Compare · 4 funds side by side · dividends reinvested

PRCS, SPYM, SPY and VTI

PRCSParnassus×SPYMSPDR×SPYSPDR×VTIVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,749SPYM · best of the four

02 / 04

PRCS, SPYM, SPY and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.7%+11.9%+23.8%+11.0%−8.9%13.0%$689B2.1

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%$798B2.4

Parnassus Income Funds - Parnassus Core Select ETFIncome · Dividend stocks0.58%0.12%+7.6%+8.5%[…][…]−12.8%13.6%$191M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PRCS 2024 · SPYM 2005 · SPY 1993 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

PRCS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

PRCSMeasureSPYM

+7.6%Year to dateJan 1 → Nov 3+11.5%

+8.5%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

0.12%Trailing 12-mo yield$12 · $103 a year on $10k1.03%

−12.8%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.7%

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

0–6SPYM 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 SPYM: Top 5 Holdings

Today

PRCS

36.1%in top 5

SPYM

in top 527.4%

PRCSStockSPYM

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 SPYM Returns, Every Period

ParnassusPRCS

+8.5%

past year

SPYMSPDR

+11.9%

past year

PRCSSPYMFaded: behind in that period

0–2SPYM wins

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

Income vs Core: PRCS vs VTI

YTD

ParnassusPRCS

+7.6%

VTIVanguard

+11.7%

+7.6%Year to date+11.7%

−12.8%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.0%

0.1%Yield1.1%

$191MAssets$689B

4–0VTI wins

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

Cost, Income and Risk

Fees: PRCS, SPYM, SPY, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

SPY0.09%$9

PRCS0.58%$58

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

Yields: PRCS, SPYM, SPY, VTI

1.06%highest, VTI

FundTrailing yieldYield$10k

VTI1.06%$106

SPYM1.03%$103

SPY1.01%$101

PRCS0.12%$12

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

PRCS$12 − $58 = −$46

KeptFee

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

Overlap: PRCS, SPYM, SPY, VTI

Today

99.9%most shared, SPYM and SPY

PRCSSPYMSPYVTI

PRCS—32.6%32.6%31.0%

SPYM32.6%—99.9%87.7%

SPY32.6%99.9%—87.7%

VTI31.0%87.7%87.7%—

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

Return vs Bumpiness: 4 ETFs

+11.9%VTI, at 13.0% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

VTIWorst drop−8.9%13.0% 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

VTISPYM

+11.7%Year to date+11.5%

1.1%Yield1.0%

+11.9%Past year+11.9%

0.03%Fee0.02%

2–1VTI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

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