SPYM vs PAPI

ASPYM

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income7.19%PAPI · $719 on $10k

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

Held in common17.3%SPYM and PAPI

SPYM

PAPI

State Street SPDR Portfolio S&P 500 ETF · $185BParametric Equity Premium Income ETF · $553M

+24.3%3 years · per year$19,186 · $14,871+14.1%

+12.6%5 years · per year$18,126 · […][…]

0.02%Expense ratio$2 · $29 on $10k · lower wins0.29%

1.01%12-mo yield$101 · $719 on $10k7.19%

−8.9%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins10.2%

2–3PAPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · PAPI

0.8%ABBV0.5%

0.7%CVX0.5%

0.7%COST0.5%

1.1%XOM0.5%

Held in common17.3%

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

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	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

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	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

SPYM vs PAPI

SPYM

SPDR Portfolio S&P 500

$18,126

PAPI

Parametric Equity Premium Income

[…]

MeasureSPYMPAPI

Fee0.02%0.29%

Cost on $10k a year$2$29

Yield1.01%7.19%

5 years, per year+12.6%[…]

3 years, per year+24.3%+14.1%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y12.8%10.2%

3–2measures won
PAPI first

17.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: SPYM, PAPI

Today

17.3%most shared, SPYM and PAPI

SPYMPAPI

SPYM—17.3%

PAPI17.3%—

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

SPYM$101 − $2 = $99

KeptFee

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