PAPI vs SCHD

APAPI

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SCHD $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income7.31%PAPI · $731 on $10k

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

Held in common17.4%PAPI and SCHD

PAPI

SCHD

Parametric Equity Premium Income ETF · $551MSchwab U.S. Dividend Equity ETF · $123B

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

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

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

7.31%12-mo yield$731 · $298 on $10k2.98%

−6.9%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.7%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · SCHD

0.6%HD4.3%

0.6%UPS2.0%

0.6%CMCSA2.1%

0.6%TXN4.7%

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 Four

5Y4 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	BSCHD	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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
4	APAPI	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 Four

5Y4 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	BSCHD	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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
4	APAPI	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

PAPI vs SCHD

PAPI

Parametric Equity Premium Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasurePAPISCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield7.31%2.98%

5 years, per year[…]+10.4%

3 years, per year+13.3%+20.3%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y10.4%11.7%

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

Overlap: VTI, PAPI, SPY, SCHD

Today

86.5%most shared, VTI and SPY

VTIPAPISPYSCHD

VTI—15.9%86.5%7.1%

PAPI15.9%—17.3%17.4%

SPY86.5%17.3%—8.5%

SCHD7.1%17.4%8.5%—

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

VTI$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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