Compare · 3 funds side by side · dividends reinvested

PRCS, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,573DGRO · best of the three

02 / 04

PRCS, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.5

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+11.0%+11.7%[…][…]−12.8%13.9%$191M3.0

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

PRCS

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

PRCSMeasureSCHD

+11.0%Year to dateJan 1 → Nov 4+35.3%

+11.7%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

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

0.12%Trailing 12-mo yield$12 · $291 a year on $10k2.91%

−12.8%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.5%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

PRCS

36.6%in top 5

SCHD

in top 521.6%

PRCSStockSCHD

11.3%MSFTnot top 5

7.4%NVDAnot top 5

6.6%GOOGLnot top 5

6.4%AMZNnot top 5

4.9%DHRnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common2.7%

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

PRCS vs SCHD Returns, Every Period

ParnassusPRCS

+11.7%

past year

SCHDSchwab

+41.6%

past year

PRCSSCHDFaded: behind in that period

0–2SCHD wins

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

PRCS vs SCHD

YTD

ParnassusPRCS

+11.0%

SCHDSchwab

+35.3%

+11.0%Year to date+35.3%

−12.8%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.5%

0.1%Yield2.9%

$191MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PRCS, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

PRCS0.58%$58

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

Yields: PRCS, SCHD, DGRO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DGRO1.81%$181

PRCS0.12%$12

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

PRCS$12 − $58 = −$46

KeptFee

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

Overlap: PRCS, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

PRCSSCHDDGRO

PRCS—2.7%15.5%

SCHD2.7%—21.0%

DGRO15.5%21.0%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

DGROWorst drop−6.5%9.7% vol

SCHDWorst drop−6.9%11.5% 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

SCHDDGRO

+35.3%Year to date+20.6%

2.9%Yield1.8%

+41.6%Past year+24.5%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

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