Compare · 3 funds side by side · dividends reinvested

LGLV, GSLC and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

LGLV, GSLC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.8

State Street SPDR US Large Cap Low Volatility Index ETFLow-Cost Core · US large cap0.12%2.02%+11.1%+14.2%+14.8%+8.3%−8.2%10.9%$1.2B1.9

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.09%1.03%+9.8%+12.2%+20.7%+10.8%−9.5%13.2%$14.6B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: LGLV 2013 · GSLC 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2B$14,882

LGLV

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF · $14.6B$16,724

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

LGLVMeasureGSLC

+11.1%Year to dateJan 1 → Nov 9+9.8%

+14.2%1 yearTotal return+12.2%

+14.8%3 years · per year$10,000 became $15,121 · $17,592+20.7%

+8.3%5 years · per year$10,000 became $14,882 · $16,724+10.8%

0.12%Expense ratio$12 · $9 a year on $10k · lower is better0.09%

2.02%Trailing 12-mo yield$202 · $103 a year on $10k1.03%

−8.2%Worst dropSmaller is better−9.5%

10.9%VolatilityLower is calmer13.2%

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

5–3LGLV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LGLV vs GSLC: Top 5 Holdings

Today

LGLV

10.4%in top 5

GSLC

in top 526.8%

LGLVStockGSLC

not top 5AAPL7.9%

not top 5NVDA7.0%

not top 5MSFT5.8%

4.6%WELLnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

1.7%Onot top 5

1.5%VMRKnot top 5

1.4%DUKnot top 5

1.3%KOnot top 5

Held in common21.7%

End-of-day Nov 9, 2026 · share of each fund

LGLV vs GSLC Returns, Every Period

SPDRLGLV

+8.3%

5 years, per year

GSLCGoldman Sachs

+10.8%

5 years, per year

LGLVGSLCFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

LGLV vs GSLC

YTD

SPDRLGLV

+11.1%

GSLCGoldman Sachs

+9.8%

+11.1%Year to date+9.8%

−8.2%Worst drop · 1Y−9.5%

10.9%Volatility · 1Y13.2%

2.0%Yield1.0%

$1.2BAssets$14.6B

4–0LGLV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LGLV, GSLC, SPY

Today

0.09%lowest, GSLC

FundExpense ratioFee$10k

GSLC0.09%$9

SPY0.09%$9

LGLV0.12%$12

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LGLV, GSLC, SPY

2.02%highest, LGLV

FundTrailing yieldYield$10k

LGLV2.02%$202

GSLC1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, LGLV

LGLV$202 − $12 = $190

GSLC$103 − $9 = $94

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LGLV, GSLC, SPY

Today

74.4%most shared, GSLC and SPY

LGLVGSLCSPY

LGLV—21.7%21.0%

GSLC21.7%—74.4%

SPY21.0%74.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.2%LGLV, at 10.9% volatility

LGLVWorst drop−8.2%10.9% vol

GSLCWorst drop−9.5%13.2% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LGLVSPY

+11.1%Year to date+11.2%

2.0%Yield1.0%

+14.2%Past year+13.5%

0.12%Fee0.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026