Compare · 3 funds side by side · dividends reinvested

PRCS, SPY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

PRCS, SPY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+7.0%+8.2%[…][…]−12.8%14.4%$189M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PRCS 2024 · SPY 1993 · SCHD 2011

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$16,267

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

PRCSMeasureSCHD

+7.0%Year to dateJan 1 → Nov 6+31.4%

+8.2%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

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

0.12%Trailing 12-mo yield$12 · $300 a year on $10k3.00%

−12.8%Worst dropSmaller is better−6.9%

14.4%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 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 6, 2026 · share of each fund

PRCS vs SCHD Returns, Every Period

ParnassusPRCS

+8.2%

past year

SCHDSchwab

+37.0%

past year

PRCSSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PRCS vs SCHD

YTD

ParnassusPRCS

+7.0%

SCHDSchwab

+31.4%

+7.0%Year to date+31.4%

−12.8%Worst drop · 1Y−6.9%

14.4%Volatility · 1Y11.7%

0.1%Yield3.0%

$189MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRCS, SPY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

PRCS0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PRCS, SPY, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SPY1.03%$103

PRCS0.12%$12

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPY$103 − $9 = $94

PRCS$12 − $58 = −$46

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PRCS, SPY, SCHD

Today

32.9%most shared, PRCS and SPY

PRCSSPYSCHD

PRCS—32.9%2.9%

SPY32.9%—8.7%

SCHD2.9%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SPYWorst drop−8.9%13.6% vol

PRCSWorst drop−12.8%14.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSPY

+31.4%Year to date+8.7%

3.0%Yield1.0%

+37.0%Past year+9.7%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026