PRCS vs CGDV

APRCS

BCGDV

Measures won0–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · JEPI $14,322

Lowest cost0.04%VYM · $4 on $10k

Most income7.96%JEPI · $796 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common30.8%PRCS and CGDV

PRCS

CGDV

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

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

[…]5 years · per year[…]

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%

0–4CGDV wins

$10,000 · 5 yearsAll four, one 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 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	+0.3%	+7.6%	+8.5%	new	new	−12.8%	$191M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	+0.3%	+7.6%	+8.5%	new	new	−12.8%	$191M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

[…]

CGDV

Capital Group Dividend Value

[…]

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 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: PRCS, CGDV, JEPI, VYM

Today

30.8%most shared, PRCS and CGDV

PRCSCGDVJEPIVYM

PRCS—30.8%18.3%4.9%

CGDV30.8%—26.6%23.1%

JEPI18.3%26.6%—25.3%

VYM4.9%23.1%25.3%—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VYM$225 − $4 = $221

CGDV$123 − $33 = $90

PRCS$12 − $58 = −$46

KeptFee

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