SCHD vs PAPI

ASCHD

BPAPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income7.25%PAPI · $725 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 · $122BParametric Equity Premium Income ETF · $551M

+19.6%3 years · per year$17,123 · $14,425+13.0%

+10.5%5 years · per year$16,459 · […][…]

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

2.96%12-mo yield$296 · $725 on $10k7.25%

−6.9%Worst dropSmaller wins−6.9%

11.8%VolatilityLower wins10.5%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · PAPI

2.1%CMCSA0.6%

4.3%HD0.6%

1.9%UPS0.5%

4.0%PEP0.5%

Held in common17.4%

End-of-day Nov 9, 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

End-of-day Nov 9, 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

$16,459

PAPI

Parametric Equity Premium Income

[…]

MeasureSCHDPAPI

Fee0.06%0.29%

Cost on $10k a year$6$29

Yield2.96%7.25%

5 years, per year+10.5%[…]

3 years, per year+19.6%+13.0%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.8%10.5%

2–2measures won
level

17.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: VOO, PAPI, SPYM, SCHD

Today

92.7%most shared, VOO and SPYM

VOOPAPISPYMSCHD

VOO—16.3%92.7%7.6%

PAPI16.3%—17.4%17.4%

SPYM92.7%17.4%—8.6%

SCHD7.6%17.4%8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee