CGDV vs PAPI

ACGDV

BPAPI

Measures won1–4PAPI wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income7.25%PAPI · $725 on $10k

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

Held in common9.1%CGDV and PAPI

CGDV

PAPI

Capital Group Dividend Value ETF · $37.8BParametric Equity Premium Income ETF · $551M

+23.7%3 years · per year$18,934 · $14,425+13.0%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $29 on $10k · lower wins0.29%

1.24%12-mo yield$124 · $725 on $10k7.25%

−9.7%Worst dropSmaller wins−6.9%

13.5%VolatilityLower wins10.5%

1–4PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCGDV · PAPI

1.0%MCD0.6%

3.1%CMCSA0.6%

1.4%0Y6X.L0.5%

1.4%SWR.L0.5%

Held in common9.1%

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	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
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	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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	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
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	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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

CGDV vs PAPI

CGDV

Capital Group Dividend Value

[…]

PAPI

Parametric Equity Premium Income

[…]

MeasureCGDVPAPI

Fee0.33%0.29%

Cost on $10k a year$33$29

Yield1.24%7.25%

5 years, per year[…][…]

3 years, per year+23.7%+13.0%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y13.5%10.5%

4–1measures won
PAPI first

9.1%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

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: PAPI, CGDV, SCHD, VIG

Today

29.4%most shared, CGDV and VIG

PAPICGDVSCHDVIG

PAPI—9.1%17.4%16.8%

CGDV9.1%—5.8%29.4%

SCHD17.4%5.8%—14.5%

VIG16.8%29.4%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

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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