PAPI vs QQQ

APAPI

BQQQ

Measures won3–2PAPI wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income7.31%PAPI · $731 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common7.3%PAPI and QQQ

PAPI

QQQ

Parametric Equity Premium Income ETF · $561MInvesco QQQ Trust, Series 1 · $469B

+13.3%3 years · per year$14,556 · $18,756+23.3%

[…]5 years · per year[…] · $17,352+11.7%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

7.31%12-mo yield$731 · $48 on $10k0.48%

−6.9%Worst dropSmaller wins−14.8%

10.4%VolatilityLower wins21.3%

3–2PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · QQQ

0.6%GILD1.0%

0.6%TXN1.3%

0.5%MSFT6.7%

0.5%PEP0.9%

Held in common7.3%

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	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
4	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M

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	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
4	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M

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 QQQ

PAPI

Parametric Equity Premium Income

[…]

QQQ

Invesco QQQ Trust

$17,352

MeasurePAPIQQQ

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield7.31%0.48%

5 years, per year[…]+11.7%

3 years, per year+13.3%+23.3%

Worst drop · 1Y−6.9%−14.8%

Volatility · 1Y10.4%21.3%

3–2measures won
PAPI first

7.3%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

Overlap: PAPI, QQQ, DGRO, IVV

Today

52.8%most shared, QQQ and IVV

PAPIQQQDGROIVV

PAPI—7.3%21.6%17.3%

QQQ7.3%—21.3%52.8%

DGRO21.6%21.3%—43.8%

IVV17.3%52.8%43.8%—

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

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

DGRO$186 − $8 = $178

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

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