PRCS vs SPY

APRCS

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common33.0%PRCS and SPY

PRCS

SPY

Parnassus Income Funds - Parnassus Core Select ETF · $191MState Street SPDR S&P 500 ETF · $798B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.58%Expense ratio$58 · $9 on $10k · lower wins0.09%

0.12%12-mo yield$12 · $99 on $10k0.99%

−12.8%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins12.9%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRCS · SPY

7.4%NVDA7.7%

11.3%MSFT5.9%

3.9%AAPL7.4%

6.4%AMZN3.8%

Held in common33.0%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk		0.58%	0.12%	+3.2%	+11.0%	+11.7%	new	new	−12.8%	$191M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk		0.58%	0.12%	+3.2%	+11.0%	+11.7%	new	new	−12.8%	$191M

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 SPY

PRCS

Parnassus Income Funds - Parnassus Core Select

[…]

SPY

SPDR S&P 500

$18,060

MeasurePRCSSPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield0.12%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y13.9%12.9%

4–0measures won
SPY first

33.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PRCS, SPY

Today

33.0%most shared, PRCS and SPY

PRCSSPY

PRCS—33.0%

SPY33.0%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

PRCS$12 − $58 = −$46

KeptFee

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