Compare · 3 funds side by side · dividends reinvested

PRCS, SPY and VIG

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 VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.3

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 · VIG 2006

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 VIG

YTD

ParnassusPRCS

+9.3%

VIGVanguard

+14.8%

+9.3%Year to date+14.8%

−12.8%Worst drop · 1Y−7.9%

14.5%Volatility · 1Y11.0%

0.1%Yield1.5%

$193MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: PRCS, SPY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPY0.09%$9

PRCS0.58%$58

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

Yields: PRCS, SPY, VIG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

SPY1.01%$101

PRCS0.12%$12

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SPY$101 − $9 = $92

PRCS$12 − $58 = −$46

KeptFee

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

Overlap: PRCS, SPY, VIG

Today

42.6%most shared, SPY and VIG

PRCSSPYVIG

PRCS—33.0%20.6%

SPY33.0%—42.6%

VIG20.6%42.6%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% 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

VIGSPY

+14.8%Year to date+11.2%

1.5%Yield1.0%

+17.6%Past year+13.5%

0.04%Fee0.09%

4–0VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026