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APRCS

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · VOO $17,416

Lowest cost0.02%SPYM · $2 on $10k

Most income2.94%SCHD · $294 on $10k

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

Held in common32.8%PRCS and SPYM

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

[…]3 years · per year[…] · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

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

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

Cards for this view

PRCS

Parnassus Income Funds - Parnassus Core Select

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasurePRCSSPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield0.12%1.03%

5 years, per year[…]+11.8%

3 years, per year[…]+21.5%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y14.5%13.7%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
4	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−0.9%	+8.4%	+11.4%	new	new	−12.8%	$193M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
4	APRCS	Parnassus Income Funds - Parnassus Core Select ETFRead Desk	0.58%	0.12%	−0.9%	+8.4%	+11.4%	new	new	−12.8%	$193M