Compare · 2 funds side by side · dividends reinvested

LCR and SCHD

LCRLeuthold×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

LCR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

Leuthold Core Exchange Traded FundUnsorted0.83%1.29%+6.1%+8.2%+12.4%+6.7%−6.0%8.0%$65M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LCR 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Leuthold Core Exchange Traded Fund · $65M$13,828

LCR

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

LCRMeasureSCHD

+6.1%Year to dateJan 1 → Nov 4+35.3%

+8.2%1 yearTotal return+41.6%

+12.4%3 years · per year$10,000 became $14,207 · $17,908+21.4%

+6.7%5 years · per year$10,000 became $13,828 · $16,881+11.0%

0.83%Expense ratio$83 · $6 a year on $10k · lower is better0.06%

1.29%Trailing 12-mo yield$129 · $291 a year on $10k2.91%

−6.0%Worst dropSmaller is better−6.9%

8.0%VolatilityLower is calmer11.5%

LCRSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCR vs SCHD: Top 5 Holdings

Today

LCR

45.0%in top 5

SCHD

in top 521.6%

LCRStockSCHD

14.3%SHYnot top 5

11.7%XLKnot top 5

9.3%STIPnot top 5

5.0%SPDNnot top 5

not top 5TXN4.8%

4.7%LSTnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

LCR vs SCHD Returns, Every Period

LeutholdLCR

+6.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

LCRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LCR vs SCHD

YTD

LeutholdLCR

+6.1%

SCHDSchwab

+35.3%

+6.1%Year to date+35.3%

−6.0%Worst drop · 1Y−6.9%

8.0%Volatility · 1Y11.5%

1.3%Yield2.9%

$65.3MAssets$121B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LCR0.83%$83

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LCR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

LCR1.29%$129

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

LCR$129 − $83 = $46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LCR, SCHD

Today

0.0%most shared, LCR and SCHD

LCRSCHD

LCR—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

LCRWorst drop−6.0%8.0% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLCR

+35.3%Year to date+6.1%

2.9%Yield1.3%

+41.6%Past year+8.2%

0.06%Fee0.83%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026