PRVS vs SPY

APRVS

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common21.5%PRVS and SPY

PRVS

SPY

Parnassus Income Funds - Parnassus Value Select ETF · $28MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

0.52%12-mo yield$52 · $103 on $10k1.03%

−9.3%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRVS · SPY

7.7%MSFT6.3%

8.2%AMZN4.0%

4.0%GOOGL2.6%

4.1%JPM1.4%

Held in common21.5%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	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 SPY

PRVS

Parnassus Income Funds - Parnassus Value Select

[…]

SPY

SPDR S&P 500

$17,118

MeasurePRVSSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield0.52%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.8%13.6%

4–0measures won
SPY first

21.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: PRVS, SPY, IVV

Today

99.9%most shared, SPY and IVV

PRVSSPYIVV

PRVS—21.5%21.5%

SPY21.5%—99.9%

IVV21.5%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

PRVS$52 − $59 = −$7

KeptFee

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