IVV vs PAPI

AIVV

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SCHD $16,881

Lowest cost0.03%IVV · $3 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common17.3%IVV and PAPI

IVV

PAPI

iShares Core S&P 500 ETF · $887BParametric Equity Premium Income ETF · $551M

+24.2%3 years · per year$19,178 · $14,871+14.1%

+12.6%5 years · per year$18,118 · […][…]

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.09%12-mo yield$109 · $719 on $10k7.19%

−8.9%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins10.2%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · PAPI

0.8%ABBV0.5%

0.7%CVX0.5%

0.7%COST0.5%

1.1%XOM0.5%

Held in common17.3%

End-of-day Nov 4, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs PAPI

IVV

iShares Core S&P 500

$18,118

PAPI

Parametric Equity Premium Income

[…]

MeasureIVVPAPI

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.09%7.19%

5 years, per year+12.6%[…]

3 years, per year+24.2%+14.1%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y12.9%10.2%

3–2measures won
PAPI first

17.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IVV, PAPI, SCHD, JEPI

Today

39.3%most shared, IVV and JEPI

IVVPAPISCHDJEPI

IVV—17.3%8.4%39.3%

PAPI17.3%—17.4%13.5%

SCHD8.4%17.4%—8.2%

JEPI39.3%13.5%8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PAPI$719 − $29 = $690

SCHD$291 − $6 = $285

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee