PRVS vs CGDV

APRVS

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,258VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.25%VYM · $225 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common24.6%PRVS and CGDV

Parnassus Income Funds - Parnassus Value Select ETF · $30MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,754+23.3%

[…]5 years · per year[…]

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

0.52%12-mo yield$52 · $124 on $10k1.24%

Cards for this view

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%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.3%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y14.0%13.5%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk	0.59%	0.52%	−0.3%	+17.1%	+20.5%	new	new	−9.3%	$30M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk	0.59%	0.52%	−0.3%	+17.1%	+20.5%	new	new	−9.3%	$30M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

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