Compare · 2 funds side by side · dividends reinvested

PRCS and JEPI

PRCSParnassus×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

PRCS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.1

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+11.0%+11.7%[…][…]−12.8%13.9%$191M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PRCS 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Parnassus Income Funds - Parnassus Core Select ETF · $191M[…]

PRCS

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 18.7% in common

PRCSMeasureJEPI

+11.0%Year to dateJan 1 → Nov 4+8.8%

+11.7%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.58%Expense ratio$58 · $35 a year on $10k · lower is better0.35%

0.12%Trailing 12-mo yield$12 · $783 a year on $10k7.83%

−12.8%Worst dropSmaller is better−6.7%

13.9%VolatilityLower is calmer8.1%

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

1–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRCS vs JEPI: Top 5 Holdings

Today

PRCS

36.6%in top 5

JEPI

in top 59.5%

PRCSStockJEPI

11.3%MSFT1.9%

7.4%NVDAnot top 5

6.6%GOOGLnot top 5

6.4%AMZNnot top 5

4.9%DHRnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common18.7%

End-of-day Nov 4, 2026 · share of each fund

PRCS vs JEPI Returns, Every Period

ParnassusPRCS

+11.7%

past year

JEPIJ.P. Morgan

+11.9%

past year

PRCSJEPIFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PRCS vs JEPI

YTD

ParnassusPRCS

+11.0%

JEPIJ.P. Morgan

+8.8%

+11.0%Year to date+8.8%

−12.8%Worst drop · 1Y−6.7%

13.9%Volatility · 1Y8.1%

0.1%Yield7.8%

$191MAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRCS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PRCS0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PRCS, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

PRCS0.12%$12

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PRCS$12 − $58 = −$46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PRCS, JEPI

Today

18.7%most shared, PRCS and JEPI

PRCSJEPI

PRCS—18.7%

JEPI18.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

PRCSWorst drop−12.8%13.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPRCS

+8.8%Year to date+11.0%

7.8%Yield0.1%

+11.9%Past year+11.7%

0.35%Fee0.58%

3–1JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026