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Save view, at the bottom, keeps this one here JEPI and PAPI · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.5%+4.8%+4.3%+18.3%+19.1%+46.1%—+44.3%
Peer average−0.6%−4.5%−2.2%+6.0%+6.3%+42.8%+21.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
Eaton Vance PAPI and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
Consumer CyclicalHealthcareTechnologyFinancial ServicesOther
Eaton Vance PAPI · 99 holdings · tile size = share of the fund · as of Nov 12, 2026
+11.9%
+11.9%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
+10.4%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.4%
+15.4%
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
+13.5%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+14.0%
$916M
JPMorgan Equity Premium Yield
new
new
$911M
JPMorgan Nasdaq Equity Premium Yield
new
new
$808M
Parametric Equity Premium Income
+18.3%
+18.3%
$572M
WisdomTree Equity Premium Income
+6.6%
+6.6%
$547M
Kensington Hedged Premium Income
+8.4%
+8.4%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
+10.6%
$331M
KBW Premium Yield Equity REIT
+15.3%
+15.3%
$287M
YieldMax Gold Miners Option Income Strategy
−12.0%
−12.0%
$267M
YieldMax MRNA Option Income Strategy
+456.5%
+456.5%
$258M
Premium Income · current AUM · as of Nov 13, 2026
−0.3%
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−1.1%
+10.4%
+10.6%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
Parametric Equity Premium Income ETF
+0.5%
+18.3%
+19.1%
$572M
#6 of 75 this year · #2 cheapest of 92 · sorted by assets
PAPI and its peer group · total return · as of Nov 13, 2026
0.60%
6COLMColumbia Sportswear0.59% 8SWKStanley Black & Decker0.59% 9APAMArtisan Partners Asset0.59% Eaton Vance PAPI · weight in the fund · as of Nov 12, 2026
Eaton Vance PAPI · 99 holdings · tile size = share of the fund · as of Nov 12, 2026
JEPI wins
+0.6 pts
JEPI and PAPI · year-to-date · as of Nov 13, 2026 · AUM not scored
PAPIAvsBPeer average
1D+0.5%−0.6%
1M+4.8%−4.5%
3M+4.3%−2.2%
YTD+18.3%+6.0%
1Y+19.1%+6.3%
3Y+46.1%+42.8%
5Y[…]+21.3%
6–0PAPI wins
91 Premium income peers · each row scaled to its leader
APAM0.6%
SWK0.6%
Consumer CyclicalHealthcareTechnologyFinancial ServicesOther