PRCS vs CGDV

APRCS

BCGDV

Measures won0–6CGDV wins · of 6 · YTD

$10,000 · YTD$11,297CGDV · PRCS $10,756

Lowest cost0.33%CGDV · $33 on $10k

Most income1.23%CGDV · $123 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common30.8%PRCS and CGDV

YTD

PRCS

CGDV

Parnassus Income Funds - Parnassus Core Select ETF · $191MCapital Group Dividend Value ETF · $38.8B

+7.6%Year to dateJan 1 → Nov 3+13.0%

+8.5%1 yearTotal return+16.1%

0.58%Expense ratio$58 · $33 on $10k · lower wins0.33%

0.12%12-mo yield$12 · $123 on $10k1.23%

−12.8%Worst dropSmaller wins−9.7%

13.6%VolatilityLower wins12.6%

0–6CGDV wins

$10,000 · since Jan 1One scale

Shared top holdingsPRCS · CGDV

11.1%MSFT6.5%

7.3%NVDA6.2%

2.4%META3.8%

6.3%AMZN2.3%

Held in common30.8%

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend							5Y/yr
1	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B
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

YTD2 funds

#			Trend							5Y/yr
1	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B
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 CGDV

PRCS

Parnassus Income Funds - Parnassus Core Select

$10,853

CGDV

Capital Group Dividend Value

$11,608

MeasurePRCSCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield0.12%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y−12.8%−9.7%

Volatility · 1Y13.6%12.6%

4–0measures won
CGDV first

30.8%

holdings shared

Nov 3, 2026 · $10,000 one year 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, CGDV

Today

30.8%most shared, PRCS and CGDV

PRCSCGDV

PRCS—30.8%

CGDV30.8%—

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

Income After Fees on $10,000

$90most kept, CGDV

CGDV$123 − $33 = $90

PRCS$12 − $58 = −$46

KeptFee

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