PRCS vs SCHD

APRCS

BSCHD

Measures won0–4SCHD wins · of 6 · 3Y

$10,000 · 3Y$17,784SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.8%PRCS and SCHD

PRCS

SCHD

Parnassus Income Funds - Parnassus Core Select ETF · $191MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

0.12%12-mo yield$12 · $297 on $10k2.97%

−12.8%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins11.4%

0–4SCHD wins

$10,000 · 3 yearsOne scale

Shared top holdingsPRCS · SCHD

2.8%HD4.2%

Held in common2.8%

End-of-day Nov 3, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk		0.58%	0.12%	+0.3%	+7.6%	+8.5%	new	new	−12.8%	$191M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk		0.58%	0.12%	+0.3%	+7.6%	+8.5%	new	new	−12.8%	$191M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRCS vs SCHD

PRCS

Parnassus Income Funds - Parnassus Core Select

[…]

SCHD

Schwab U.S. Dividend Equity

$17,784

MeasurePRCSSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield0.12%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−12.8%−6.9%

Volatility · 1Y13.6%11.4%

4–0measures won
SCHD first

2.8%

holdings shared

Nov 3, 2026 · $10,000 three years ago, dividends reinvested

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

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

Overlap: PRCS, SCHD

Today

2.8%most shared, PRCS and SCHD

PRCSSCHD

PRCS—2.8%

SCHD2.8%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

PRCS$12 − $58 = −$46

KeptFee

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