PRCS vs CGDV

APRCS

BCGDV

Measures won0–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common31.1%PRCS and CGDV

PRCS

CGDV

Parnassus Income Funds - Parnassus Core Select ETF · $197MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

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

0.12%12-mo yield$12 · $122 on $10k1.22%

−12.8%Worst dropSmaller wins−9.7%

13.9%VolatilityLower wins12.6%

0–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRCS · CGDV

11.3%MSFT6.6%

7.4%NVDA6.3%

2.5%META3.8%

6.4%AMZN2.4%

Held in common31.1%

End-of-day Nov 4, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	+3.2%	+11.0%	+11.7%	new	new	−12.8%	$197M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	+3.2%	+11.0%	+11.7%	new	new	−12.8%	$197M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 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%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−12.8%−9.7%

Volatility · 1Y13.9%12.6%

4–0measures won
CGDV first

31.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PRCS, CGDV, VIG

Today

31.1%most shared, PRCS and CGDV

PRCSCGDVVIG

PRCS—31.1%20.7%

CGDV31.1%—29.4%

VIG20.7%29.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

PRCS$12 − $58 = −$46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee