PRVS vs CGDV

APRVS

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common24.3%PRVS and CGDV

PRVS

CGDV

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

[…]3 years · per year[…] · $18,840+23.5%

[…]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

7.7%MSFT7.0%

4.3%UNP2.5%

8.2%AMZN2.5%

3.6%LIN.DE2.4%

Held in common24.3%

End-of-day Nov 6, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk	0.59%	0.52%	+0.1%	+15.2%	+18.7%	new	new	−9.3%	$28M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk	0.59%	0.52%	+0.1%	+15.2%	+18.7%	new	new	−9.3%	$28M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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[…]+23.5%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y13.8%13.4%

3–1measures won
CGDV first

24.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PRVS, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

PRVSCGDVVIG

PRVS—24.3%19.7%

CGDV24.3%—29.4%

VIG19.7%29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

PRVS$52 − $59 = −$7

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee