VTI vs PAPI

AVTI

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$17,257VTI · VIG $17,005

Lowest cost0.03%VTI · $3 on $10k

Most income7.19%PAPI · $719 on $10k

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

Held in common15.9%VTI and PAPI

VTI

PAPI

Vanguard Morningstar Total Stock Market ETF · $689BParametric Equity Premium Income ETF · $551M

+24.0%3 years · per year$19,059 · $14,871+14.1%

+11.5%5 years · per year$17,257 · […][…]

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

1.05%12-mo yield$105 · $719 on $10k7.19%

−8.9%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins10.2%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTI · PAPI

0.6%ABBV0.5%

0.5%CVX0.5%

0.6%COST0.5%

0.9%XOM0.5%

Held in common15.9%

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

All Four

5Y4 funds

#
1	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M

End-of-day Nov 4, 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%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.19%	+1.9%	+19.3%	+23.4%	+14.1%	new	−6.9%	$551M

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

VTI vs PAPI

VTI

Vanguard Morningstar Total Stock Market

$17,257

PAPI

Parametric Equity Premium Income

[…]

MeasureVTIPAPI

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.05%7.19%

5 years, per year+11.5%[…]

3 years, per year+24.0%+14.1%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.1%10.2%

3–2measures won
PAPI first

15.9%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VTI, PAPI, SCHD, VIG

Today

38.4%most shared, VTI and VIG

VTIPAPISCHDVIG

VTI—15.9%7.1%38.4%

PAPI15.9%—17.4%16.8%

SCHD7.1%17.4%—14.5%

VIG38.4%16.8%14.5%—

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

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

VTI$105 − $3 = $102

KeptFee

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