Compare · 2 funds side by side · dividends reinvested

PRCS and SPY

PRCSParnassus×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

PRCS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.0

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+7.6%+8.5%[…][…]−12.8%13.6%$191M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: PRCS 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PRCS

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

PRCSMeasureSPY

+7.6%Year to dateJan 1 → Nov 3+11.5%

+8.5%1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

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%

13.6%VolatilityLower is calmer12.8%

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

0–6SPY wins

End-of-day Nov 3, 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

36.1%in top 5

SPY

in top 527.4%

PRCSStockSPY

11.1%MSFT5.9%

7.3%NVDA7.8%

not top 5AAPL7.7%

6.6%GOOGL2.5%

6.3%AMZN3.6%

4.9%DHRnot top 5

Held in common32.6%

End-of-day Nov 3, 2026 · share of each fund

PRCS vs SPY Returns, Every Period

ParnassusPRCS

+8.5%

past year

SPYSPDR

+11.8%

past year

PRCSSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: PRCS vs SPY

YTD

ParnassusPRCS

+7.6%

SPYSPDR

+11.5%

+7.6%Year to date+11.5%

−12.8%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.8%

0.1%Yield1.0%

$191MAssets$798B

4–0SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRCS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PRCS0.58%$58

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PRCS, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

PRCS0.12%$12

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

PRCS$12 − $58 = −$46

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PRCS, SPY

Today

32.6%most shared, PRCS and SPY

PRCSSPY

PRCS—32.6%

SPY32.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

PRCSWorst drop−12.8%13.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYPRCS

+11.5%Year to date+7.6%

1.0%Yield0.1%

+11.8%Past year+8.5%

0.09%Fee0.58%

4–0SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026