Compare · 3 funds side by side · dividends reinvested

LGLV, SCHX and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

LGLV, SCHX and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

State Street SPDR US Large Cap Low Volatility Index ETFLow-Cost Core · US large cap0.12%2.04%+9.8%+12.5%+15.8%+8.0%−8.2%10.5%$1.2B2.0

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: LGLV 2013 · SCHX 2009 · 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$14,685

LGLV

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,217

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

LGLVMeasureSCHX

+9.8%Year to dateJan 1 → Nov 3+11.3%

+12.5%1 yearTotal return+11.4%

+15.8%3 years · per year$10,000 became $15,532 · $19,063+24.0%

+8.0%5 years · per year$10,000 became $14,685 · $17,217+11.5%

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

2.04%Trailing 12-mo yield$204 · $105 a year on $10k1.05%

−8.2%Worst dropSmaller is better−9.0%

10.5%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 3, 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

10.0%in top 5

SCHX

in top 525.7%

LGLVStockSCHX

not top 5AAPL7.2%

not top 5NVDA7.1%

not top 5MSFT5.5%

4.4%WELLnot top 5

not top 5AMZN3.5%

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 common20.7%

End-of-day Nov 3, 2026 · share of each fund

LGLV vs SCHX Returns, Every Period

SPDRLGLV

+8.0%

5 years, per year

SCHXSchwab

+11.5%

5 years, per year

LGLVSCHXFaded: behind in that period

1–3SCHX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LGLV vs VOO

YTD

SPDRLGLV

+9.8%

VOOVanguard

+11.5%

+9.8%Year to date+11.5%

−8.2%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y12.7%

2.0%Yield1.1%

$1.2BAssets$1.00T

3–1LGLV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LGLV, SCHX, VOO

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

VOO0.03%$3

LGLV0.12%$12

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LGLV, SCHX, VOO

2.04%highest, LGLV

FundTrailing yieldYield$10k

LGLV2.04%$204

VOO1.07%$107

SCHX1.05%$105

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$192most kept, LGLV

LGLV$204 − $12 = $192

VOO$107 − $3 = $104

SCHX$105 − $3 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LGLV, SCHX, VOO

Today

91.3%most shared, SCHX and VOO

LGLVSCHXVOO

LGLV—20.7%19.3%

SCHX20.7%—91.3%

VOO19.3%91.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.5%LGLV, at 10.5% volatility

LGLVWorst drop−8.2%10.5% vol

VOOWorst drop−8.9%12.7% vol

SCHXWorst drop−9.0%12.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LGLVVOO

+9.8%Year to date+11.5%

2.0%Yield1.1%

+12.5%Past year+11.9%

0.12%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026