Compare · 4 funds side by side · dividends reinvested

PRCS, IVV, SPYM and VOO

PRCSParnassus×IVViShares×SPYMSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

PRCS, IVV, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

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

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%$1.00T2.5

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: PRCS 2024 · IVV 2000 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

PRCS

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 33.0% in common

PRCSMeasureIVV

+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 […] · $17,545+11.9%

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

0.12%Trailing 12-mo yield$12 · $111 a year on $10k1.11%

−12.8%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.8%

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

0–6IVV 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 IVV: Top 5 Holdings

Today

PRCS

36.7%in top 5

IVV

in top 527.8%

PRCSStockIVV

11.6%MSFT6.2%

not top 5AAPL7.9%

6.7%NVDA7.1%

6.7%GOOGL2.6%

6.7%AMZN4.0%

4.9%DHRnot top 5

Held in common33.0%

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

PRCS vs IVV Returns, Every Period

ParnassusPRCS

+12.1%

past year

IVViShares

+13.6%

past year

PRCSIVVFaded: behind in that period

0–2IVV wins

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

Income vs Core: PRCS vs IVV

YTD

ParnassusPRCS

+9.3%

IVViShares

+11.3%

+9.3%Year to date+11.3%

−12.8%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.8%

0.1%Yield1.1%

$189MAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: PRCS, IVV, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VOO0.03%$3

PRCS0.58%$58

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

Yields: PRCS, IVV, SPYM, VOO

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

SPYM1.03%$103

PRCS0.12%$12

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

PRCS$12 − $58 = −$46

KeptFee

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

Overlap: PRCS, IVV, SPYM, VOO

Today

99.9%most shared, IVV and SPYM

PRCSIVVSPYMVOO

PRCS—33.0%33.0%32.5%

IVV33.0%—99.9%92.7%

SPYM33.0%99.9%—92.7%

VOO32.5%92.7%92.7%—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst 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

IVVSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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