PRCS vs CGDV

APRCS

BCGDV

Measures won0–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.84%DGRO · $184 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common31.0%PRCS and CGDV

PRCS

CGDV

Parnassus Income Funds - Parnassus Core Select ETF · $189MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

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

0.12%12-mo yield$12 · $124 on $10k1.24%

−12.8%Worst dropSmaller wins−9.7%

14.5%VolatilityLower wins13.5%

0–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRCS · CGDV

11.6%MSFT6.9%

6.7%NVDA5.9%

6.7%AMZN2.5%

2.4%META4.1%

Held in common31.0%

End-of-day Nov 9, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	+2.2%	+9.3%	+12.1%	new	new	−12.8%	$189M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	+2.2%	+9.3%	+12.1%	new	new	−12.8%	$189M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePRCSCGDV

Fee0.58%0.33%

Cost on $10k a year$58$33

Yield0.12%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y−12.8%−9.7%

Volatility · 1Y14.5%13.5%

4–0measures won
CGDV first

31.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PRCS, CGDV, DGRO

Today

31.0%most shared, PRCS and CGDV

PRCSCGDVDGRO

PRCS—31.0%15.6%

CGDV31.0%—28.2%

DGRO15.6%28.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

PRCS$12 − $58 = −$46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee