SCHD vs PAPI

ASCHD

BPAPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income7.31%PAPI · $731 on $10k

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

Held in common17.5%SCHD and PAPI

SCHD

PAPI

Schwab U.S. Dividend Equity ETF · $120BParametric Equity Premium Income ETF · $552M

+20.0%3 years · per year$17,266 · $14,556+13.3%

+10.2%5 years · per year$16,267 · […][…]

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

3.00%12-mo yield$300 · $731 on $10k7.31%

−6.9%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins10.4%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · PAPI

2.1%CMCSA0.6%

4.3%HD0.6%

2.0%UPS0.6%

4.0%PEP0.5%

Held in common17.5%

End-of-day Nov 6, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$552M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$552M

End-of-day Nov 6, 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

$16,267

PAPI

Parametric Equity Premium Income

[…]

MeasureSCHDPAPI

Fee0.06%0.29%

Cost on $10k a year$6$29

Yield3.00%7.31%

5 years, per year+10.2%[…]

3 years, per year+20.0%+13.3%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.7%10.4%

2–2measures won
level

17.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: SPY, PAPI, IVV, SCHD

Today

99.9%most shared, SPY and IVV

SPYPAPIIVVSCHD

SPY—17.5%99.9%8.7%

PAPI17.5%—17.5%17.5%

IVV99.9%17.5%—8.7%

SCHD8.7%17.5%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee