PAPI vs JEPI

APAPI

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · VIG $16,243

Lowest cost0.03%VTI · $3 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 · $552MJPMorgan Equity Premium Income ETF · $46.8B

+13.3%3 years · per year$14,556 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+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%PEP1.1%

0.5%COST1.8%

Held in common13.5%

End-of-day Nov 6, 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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
4	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$552M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
4	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$552M

End-of-day Nov 6, 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

$14,118

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%+10.7%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y10.4%8.8%

3–2measures won
JEPI first

13.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

Overlap: PAPI, JEPI, VTI, VIG

Today

38.4%most shared, VTI and VIG

PAPIJEPIVTIVIG

PAPI—13.5%15.8%16.8%

JEPI13.5%—35.5%30.7%

VTI15.8%35.5%—38.4%

VIG16.8%30.7%38.4%—

End-of-day Nov 6, 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$150 − $4 = $146

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee