SCHD vs PAPI

ASCHD

BPAPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · SCHD $16,375

Lowest cost0.02%SPYM · $2 on $10k

Most income7.31%PAPI · $731 on $10k

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

Held in common17.4%SCHD and PAPI

SCHD

PAPI

Schwab U.S. Dividend Equity ETF · $123BParametric Equity Premium Income ETF · $551M

+20.3%3 years · per year$17,414 · $14,556+13.3%

+10.4%5 years · per year$16,375 · […][…]

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

2.98%12-mo yield$298 · $731 on $10k7.31%

−6.9%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins10.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · PAPI

4.3%HD0.6%

2.0%UPS0.6%

2.1%CMCSA0.6%

4.7%TXN0.6%

Held in common17.4%

End-of-day Nov 5, 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M

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

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M

End-of-day Nov 5, 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

$16,375

PAPI

Parametric Equity Premium Income

[…]

MeasureSCHDPAPI

Fee0.06%0.29%

Cost on $10k a year$6$29

Yield2.98%7.31%

5 years, per year+10.4%[…]

3 years, per year+20.3%+13.3%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.7%10.4%

2–2measures won
level

17.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPYM, PAPI, SCHD

Today

17.4%most shared, PAPI and SCHD

SPYMPAPISCHD

SPYM—17.3%8.5%

PAPI17.3%—17.4%

SCHD8.5%17.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee