PAPI vs CGDV

APAPI

BCGDV

Measures won4–1PAPI wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common9.1%PAPI and CGDV

PAPI

CGDV

Parametric Equity Premium Income ETF · $551MCapital Group Dividend Value ETF · $37.8B

+13.0%3 years · per year$14,425 · $18,934+23.7%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $33 on $10k · lower wins0.33%

7.25%12-mo yield$725 · $124 on $10k1.24%

−6.9%Worst dropSmaller wins−9.7%

10.5%VolatilityLower wins13.5%

4–1PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · CGDV

0.6%MCD1.0%

0.6%CMCSA3.1%

0.5%0Y6X.L1.4%

0.5%SWR.L1.4%

Held in common9.1%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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 CGDV

PAPI

Parametric Equity Premium Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePAPICGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield7.25%1.24%

5 years, per year[…][…]

3 years, per year+13.0%+23.7%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.5%13.5%

4–1measures won
PAPI first

9.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

Overlap: SCHD, PAPI, JEPQ, CGDV

Today

29.0%most shared, JEPQ and CGDV

SCHDPAPIJEPQCGDV

SCHD—17.4%3.8%5.8%

PAPI17.4%—6.3%9.1%

JEPQ3.8%6.3%—29.0%

CGDV5.8%9.1%29.0%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

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