PRVS vs CGDV

APRVS

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

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 common24.5%PRVS and CGDV

PRVS

CGDV

Parnassus Income Funds - Parnassus Value Select ETF · $28MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

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

0.52%12-mo yield$52 · $127 on $10k1.27%

−9.3%Worst dropSmaller wins−9.7%

13.8%VolatilityLower wins13.4%

1–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRVS · CGDV

7.8%MSFT7.0%

4.3%UNP2.5%

8.1%AMZN2.5%

3.5%LIN.DE2.3%

Held in common24.5%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk	0.59%	0.52%	−3.3%	+15.1%	+18.9%	new	new	−9.3%	$28M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk	0.59%	0.52%	−3.3%	+15.1%	+18.9%	new	new	−9.3%	$28M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

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

Yield0.52%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y13.8%13.4%

3–1measures won
CGDV first

24.5%

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%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PRVS, CGDV, SCHD

Today

24.5%most shared, PRVS and CGDV

PRVSCGDVSCHD

PRVS—24.5%16.4%

CGDV24.5%—5.8%

SCHD16.4%5.8%—

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

CGDV$127 − $33 = $94

PRVS$52 − $59 = −$7

KeptFee

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