IVV vs PAPI

AIVV

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income7.31%PAPI · $731 on $10k

Smallest drop−6.7%VYM · 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

+22.1%3 years · per year$18,221 · $14,556+13.3%

+11.4%5 years · per year$17,151 · […][…]

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

1.14%12-mo yield$114 · $731 on $10k7.31%

−8.9%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins10.4%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · PAPI

6.2%MSFT0.5%

0.5%HD0.6%

0.8%ABBV0.5%

0.7%COST0.5%

Held in common17.3%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M

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

IVV vs PAPI

IVV

iShares Core S&P 500

$17,151

PAPI

Parametric Equity Premium Income

[…]

MeasureIVVPAPI

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.14%7.31%

5 years, per year+11.4%[…]

3 years, per year+22.1%+13.3%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.6%10.4%

3–2measures won
PAPI first

17.3%

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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: IVV, PAPI, VOO, VYM

Today

93.5%most shared, IVV and VOO

IVVPAPIVOOVYM

IVV—17.3%93.5%35.1%

PAPI17.3%—16.3%25.3%

VOO93.5%16.3%—33.2%

VYM35.1%25.3%33.2%—

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

VYM$230 − $4 = $226

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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