Compare · 3 funds side by side · dividends reinvested

LRGF, SCHB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,380LRGF · best of the three

02 / 04

LRGF, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.07%+11.5%+12.9%+22.5%+12.9%−8.7%13.7%$3.6B2.0

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: LRGF 2015 · SCHB 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.6B$18,380

LRGF

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 65.8% in common

LRGFMeasureSCHB

+11.5%Year to dateJan 1 → Nov 9+11.5%

+12.9%1 yearTotal return+13.7%

+22.5%3 years · per year$10,000 became $18,376 · $18,080+21.8%

+12.9%5 years · per year$10,000 became $18,380 · $16,705+10.8%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.07%Trailing 12-mo yield$107 · $106 a year on $10k1.06%

−8.7%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer14.0%

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

5–2LRGF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LRGF vs SCHB: Top 5 Holdings

Today

LRGF

26.3%in top 5

SCHB

in top 524.8%

LRGFStockSCHB

7.3%AAPL7.0%

6.6%NVDA6.3%

5.6%MSFT5.5%

3.4%AMZN3.6%

3.4%GOOGnot top 5

not top 5GOOGL2.3%

Held in common65.8%

End-of-day Nov 9, 2026 · share of each fund

LRGF vs SCHB Returns, Every Period

iSharesLRGF

+12.9%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

LRGFSCHBFaded: behind in that period

2–1LRGF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

LRGF vs VTV

YTD

iSharesLRGF

+11.5%

VTVVanguard

+20.9%

+11.5%Year to date+20.9%

−8.7%Worst drop · 1Y−6.4%

13.7%Volatility · 1Y10.8%

1.1%Yield1.8%

$3.6BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGF, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

LRGF0.08%$8

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LRGF, SCHB, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

LRGF1.07%$107

SCHB1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SCHB$106 − $3 = $103

LRGF$107 − $8 = $99

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LRGF, SCHB, VTV

Today

65.8%most shared, LRGF and SCHB

LRGFSCHBVTV

LRGF—65.8%32.8%

SCHB65.8%—39.3%

VTV32.8%39.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

LRGFWorst drop−8.7%13.7% vol

SCHBWorst drop−8.9%14.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVLRGF

+20.9%Year to date+11.5%

1.8%Yield1.1%

+25.4%Past year+12.9%

0.03%Fee0.08%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026