JEPQ vs PAPI

AJEPQ

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common6.3%JEPQ and PAPI

JEPQ

PAPI

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BParametric Equity Premium Income ETF · $561M

+20.3%3 years · per year$17,406 · $14,556+13.3%

[…]5 years · per year[…]

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

12.17%12-mo yield$1,217 · $731 on $10k7.31%

−8.8%Worst dropSmaller wins−6.9%

15.5%VolatilityLower wins10.4%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · PAPI

0.9%TXN0.6%

6.0%MSFT0.5%

0.7%PEP0.5%

1.3%COST0.5%

Held in common6.3%

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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%	$44.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

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

Yield12.17%7.31%

5 years, per year[…][…]

3 years, per year+20.3%+13.3%

Worst drop · 1Y−8.8%−6.9%

Volatility · 1Y15.5%10.4%

3–2measures won
PAPI first

6.3%

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%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ 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%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: JEPQ, PAPI, CGDV, DGRO

Today

29.0%most shared, JEPQ and CGDV

JEPQPAPICGDVDGRO

JEPQ—6.3%29.0%19.5%

PAPI6.3%—9.2%21.6%

CGDV29.0%9.2%—28.5%

DGRO19.5%21.6%28.5%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PAPI$731 − $29 = $702

DGRO$186 − $8 = $178

CGDV$127 − $33 = $94

KeptFee

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