PRVS vs SPYM

APRVS

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · IVV $17,530

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common21.5%PRVS and SPYM

Parnassus Income Funds - Parnassus Value Select ETF · $30MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.59%Expense ratio$59 · $2 on $10k · lower wins0.02%

0.51%12-mo yield$51 · $102 on $10k1.02%

Cards for this view

PRVS

Parnassus Income Funds - Parnassus Value Select

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasurePRVSSPYM

Fee0.59%0.02%

Cost on $10k a year$59$2

Yield0.51%1.02%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.9%13.7%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
3	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk	0.59%	0.51%	+0.5%	+17.7%	+19.7%	new	new	−9.3%	$30M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
3	APRVS	Parnassus Income Funds - Parnassus Value Select ETFRead Desk	0.59%	0.51%	+0.5%	+17.7%	+19.7%	new	new	−9.3%	$30M

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