PRCS vs CGDV

APRCS

BCGDV

Measures won0–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common31.2%PRCS and CGDV

PRCS

CGDV

Parnassus Income Funds - Parnassus Core Select ETF · $189MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

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

0.12%12-mo yield$12 · $127 on $10k1.27%

−12.8%Worst dropSmaller wins−9.7%

14.4%VolatilityLower wins13.4%

0–4CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPRCS · CGDV

11.7%MSFT7.0%

6.9%NVDA6.1%

6.6%AMZN2.5%

2.4%META3.8%

Held in common31.2%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−3.7%	+7.0%	+8.3%	new	new	−12.8%	$189M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−3.7%	+7.0%	+8.3%	new	new	−12.8%	$189M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 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%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−12.8%−9.7%

Volatility · 1Y14.4%13.4%

4–0measures won
CGDV first

31.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PRCS, CGDV, VIG, SCHD

Today

31.2%most shared, PRCS and CGDV

PRCSCGDVVIGSCHD

PRCS—31.2%20.7%2.8%

CGDV31.2%—29.5%5.8%

VIG20.7%29.5%—14.5%

SCHD2.8%5.8%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

PRCS$12 − $58 = −$46

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee