Compare · 2 funds side by side · dividends reinvested

LGLV and SCHX

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,574SCHX · best of the two

02 / 04

LGLV and SCHX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.2B1.5

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.04%+12.9%+12.8%+24.1%+11.9%−9.0%13.0%$72.9B1.5

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 · SCHX 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

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,574

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

LGLVMeasureSCHX

+12.1%Year to dateJan 1 → Nov 4+12.9%

+15.4%1 yearTotal return+12.8%

+16.2%3 years · per year$10,000 became $15,696 · $19,124+24.1%

+8.6%5 years · per year$10,000 became $15,133 · $17,574+11.9%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

2.00%Trailing 12-mo yield$200 · $104 a year on $10k1.04%

−8.2%Worst dropSmaller is better−9.0%

10.7%VolatilityLower is calmer13.0%

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

4–4Level

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 SCHX: Top 5 Holdings

Today

LGLV

10.1%in top 5

SCHX

in top 525.8%

LGLVStockSCHX

not top 5NVDA7.2%

not top 5AAPL7.0%

not top 5MSFT5.6%

4.5%WELLnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.4%

1.6%Onot top 5

1.4%VMRKnot top 5

1.4%DUKnot top 5

1.2%KOnot top 5

Held in common20.4%

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

LGLV vs SCHX Returns, Every Period

SPDRLGLV

+8.6%

5 years, per year

SCHXSchwab

+11.9%

5 years, per year

LGLVSCHXFaded: behind in that period

1–3SCHX wins

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

LGLV vs SCHX

YTD

SPDRLGLV

+12.1%

SCHXSchwab

+12.9%

+12.1%Year to date+12.9%

−8.2%Worst drop · 1Y−9.0%

10.7%Volatility · 1Y13.0%

2.0%Yield1.0%

$1.2BAssets$72.9B

3–1LGLV wins

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

Cost, Income and Risk

Fees: LGLV, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

LGLV0.12%$12

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

Yields: LGLV, SCHX

2.00%highest, LGLV

FundTrailing yieldYield$10k

LGLV2.00%$200

SCHX1.04%$104

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

Income After Fees on $10,000

$188most kept, LGLV

LGLV$200 − $12 = $188

SCHX$104 − $3 = $101

KeptFee

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

Overlap: LGLV, SCHX

Today

20.4%most shared, LGLV and SCHX

LGLVSCHX

LGLV—20.4%

SCHX20.4%—

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

Return vs Bumpiness: 2 ETFs

+15.4%LGLV, at 10.7% volatility

LGLVWorst drop−8.2%10.7% vol

SCHXWorst drop−9.0%13.0% vol

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

Paid More vs Made More

YTD

LGLVSCHX

+12.1%Year to date+12.9%

2.0%Yield1.0%

+15.4%Past year+12.8%

0.12%Fee0.03%

2–2level

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