PAPI vs JEPQ

APAPI

BJEPQ

Measures won3–2PAPI wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SCHD $16,881

Lowest cost0.03%VOO · $3 on $10k

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

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

Held in common6.3%PAPI and JEPQ

PAPI

JEPQ

Parametric Equity Premium Income ETF · $551MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+14.1%3 years · per year$14,871 · $17,406+20.3%

[…]5 years · per year[…]

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

7.19%12-mo yield$719 · $1,217 on $10k12.17%

−6.9%Worst dropSmaller wins−8.8%

10.2%VolatilityLower wins15.5%

3–2PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · JEPQ

0.6%TXN0.9%

0.5%ADI1.2%

0.5%PEP0.7%

0.5%COST1.3%

Held in common6.3%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

PAPI

Parametric Equity Premium Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePAPIJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield7.19%12.17%

5 years, per year[…][…]

3 years, per year+14.1%+20.3%

Worst drop · 1Y−6.9%−8.8%

Volatility · 1Y10.2%15.5%

3–2measures won
PAPI first

6.3%

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, JEPQ, VOO, SCHD

Today

51.2%most shared, JEPQ and VOO

PAPIJEPQVOOSCHD

PAPI—6.3%16.3%17.4%

JEPQ6.3%—51.2%3.7%

VOO16.3%51.2%—7.6%

SCHD17.4%3.7%7.6%—

End-of-day Nov 4, 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$719 − $29 = $690

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

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