CGDV vs PRCS

ACGDV

BPRCS

Measures won4–0CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

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 common30.8%CGDV and PRCS

CGDV

PRCS

Capital Group Dividend Value ETF · $38.8BParnassus Income Funds - Parnassus Core Select ETF · $191M

+26.0%3 years · per year$19,988 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $58 on $10k · lower wins0.58%

1.23%12-mo yield$123 · $12 on $10k0.12%

−9.7%Worst dropSmaller wins−12.8%

12.6%VolatilityLower wins13.6%

4–0CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · PRCS

6.5%MSFT11.1%

6.2%NVDA7.3%

3.8%META2.4%

2.3%AMZN6.3%

Held in common30.8%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	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	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B
3	BPRCS	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

All Three

5Y3 funds

#
1	SCHD	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	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B
3	BPRCS	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

CGDV vs PRCS

CGDV

Capital Group Dividend Value

[…]

PRCS

Parnassus Income Funds - Parnassus Core Select

[…]

MeasureCGDVPRCS

Fee0.33%0.58%

Cost on $10k a year$33$58

Yield1.23%0.12%

5 years, per year[…][…]

3 years, per year+26.0%[…]

Worst drop · 1Y−9.7%−12.8%

Volatility · 1Y12.6%13.6%

4–0measures won
CGDV first

30.8%

holdings shared

Nov 3, 2026 · $10,000 five 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: CGDV, PRCS, SCHD

Today

30.8%most shared, CGDV and PRCS

CGDVPRCSSCHD

CGDV—30.8%5.7%

PRCS30.8%—2.8%

SCHD5.7%2.8%—

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

CGDV$123 − $33 = $90

PRCS$12 − $58 = −$46

KeptFee

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