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$17,493SPY · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.8

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+9.3%+12.1%[…][…]−12.8%14.5%$193M3.0

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

End-of-day Nov 9, 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 · $193M[…]

PRCS

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

PRCSMeasureSPY

+9.3%Year to dateJan 1 → Nov 9+11.2%

+12.1%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.58%Expense ratio$58 · $9 a year on $10k · lower is better0.09%

0.12%Trailing 12-mo yield$12 · $101 a year on $10k1.01%

−12.8%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.7%

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

0–6SPY 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 SPY: Top 5 Holdings

Today

PRCS

36.7%in top 5

SPY

in top 527.8%

PRCSStockSPY

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 SPY Returns, Every Period

ParnassusPRCS

+12.1%

past year

SPYSPDR

+13.5%

past year

PRCSSPYFaded: behind in that period

0–2SPY wins

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

PRCS vs SCHD

YTD

ParnassusPRCS

+9.3%

SCHDSchwab

+33.2%

+9.3%Year to date+33.2%

−12.8%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.8%

0.1%Yield3.0%

$193MAssets$122B

4–0SCHD wins

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

Yields: PRCS, SPY, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SPY1.01%$101

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

SPY$101 − $9 = $92

PRCS$12 − $58 = −$46

KeptFee

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

Overlap: PRCS, SPY, SCHD

Today

33.0%most shared, PRCS and SPY

PRCSSPYSCHD

PRCS—33.0%2.8%

SPY33.0%—8.6%

SCHD2.8%8.6%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.7% 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

SCHDSPY

+33.2%Year to date+11.2%

3.0%Yield1.0%

+39.1%Past year+13.5%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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

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