VIG vs PAPI

AVIG

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income7.25%PAPI · $725 on $10k

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

Held in common16.8%VIG and PAPI

VIG

PAPI

Vanguard Dividend Appreciation ETF · $109BParametric Equity Premium Income ETF · $551M

+18.8%3 years · per year$16,775 · $14,425+13.0%

+10.7%5 years · per year$16,638 · […][…]

0.04%Expense ratio$4 · $29 on $10k · lower wins0.29%

1.46%12-mo yield$146 · $725 on $10k7.25%

−7.9%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins10.5%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · PAPI

0.7%MCD0.6%

1.3%HD0.6%

0.8%GILD0.5%

0.8%PEP0.5%

Held in common16.8%

End-of-day Nov 9, 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%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

End-of-day Nov 9, 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%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs PAPI

VIG

Vanguard Dividend Appreciation

$16,638

PAPI

Parametric Equity Premium Income

[…]

MeasureVIGPAPI

Fee0.04%0.29%

Cost on $10k a year$4$29

Yield1.46%7.25%

5 years, per year+10.7%[…]

3 years, per year+18.8%+13.0%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.0%10.5%

3–2measures won
PAPI first

16.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DGRO, PAPI, VIG, SCHD

Today

68.2%most shared, DGRO and VIG

DGROPAPIVIGSCHD

DGRO—21.7%68.2%21.3%

PAPI21.7%—16.8%17.4%

VIG68.2%16.8%—14.5%

SCHD21.3%17.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee