Compare · 2 funds side by side · dividends reinvested

LRGE and SCHD

LRGEFranklin Templeton×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

LRGE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

ClearBridge Large Cap Growth Select ETFUS Stock Styles · Growth0.48%0.12%+4.1%−0.7%+18.9%+8.4%−15.9%18.5%$365M2.0

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: LRGE 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ClearBridge Large Cap Growth Select ETF · $365M$14,940

LRGE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

LRGEMeasureSCHD

+4.1%Year to dateJan 1 → Nov 4+35.3%

−0.7%1 yearTotal return+41.6%

+18.9%3 years · per year$10,000 became $16,816 · $17,908+21.4%

+8.4%5 years · per year$10,000 became $14,940 · $16,881+11.0%

0.48%Expense ratio$48 · $6 a year on $10k · lower is better0.06%

0.12%Trailing 12-mo yield$12 · $291 a year on $10k2.91%

−15.9%Worst dropSmaller is better−6.9%

18.5%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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

More Ways to See the Pairs

LRGE vs SCHD: Top 5 Holdings

Today

LRGE

39.6%in top 5

SCHD

in top 521.6%

LRGEStockSCHD

16.1%NVDAnot top 5

6.7%METAnot top 5

5.8%AAPLnot top 5

5.7%GOOGLnot top 5

5.4%Vnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common4.0%

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

LRGE vs SCHD Returns, Every Period

Franklin TempletonLRGE

+8.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

LRGESCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: LRGE vs SCHD

YTD

Franklin TempletonLRGE

+4.1%

SCHDSchwab

+35.3%

+4.1%Year to date+35.3%

−15.9%Worst drop · 1Y−6.9%

18.5%Volatility · 1Y11.5%

0.1%Yield2.9%

$365MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: LRGE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LRGE0.48%$48

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

Yields: LRGE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

LRGE0.12%$12

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

LRGE$12 − $48 = −$36

KeptFee

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

Overlap: LRGE, SCHD

Today

4.0%most shared, LRGE and SCHD

LRGESCHD

LRGE—4.0%

SCHD4.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

LRGEWorst drop−15.9%18.5% vol

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

Paid More vs Made More

YTD

SCHDLRGE

+35.3%Year to date+4.1%

2.9%Yield0.1%

+41.6%Past year−0.7%

0.06%Fee0.48%

4–0SCHD wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026