Compare · 2 funds side by side · dividends reinvested

LGLV and SCHV

LGLVSPDR×SCHVSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,751SCHV · best of the two

02 / 04

LGLV and SCHV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.78%+20.4%+24.5%+22.1%+10.9%−6.9%11.4%$15.7B1.3

State Street SPDR US Large Cap Low Volatility Index ETFLow-Cost Core · US large cap0.12%2.00%+12.1%+15.4%+16.2%+8.6%−8.2%10.7%$1.2B1.8

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: LGLV 2013 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2B$15,132

LGLV

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,751

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

LGLVMeasureSCHV

+12.1%Year to dateJan 1 → Nov 4+20.4%

+15.4%1 yearTotal return+24.5%

+16.2%3 years · per year$10,000 became $15,696 · $18,218+22.1%

+8.6%5 years · per year$10,000 became $15,133 · $16,751+10.9%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

2.00%Trailing 12-mo yield$200 · $178 a year on $10k1.78%

−8.2%Worst dropSmaller is better−6.9%

10.7%VolatilityLower is calmer11.4%

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

2–6SCHV wins

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

More Ways to See the Pairs

LGLV vs SCHV: Top 5 Holdings

Today

LGLV

10.1%in top 5

SCHV

in top 512.7%

LGLVStockSCHV

4.5%WELLnot top 5

not top 5BRK-B3.4%

not top 5JPM3.0%

not top 5XOM2.4%

not top 5JNJ2.1%

not top 5WMT1.8%

1.6%Onot top 5

1.4%VMRKnot top 5

1.4%DUKnot top 5

1.2%KOnot top 5

Held in common28.1%

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

LGLV vs SCHV Returns, Every Period

SPDRLGLV

+8.6%

5 years, per year

SCHVSchwab

+10.9%

5 years, per year

LGLVSCHVFaded: behind in that period

0–4SCHV wins

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

LGLV vs SCHV

YTD

SPDRLGLV

+12.1%

SCHVSchwab

+20.4%

+12.1%Year to date+20.4%

−8.2%Worst drop · 1Y−6.9%

10.7%Volatility · 1Y11.4%

2.0%Yield1.8%

$1.2BAssets$15.7B

2–2level

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

Cost, Income and Risk

Fees: LGLV, SCHV

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

LGLV0.12%$12

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

Yields: LGLV, SCHV

2.00%highest, LGLV

FundTrailing yieldYield$10k

LGLV2.00%$200

SCHV1.78%$178

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

Income After Fees on $10,000

$188most kept, LGLV

LGLV$200 − $12 = $188

SCHV$178 − $4 = $174

KeptFee

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

Overlap: LGLV, SCHV

Today

28.1%most shared, LGLV and SCHV

LGLVSCHV

LGLV—28.1%

SCHV28.1%—

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

Return vs Bumpiness: 2 ETFs

+24.5%SCHV, at 11.4% volatility

LGLVWorst drop−8.2%10.7% vol

SCHVWorst drop−6.9%11.4% vol

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

Paid More vs Made More

YTD

LGLVSCHV

+12.1%Year to date+20.4%

2.0%Yield1.8%

+15.4%Past year+24.5%

0.12%Fee0.04%

3–1SCHV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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