PAPI vs RDVI

APAPI

BRDVI

Measures won3–2PAPI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.11%RDVI · $811 on $10k

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

Held in common7.2%PAPI and RDVI

PAPI

RDVI

Parametric Equity Premium Income ETF · $553MFT Vest Rising Dividend Achievers Target Income ETF · $3.9B

+14.1%3 years · per year$14,871 · $18,539+22.8%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $75 on $10k · lower wins0.75%

7.19%12-mo yield$719 · $811 on $10k8.11%

−6.9%Worst dropSmaller wins−8.5%

10.2%VolatilityLower wins13.7%

3–2PAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPAPI · RDVI

0.5%RF1.9%

0.5%COST2.0%

0.5%ADP2.3%

0.5%MSFT2.2%

Held in common7.2%

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 Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$553M
3	BRDVI	FT Vest Rising Dividend Achievers Target Income ETFRead Desk	0.75%	8.11%	+1.6%	+17.3%	+21.7%	+22.8%	new	−8.5%	$3.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$553M
3	BRDVI	FT Vest Rising Dividend Achievers Target Income ETFRead Desk	0.75%	8.11%	+1.6%	+17.3%	+21.7%	+22.8%	new	−8.5%	$3.9B

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 RDVI

PAPI

Parametric Equity Premium Income

[…]

RDVI

FT Vest Rising Dividend Achievers Target Income

[…]

MeasurePAPIRDVI

Fee0.29%0.75%

Cost on $10k a year$29$75

Yield7.19%8.11%

5 years, per year[…][…]

3 years, per year+14.1%+22.8%

Worst drop · 1Y−6.9%−8.5%

Volatility · 1Y10.2%13.7%

3–2measures won
PAPI first

7.2%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PAPI, RDVI, SCHD

Today

17.4%most shared, PAPI and SCHD

PAPIRDVISCHD

PAPI—7.2%17.4%

RDVI7.2%—7.7%

SCHD17.4%7.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$736most kept, RDVI

RDVI$811 − $75 = $736

PAPI$719 − $29 = $690

SCHD$291 − $6 = $285

KeptFee

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