Compare · 4 funds side by side · dividends reinvested

PRCS, CGDV, SCHD and JEPQ

PRCSParnassus×CGDVCapital Group×SCHDSchwab×JEPQJ.P. Morgan×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

PRCS, CGDV, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B3.1

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+8.9%+10.3%[…][…]−12.8%14.4%$193M3.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: PRCS 2024 · CGDV 2022 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parnassus Income Funds - Parnassus Core Select ETF · $193M[…]

PRCS

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PRCS vs CGDV: Top 5 Holdings

Today

PRCS

36.0%in top 5

CGDV

in top 524.1%

PRCSStockCGDV

11.5%MSFT6.8%

6.9%AMZNnot top 5

6.7%GOOGLnot top 5

6.0%NVDA5.3%

5.0%DHR

Cost, Income and Risk

Fees: PRCS, CGDV, SCHD, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

PRCS0.58%$58

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CGDV

Capital Group Dividend Value ETF · $38.7B[…]

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

PRCSMeasureCGDV

+8.9%Year to dateJan 1 → Nov 11+13.5%

+10.3%1 yearTotal return+15.0%

[…]3 years · per year$10,000 became […] · $19,001+23.9%

[…]5 years · per year[…]

0.58%Expense ratio$58 · $33 a year on $10k · lower is better0.33%

0.12%Trailing 12-mo yield$12 · $123 a year on $10k1.23%

−12.8%Worst dropSmaller is better−9.7%

14.4%VolatilityLower is calmer13.5%

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

0–6CGDV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

Held in common30.5%

End-of-day Nov 11, 2026 · share of each fund

PRCS vs CGDV Returns, Every Period

1Y

ParnassusPRCS

+10.3%

past year

CGDVCapital Group

+15.0%

past year

PRCSCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

PRCS vs JEPQ

YTD

ParnassusPRCS

+8.9%

JEPQJ.P. Morgan

+8.1%

+8.9%Year to date+8.1%

−12.8%Worst drop · 1Y−11.5%

14.4%Volatility · 1Y16.9%

0.1%Yield12.2%

$193MAssets$41.8B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: PRCS, CGDV, SCHD, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

SCHD2.93%$293

CGDV1.23%$123

PRCS0.12%$12

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SCHD$293 − $6 = $287

CGDV$123 − $33 = $90

PRCS$12 − $58 = −$46

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PRCS, CGDV, SCHD, JEPQ

Today

30.5%most shared, PRCS and CGDV

PRCSCGDVSCHDJEPQ

PRCS—30.5%2.8%26.5%

CGDV30.5%—5.8%28.5%

SCHD2.8%5.8%—3.8%

JEPQ26.5%28.5%3.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

PRCSWorst drop−12.8%14.4% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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PRCS, CGDV, SCHD and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four