PRCS vs IVV

APRCS

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SCHD $16,429

Lowest cost0.03%IVV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common32.4%PRCS and IVV

Parnassus Income Funds - Parnassus Core Select ETF · $193MiShares Core S&P 500 ETF · $879B

[…]3 years · per year[…] · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

0.12%12-mo yield$12 · $110 on $10k1.10%

Cards for this view

PRCS

Parnassus Income Funds - Parnassus Core Select

[…]

IVV

iShares Core S&P 500

$17,398

MeasurePRCSIVV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield0.12%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y14.4%13.7%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−0.5%	+8.3%	+9.2%	new	new	−12.8%	$193M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−0.5%	+8.3%	+9.2%	new	new	−12.8%	$193M

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