Compare · 3 funds side by side · dividends reinvested

LGLV, SCHV and IVV

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

02 / 04

LGLV, SCHV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.85%+16.2%+20.0%+20.2%+9.9%−6.9%11.8%$15.4B1.6

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%$1.2B2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

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 · SCHV 2009 · IVV 2000

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

SCHV

Schwab U.S. Large-Cap Value ETF · $15.4B$16,047

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

LGLVMeasureSCHV

+9.6%Year to dateJan 1 → Nov 6+16.2%

+12.1%1 yearTotal return+20.0%

+14.8%3 years · per year$10,000 became $15,138 · $17,361+20.2%

+7.9%5 years · per year$10,000 became $14,650 · $16,047+9.9%

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

2.05%Trailing 12-mo yield$205 · $185 a year on $10k1.85%

−8.2%Worst dropSmaller is better−6.9%

10.8%VolatilityLower is calmer11.8%

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

2–6SCHV 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 SCHV: Top 5 Holdings

Today

LGLV

10.3%in top 5

SCHV

in top 512.9%

LGLVStockSCHV

4.5%WELLnot top 5

not top 5BRK-B3.6%

not top 5JPM3.0%

not top 5XOM2.3%

not top 5JNJ2.2%

not top 5WMT1.9%

1.7%Onot top 5

1.5%VMRKnot top 5

1.4%DUKnot top 5

1.2%KOnot top 5

Held in common28.4%

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

LGLV vs SCHV Returns, Every Period

SPDRLGLV

+7.9%

5 years, per year

SCHVSchwab

+9.9%

5 years, per year

LGLVSCHVFaded: behind in that period

0–4SCHV wins

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

LGLV vs SCHV

YTD

SPDRLGLV

+9.6%

SCHVSchwab

+16.2%

+9.6%Year to date+16.2%

−8.2%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.8%

2.0%Yield1.8%

$1.2BAssets$15.4B

2–2level

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

Cost, Income and Risk

Fees: LGLV, SCHV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHV0.04%$4

LGLV0.12%$12

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

Yields: LGLV, SCHV, IVV

2.05%highest, LGLV

FundTrailing yieldYield$10k

LGLV2.05%$205

SCHV1.85%$185

IVV1.14%$114

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

Income After Fees on $10,000

$193most kept, LGLV

LGLV$205 − $12 = $193

SCHV$185 − $4 = $181

IVV$114 − $3 = $111

KeptFee

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

Overlap: LGLV, SCHV, IVV

Today

43.3%most shared, SCHV and IVV

LGLVSCHVIVV

LGLV—28.4%21.1%

SCHV28.4%—43.3%

IVV21.1%43.3%—

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

Return vs Bumpiness: 3 ETFs

+20.0%SCHV, at 11.8% volatility

LGLVWorst drop−8.2%10.8% vol

SCHVWorst drop−6.9%11.8% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

LGLVSCHV

+9.6%Year to date+16.2%

2.0%Yield1.8%

+12.1%Past year+20.0%

0.12%Fee0.04%

3–1SCHV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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