CGDV vs PAPI

ACGDV

BPAPI

Measures won1–4PAPI wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income7.31%PAPI · $731 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common9.2%CGDV and PAPI

CGDV

PAPI

Capital Group Dividend Value ETF · $39.0BParametric Equity Premium Income ETF · $551M

+24.0%3 years · per year$19,064 · $14,556+13.3%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $29 on $10k · lower wins0.29%

1.27%12-mo yield$127 · $731 on $10k7.31%

−9.7%Worst dropSmaller wins−6.9%

13.4%VolatilityLower wins10.4%

1–4PAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · PAPI

1.0%MCD0.6%

3.1%CMCSA0.6%

1.4%0Y6X.L0.5%

1.0%ABT0.5%

Held in common9.2%

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 Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$551M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

CGDV vs PAPI

CGDV

Capital Group Dividend Value

[…]

PAPI

Parametric Equity Premium Income

[…]

MeasureCGDVPAPI

Fee0.33%0.29%

Cost on $10k a year$33$29

Yield1.27%7.31%

5 years, per year[…][…]

3 years, per year+24.0%+13.3%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y13.4%10.4%

4–1measures won
PAPI first

9.2%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ 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

Overlap: VYM, PAPI, CGDV

Today

25.3%most shared, VYM and PAPI

VYMPAPICGDV

VYM—25.3%23.0%

PAPI25.3%—9.2%

CGDV23.0%9.2%—

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

VYM$230 − $4 = $226

CGDV$127 − $33 = $94

KeptFee

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