PRCS vs SPYM

APRCS

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common33.0%PRCS and SPYM

PRCS

SPYM

Parnassus Income Funds - Parnassus Core Select ETF · $193MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.58%Expense ratio$58 · $2 on $10k · lower wins0.02%

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

−12.8%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.7%

0–4SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPRCS · SPYM

6.7%NVDA7.1%

11.6%MSFT6.2%

4.1%AAPL7.9%

6.7%AMZN4.0%

Held in common33.0%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	+2.2%	+9.3%	+12.1%	new	new	−12.8%	$193M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	+2.2%	+9.3%	+12.1%	new	new	−12.8%	$193M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRCS vs SPYM

PRCS

Parnassus Income Funds - Parnassus Core Select

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasurePRCSSPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield0.12%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y14.5%13.7%

4–0measures won
SPYM first

33.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PRCS, SPYM, IVV, VOO

Today

99.9%most shared, SPYM and IVV

PRCSSPYMIVVVOO

PRCS—33.0%33.0%32.5%

SPYM33.0%—99.9%92.7%

IVV33.0%99.9%—92.7%

VOO32.5%92.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

PRCS$12 − $58 = −$46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee