Compare · 4 funds side by side · dividends reinvested

IVV, PRCS, VOO and SCHD

IVViShares×PRCSParnassus×VOOVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

IVV, PRCS, VOO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+9.3%+12.1%[…][…]−12.8%14.5%$189M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · PRCS 2024 · VOO 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Parnassus Income Funds - Parnassus Core Select ETF · $189M[…]

PRCS

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 32.5% in common

PRCSMeasureVOO

+9.3%Year to dateJan 1 → Nov 9+11.3%

+12.1%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

0.58%Expense ratio$58 · $3 a year on $10k · lower is better0.03%

0.12%Trailing 12-mo yield$12 · $107 a year on $10k1.07%

−12.8%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.7%

PRCSVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRCS vs VOO: Top 5 Holdings

Today

PRCS

36.7%in top 5

VOO

in top 528.3%

PRCSStockVOO

11.6%MSFT5.8%

6.7%NVDA8.4%

not top 5AAPL7.4%

6.7%GOOGL3.1%

6.7%AMZN3.7%

4.9%DHRnot top 5

Held in common32.5%

End-of-day Nov 9, 2026 · share of each fund

PRCS vs VOO Returns, Every Period

ParnassusPRCS

+12.1%

past year

VOOVanguard

+13.6%

past year

PRCSVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PRCS vs SCHD

YTD

ParnassusPRCS

+9.3%

SCHDSchwab

+33.2%

+9.3%Year to date+33.2%

−12.8%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.8%

0.1%Yield3.0%

$189MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, PRCS, VOO, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

PRCS0.58%$58

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, PRCS, VOO, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IVV1.11%$111

VOO1.07%$107

PRCS0.12%$12

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

VOO$107 − $3 = $104

PRCS$12 − $58 = −$46

KeptFee

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

Overlap: IVV, PRCS, VOO, SCHD

Today

92.7%most shared, IVV and VOO

IVVPRCSVOOSCHD

IVV—33.0%92.7%8.6%

PRCS33.0%—32.5%2.8%

VOO92.7%32.5%—7.6%

SCHD8.6%2.8%7.6%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

PRCSWorst drop−12.8%14.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVV

+33.2%Year to date+11.3%

3.0%Yield1.1%

+39.1%Past year+13.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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