PAPI vs JEPI

APAPI

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · VIG $17,005

Lowest cost0.03%VOO · $3 on $10k

Most income7.83%JEPI · $783 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

+14.1%3 years · per year$14,871 · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

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

7.19%12-mo yield$719 · $783 on $10k7.83%

−6.9%Worst dropSmaller wins−6.7%

10.2%VolatilityLower wins8.1%

2–3JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · JEPI

0.5%MCD0.6%

0.5%SYK0.6%

0.5%PEP1.0%

0.5%ABBV1.7%

Held in common13.5%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BJEPI	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	APAPI	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BJEPI	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	APAPI	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

PAPI vs JEPI

PAPI

Parametric Equity Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasurePAPIJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield7.19%7.83%

5 years, per year[…]+7.9%

3 years, per year+14.1%+12.6%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y10.2%8.1%

3–2measures won
JEPI first

13.5%

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: PAPI, JEPI, VOO, VIG

Today

40.3%most shared, VOO and VIG

PAPIJEPIVOOVIG

PAPI—13.5%16.3%16.8%

JEPI13.5%—38.1%30.7%

VOO16.3%38.1%—40.3%

VIG16.8%30.7%40.3%—

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

VIG$144 − $4 = $140

VOO$105 − $3 = $102

KeptFee

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