VTI vs PAPI

AVTI

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI · VIG $16,638

Lowest cost0.03%VTI · $3 on $10k

Most income12.39%JEPQ · $1,239 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 · $551M

+21.8%3 years · per year$18,090 · $14,425+13.0%

+10.8%5 years · per year$16,697 · […][…]

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

1.06%12-mo yield$106 · $725 on $10k7.25%

−8.9%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins10.5%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTI · PAPI

0.6%COST0.5%

0.6%ABBV0.5%

0.9%JNJ0.5%

5.2%MSFT0.5%

Held in common15.8%

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	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

VTI vs PAPI

VTI

Vanguard Morningstar Total Stock Market

$16,697

PAPI

Parametric Equity Premium Income

[…]

MeasureVTIPAPI

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.06%7.25%

5 years, per year+10.8%[…]

3 years, per year+21.8%+13.0%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.9%10.5%

3–2measures won
PAPI first

15.8%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

Overlap: VTI, PAPI, VIG, JEPQ

Today

47.4%most shared, VTI and JEPQ

VTIPAPIVIGJEPQ

VTI—15.8%38.4%47.4%

PAPI15.8%—16.8%6.3%

VIG38.4%16.8%—26.2%

JEPQ47.4%6.3%26.2%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PAPI$725 − $29 = $696

VIG$146 − $4 = $142

VTI$106 − $3 = $103

KeptFee

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