PRCS vs SCHD

APRCS

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.45%JEPQ · $1,245 on $10k

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

Held in common2.9%PRCS and SCHD

Parnassus Income Funds - Parnassus Core Select ETF · $192MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

0.12%12-mo yield$12 · $294 on $10k2.94%

Cards for this view

PRCS

Parnassus Income Funds - Parnassus Core Select

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasurePRCSSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield0.12%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−12.8%−6.9%

Volatility · 1Y14.5%11.8%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−0.9%	+8.4%	+11.4%	new	new	−12.8%	$192M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−0.9%	+8.4%	+11.4%	new	new	−12.8%	$192M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

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