28.5%9.2%—5.8%

SCHD21.1%17.4%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee