Compare · 4 funds side by side · dividends reinvested

PRCS, CGDV, SCHD and VIG

PRCSParnassus×CGDVCapital Group×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

PRCS, CGDV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.7

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+9.2%+11.9%[…][…]−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: PRCS 2024 · CGDV 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

PRCS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

PRCSMeasureSCHD

+9.2%Year to dateJan 1 → Nov 9+33.1%

+11.9%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,118+19.6%

[…]5 years · per year$10,000 became […] · $16,454+10.5%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

0.12%Trailing 12-mo yield$12 · $296 a year on $10k2.96%

−12.8%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.8%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

PRCS

36.5%in top 5

SCHD

in top 521.4%

PRCSStockSCHD

11.7%MSFTnot top 5

6.7%AMZNnot top 5

6.7%GOOGLnot top 5

6.5%NVDAnot top 5

4.8%DHRnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common2.9%

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

PRCS vs SCHD Returns, Every Period

ParnassusPRCS

+11.9%

past year

SCHDSchwab

+39.1%

past year

PRCSSCHDFaded: behind in that period

0–2SCHD wins

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

PRCS vs SCHD

YTD

ParnassusPRCS

+9.2%

SCHDSchwab

+33.1%

+9.2%Year to date+33.1%

−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: PRCS, CGDV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

PRCS0.58%$58

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

Yields: PRCS, CGDV, SCHD, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

CGDV1.24%$124

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

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

PRCS$12 − $58 = −$46

KeptFee

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

Overlap: PRCS, CGDV, SCHD, VIG

Today

30.9%most shared, PRCS and CGDV

PRCSCGDVSCHDVIG

PRCS—30.9%2.9%20.6%

CGDV30.9%—5.9%29.4%

SCHD2.9%5.9%—14.5%

VIG20.6%29.4%14.5%—

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.6% 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

SCHDVIG

+33.1%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

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