PRCS vs SPY

APRCS

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common33.1%PRCS and SPY

PRCS

SPY

Parnassus Income Funds - Parnassus Core Select ETF · $197MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

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

0.12%12-mo yield$12 · $103 on $10k1.03%

−12.8%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRCS · SPY

6.9%NVDA7.3%

11.7%MSFT6.2%

4.0%AAPL7.7%

6.6%AMZN3.9%

Held in common33.1%

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 Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−3.7%	+7.0%	+8.3%	new	new	−12.8%	$197M

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

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−3.7%	+7.0%	+8.3%	new	new	−12.8%	$197M

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 SPY

PRCS

Parnassus Income Funds - Parnassus Core Select

[…]

SPY

SPDR S&P 500

$17,099

MeasurePRCSSPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield0.12%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y14.4%13.6%

4–0measures won
SPY first

33.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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$805B

2–0SPYM 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PRCS, SPY, SCHD

Today

33.1%most shared, PRCS and SPY

PRCSSPYSCHD

PRCS—33.1%2.8%

SPY33.1%—8.5%

SCHD2.8%8.5%—

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

SPY$103 − $9 = $94

PRCS$12 − $58 = −$46

KeptFee

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