VTI vs PAPI

AVTI

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · SCHD $16,267

Lowest cost0.03%VTI · $3 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common15.8%VTI and PAPI

VTI

PAPI

Vanguard Morningstar Total Stock Market ETF · $689BParametric Equity Premium Income ETF · $561M

+21.7%3 years · per year$18,004 · $14,556+13.3%

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

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.09%12-mo yield$109 · $731 on $10k7.31%

−8.9%Worst dropSmaller wins−6.9%

13.7%VolatilityLower wins10.4%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTI · PAPI

0.6%COST0.5%

5.2%MSFT0.5%

0.6%ABBV0.5%

0.9%JNJ0.5%

Held in common15.8%

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	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

VTI vs PAPI

VTI

Vanguard Morningstar Total Stock Market

$16,375

PAPI

Parametric Equity Premium Income

[…]

MeasureVTIPAPI

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.09%7.31%

5 years, per year+10.4%[…]

3 years, per year+21.7%+13.3%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.7%10.4%

3–2measures won
PAPI first

15.8%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

Overlap: VTI, PAPI, SCHD, JEPQ

Today

47.2%most shared, VTI and JEPQ

VTIPAPISCHDJEPQ

VTI—15.8%7.1%47.2%

PAPI15.8%—17.5%6.3%

SCHD7.1%17.5%—3.8%

JEPQ47.2%6.3%3.8%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

VTI$109 − $3 = $106

KeptFee

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