PRVS vs DGRO

APRVS

BDGRO

Measures won0–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.87%DGRO · $187 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common17.6%PRVS and DGRO

PRVS

DGRO

Parnassus Income Funds - Parnassus Value Select ETF · $28MiShares Core Dividend Growth ETF · $44.9B

[…]3 years · per year[…] · $17,593+20.7%

[…]5 years · per year[…] · $16,835+11.0%

0.59%Expense ratio$59 · $8 on $10k · lower wins0.08%

0.52%12-mo yield$52 · $187 on $10k1.87%

−9.3%Worst dropSmaller wins−6.5%

13.8%VolatilityLower wins10.2%

0–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRVS · DGRO

7.7%MSFT3.2%

4.1%JPM2.7%

2.6%HD2.2%

4.4%KO2.0%

Held in common17.6%

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
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

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
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

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 DGRO

PRVS

Parnassus Income Funds - Parnassus Value Select

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasurePRVSDGRO

Fee0.59%0.08%

Cost on $10k a year$59$8

Yield0.52%1.87%

5 years, per year[…]+11.0%

3 years, per year[…]+20.7%

Worst drop · 1Y−9.3%−6.5%

Volatility · 1Y13.8%10.2%

4–0measures won
DGRO first

17.6%

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, DGRO

Today

17.6%most shared, PRVS and DGRO

PRVSDGRO

PRVS—17.6%

DGRO17.6%—

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

PRVS$52 − $59 = −$7

KeptFee

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