Compare · 4 funds side by side · dividends reinvested

PRCS, SPYM, SPY and SCHD

PRCSParnassus×SPYMSPDR×SPYSPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,126SPYM · best of the four

02 / 04

PRCS, SPYM, SPY and SCHD, 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%$123B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.6

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+11.0%+11.7%[…][…]−12.8%13.9%$197M4.0

Rank among the four1st → 4thFee, 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 · SPYM 2005 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Parnassus Income Funds - Parnassus Core Select ETF · $197M[…]

PRCS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

PRCSMeasureSPYM

+11.0%Year to dateJan 1 → Nov 4+13.4%

+11.7%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

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

−12.8%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.8%

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

0–6SPYM 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 SPYM: Top 5 Holdings

Today

PRCS

36.6%in top 5

SPYM

in top 527.3%

PRCSStockSPYM

11.3%MSFT5.9%

7.4%NVDA7.7%

not top 5AAPL7.4%

6.6%GOOGL2.5%

6.4%AMZN3.8%

4.9%DHRnot top 5

Held in common33.0%

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

PRCS vs SPYM Returns, Every Period

ParnassusPRCS

+11.7%

past year

SPYMSPDR

+13.5%

past year

PRCSSPYMFaded: behind in that period

0–2SPYM 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%

$197MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PRCS, SPYM, SPY, SCHD

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

SPY0.09%$9

PRCS0.58%$58

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

Yields: PRCS, SPYM, SPY, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPYM1.01%$101

SPY0.99%$99

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

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

PRCS$12 − $58 = −$46

KeptFee

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

Overlap: PRCS, SPYM, SPY, SCHD

Today

99.8%most shared, SPYM and SPY

PRCSSPYMSPYSCHD

PRCS—33.0%33.0%2.7%

SPYM33.0%—99.8%8.4%

SPY33.0%99.8%—8.4%

SCHD2.7%8.4%8.4%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% 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

SCHDSPYM

+35.3%Year to date+13.4%

2.9%Yield1.0%

+41.6%Past year+13.5%

0.06%Fee0.02%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026