PAPI vs SCHD5YPAPIPAPIAvsBSCHDSCHDParametric Equity Premium Income ETF · $562MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+13.0%3 years · per year$14,424 · $17,062+19.5%[…]5 years · per year[…] · $16,428+10.4%Cost and income0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%7.20%12-mo yield$720 · $294 on $10k
$10,000 in SCHD, PAPI, JEPQ5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SCHD, PAPI, JEPQToday17.4%most shared, SCHD and PAPISCHDPAPIJEPQSCHD—17.4%3.7%PAPI17.4%—6.3%JEPQ3.7%6.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
PAPI vs SCHD5YAPAPIParametric Equity Premium Income[…]vsSCHDBSchwab U.S. Dividend Equity$16,428MeasurePAPISCHDFee0.29%0.06%Cost on $10k a year$29$6Yield7.20%2.94%5 years, per year[…]+10.4%3 years, per year+13.0%+19.5%Worst drop · 1Y−6.9%−6.9%Volatility · 1Y10.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2APAPIParametric Equity Premium Income ETFReadDesk0.29%7.20%+0.7%+19.1%+21.8%+13.0%new−6.9%$562M3JEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2APAPIParametric Equity Premium Income ETFReadDesk0.29%7.20%+0.7%+19.1%+21.8%+13.0%new−6.9%$562M3JEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: SCHD, PAPI, JEPQToday17.4%most shared, SCHD and PAPISCHDPAPIJEPQSCHD—17.4%3.7%PAPI17.4%—6.3%JEPQ3.7%6.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,210most kept, JEPQJEPQ$1,245 − $35 = $1,210PAPI$720 − $29 = $691SCHD$294 − $6 = $288KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee