PAPI vs JEPI

APAPI

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · JEPI $14,108

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common13.5%PAPI and JEPI

PAPI

JEPI

Parametric Equity Premium Income ETF · $551MJPMorgan Equity Premium Income ETF · $46.1B

+13.3%3 years · per year$14,556 · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

7.31%12-mo yield$731 · $809 on $10k8.09%

−6.9%Worst dropSmaller wins−6.7%

10.4%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · JEPI

0.6%MCD0.6%

0.6%SYK0.7%

0.5%MSFT2.0%

0.5%PEP1.1%

Held in common13.5%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

PAPI vs JEPI

PAPI

Parametric Equity Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasurePAPIJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield7.31%8.09%

5 years, per year[…]+7.1%

3 years, per year+13.3%+11.0%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y10.4%8.8%

3–2measures won
JEPI first

13.5%

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: PAPI, JEPI, VIG, CGDV

Today

30.9%most shared, JEPI and VIG

PAPIJEPIVIGCGDV

PAPI—13.5%16.9%9.2%

JEPI13.5%—30.9%27.2%

VIG16.9%30.9%—29.5%

CGDV9.2%27.2%29.5%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

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