PRVS vs CGDV

APRVS

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.22%CGDV · $122 on $10k

Smallest drop−9.3%PRVS · worst fall in 1Y

Held in common24.0%PRVS and CGDV

PRVS

CGDV

Parnassus Income Funds - Parnassus Value Select ETF · $29MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.59%Expense ratio$59 · $33 on $10k · lower wins0.33%

0.51%12-mo yield$51 · $122 on $10k1.22%

−9.3%Worst dropSmaller wins−9.7%

13.4%VolatilityLower wins12.6%

1–3CGDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsPRVS · CGDV

7.4%MSFT6.6%

4.3%UNP2.5%

7.8%AMZN2.4%

3.5%LIN.DE2.2%

Held in common24.0%

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							5Y/yr
1	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk		0.59%	0.51%	+2.3%	+19.0%	+22.3%	new	new	−9.3%	$29M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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							5Y/yr
1	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk		0.59%	0.51%	+2.3%	+19.0%	+22.3%	new	new	−9.3%	$29M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

PRVS vs CGDV

PRVS

Parnassus Income Funds - Parnassus Value Select

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePRVSCGDV

Fee0.59%0.33%

Cost on $10k a year$59$33

Yield0.51%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y13.4%12.6%

3–1measures won
CGDV first

24.0%

holdings shared

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

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

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

Overlap: PRVS, CGDV

Today

24.0%most shared, PRVS and CGDV

PRVSCGDV

PRVS—24.0%

CGDV24.0%—

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

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

PRVS$51 − $59 = −$8

KeptFee

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