PAPI vs SPYM

APAPI

BSPYM

Measures won3–2PAPI wins · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · VTI $16,697

Lowest cost0.02%SPYM · $2 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common17.5%PAPI and SPYM

PAPI

SPYM

Parametric Equity Premium Income ETF · $551MState Street SPDR Portfolio S&P 500 ETF · $179B

+12.9%3 years · per year$14,390 · $18,163+22.0%

[…]5 years · per year[…] · $17,555+11.9%

0.29%Expense ratio$29 · $2 on $10k · lower wins0.02%

7.27%12-mo yield$727 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins13.7%

3–2PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · SPYM

0.6%HD0.6%

0.5%COST0.7%

0.5%MSFT6.3%

0.5%ABBV0.8%

Held in common17.5%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.27%	+1.5%	+17.9%	+21.4%	+12.9%	new	−6.9%	$551M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.27%	+1.5%	+17.9%	+21.4%	+12.9%	new	−6.9%	$551M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PAPI vs SPYM

PAPI

Parametric Equity Premium Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,555

MeasurePAPISPYM

Fee0.29%0.02%

Cost on $10k a year$29$2

Yield7.27%1.03%

5 years, per year[…]+11.9%

3 years, per year+12.9%+22.0%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y10.5%13.7%

3–2measures won
PAPI first

17.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.6%

+11.6%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$93.2B

1–0VTI wins

End-of-day Nov 9, 2026

Overlap: PAPI, SPYM, JEPI, VTI

Today

85.5%most shared, SPYM and VTI

PAPISPYMJEPIVTI

PAPI—17.5%13.5%15.8%

SPYM17.5%—39.1%85.5%

JEPI13.5%39.1%—35.5%

VTI15.8%85.5%35.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$727 − $29 = $698

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee