JEPQ vs PAPI

AJEPQ

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common6.3%JEPQ and PAPI

JEPQ

PAPI

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BParametric Equity Premium Income ETF · $551M

+18.2%3 years · per year$16,495 · $14,425+13.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

12.39%12-mo yield$1,239 · $725 on $10k7.25%

−11.5%Worst dropSmaller wins−6.9%

16.9%VolatilityLower wins10.5%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · PAPI

0.8%PEP0.5%

1.4%COST0.5%

6.0%MSFT0.5%

0.5%ABBV0.5%

Held in common6.3%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	GPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.43%	+2.2%	+11.7%	+14.4%	+19.9%	new	−7.7%	$6.3B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	GPIX	Goldman Sachs S&P 500 Premium Income ETFRead Desk	0.35%	8.43%	+2.2%	+11.7%	+14.4%	+19.9%	new	−7.7%	$6.3B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

JEPQ vs PAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

PAPI

Parametric Equity Premium Income

[…]

MeasureJEPQPAPI

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield12.39%7.25%

5 years, per year[…][…]

3 years, per year+18.2%+13.0%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y16.9%10.5%

3–2measures won
PAPI first

6.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: GPIX, PAPI, VIG, JEPQ

Today

46.9%most shared, GPIX and JEPQ

GPIXPAPIVIGJEPQ

GPIX—18.8%40.6%46.9%

PAPI18.8%—16.8%6.3%

VIG40.6%16.8%—26.2%

JEPQ46.9%6.3%26.2%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

GPIX$843 − $35 = $808

PAPI$725 − $29 = $696

VIG$146 − $4 = $142

KeptFee

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