SCHD vs PAPI

ASCHD

BPAPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,742VYM · SCHD $16,881

Lowest cost0.04%VYM · $4 on $10k

Most income7.19%PAPI · $719 on $10k

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

Held in common17.4%SCHD and PAPI

SCHD

PAPI

Schwab U.S. Dividend Equity ETF · $121BParametric Equity Premium Income ETF · $553M

+21.4%3 years · per year$17,908 · $14,871+14.1%

+11.0%5 years · per year$16,881 · […][…]

0.06%Expense ratio$6 · $29 on $10k · lower wins0.29%

2.91%12-mo yield$291 · $719 on $10k7.19%

−6.9%Worst dropSmaller wins−6.9%

11.5%VolatilityLower wins10.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · PAPI

4.8%TXN0.6%

1.9%UPS0.5%

2.0%CMCSA0.5%

4.1%HD0.5%

Held in common17.4%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	ASCHD	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
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$553M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	ASCHD	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
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$553M

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

SCHD vs PAPI

SCHD

Schwab U.S. Dividend Equity

$16,881

PAPI

Parametric Equity Premium Income

[…]

MeasureSCHDPAPI

Fee0.06%0.29%

Cost on $10k a year$6$29

Yield2.91%7.19%

5 years, per year+11.0%[…]

3 years, per year+21.4%+14.1%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.5%10.2%

2–2measures won
level

17.4%

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: SCHD, PAPI, VYM

Today

25.4%most shared, PAPI and VYM

SCHDPAPIVYM

SCHD—17.4%21.9%

PAPI17.4%—25.4%

VYM21.9%25.4%—

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

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

SCHD$291 − $6 = $285

VYM$222 − $4 = $218

KeptFee

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