Compare · 3 funds side by side · dividends reinvested

LGLV, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

LGLV, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

State Street SPDR US Large Cap Low Volatility Index ETFLow-Cost Core · US large cap0.12%2.05%+9.6%+12.1%+14.8%+7.9%−8.2%10.8%$1.2B2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: LGLV 2013 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2B$14,650

LGLV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

LGLVMeasureSCHD

+9.6%Year to dateJan 1 → Nov 6+31.4%

+12.1%1 yearTotal return+37.0%

+14.8%3 years · per year$10,000 became $15,138 · $17,266+20.0%

+7.9%5 years · per year$10,000 became $14,650 · $16,267+10.2%

0.12%Expense ratio$12 · $6 a year on $10k · lower is better0.06%

2.05%Trailing 12-mo yield$205 · $300 a year on $10k3.00%

−8.2%Worst dropSmaller is better−6.9%

10.8%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LGLV vs SCHD: Top 5 Holdings

Today

LGLV

10.3%in top 5

SCHD

in top 521.4%

LGLVStockSCHD

4.5%WELLnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

1.2%KO4.3%

not top 5AMGN4.1%

1.7%Onot top 5

1.5%VMRKnot top 5

1.4%DUKnot top 5

Held in common10.2%

End-of-day Nov 6, 2026 · share of each fund

LGLV vs SCHD Returns, Every Period

SPDRLGLV

+7.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

LGLVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: LGLV vs SCHD

YTD

SPDRLGLV

+9.6%

SCHDSchwab

+31.4%

+9.6%Year to date+31.4%

−8.2%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

2.0%Yield3.0%

$1.2BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LGLV, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

LGLV0.12%$12

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LGLV, SCHD, VOO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

LGLV2.05%$205

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

LGLV$205 − $12 = $193

VOO$110 − $3 = $107

KeptFee

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

Overlap: LGLV, SCHD, VOO

Today

19.3%most shared, LGLV and VOO

LGLVSCHDVOO

LGLV—10.2%19.3%

SCHD10.2%—7.6%

VOO19.3%7.6%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

LGLVWorst drop−8.2%10.8% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLGLV

+31.4%Year to date+9.6%

3.0%Yield2.0%

+37.0%Past year+12.1%

0.06%Fee0.12%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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