Compare · 3 funds side by side · dividends reinvested

LRGF, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,963LRGF · best of the three

02 / 04

LRGF, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.11%+8.4%+8.9%+22.4%+12.4%−8.7%13.6%$3.7B1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: LRGF 2015 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.7B$17,963

LRGF

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 66.0% in common

LRGFMeasureSCHB

+8.4%Year to dateJan 1 → Nov 5+8.4%

+8.9%1 yearTotal return+9.8%

+22.4%3 years · per year$10,000 became $18,356 · $18,100+21.9%

+12.4%5 years · per year$10,000 became $17,963 · $16,348+10.3%

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

1.11%Trailing 12-mo yield$111 · $109 a year on $10k1.09%

−8.7%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.8%

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

5–2LRGF wins

End-of-day Nov 5, 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

26.2%in top 5

SCHB

in top 524.8%

LRGFStockSCHB

7.2%AAPL6.9%

6.8%NVDA6.5%

5.7%MSFT5.6%

3.3%AMZN3.5%

3.3%GOOGnot top 5

not top 5GOOGL2.3%

Held in common66.0%

End-of-day Nov 5, 2026 · share of each fund

LRGF vs SCHB Returns, Every Period

iSharesLRGF

+12.4%

5 years, per year

SCHBSchwab

+10.3%

5 years, per year

LRGFSCHBFaded: behind in that period

2–1LRGF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LRGF vs SCHB

YTD

iSharesLRGF

+8.4%

SCHBSchwab

+8.4%

+8.4%Year to date+8.4%

−8.7%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.8%

1.1%Yield1.1%

$3.7BAssets$44.9B

2–0LRGF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGF, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

LRGF0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LRGF, SCHB, VUG

1.11%highest, LRGF

FundTrailing yieldYield$10k

LRGF1.11%$111

SCHB1.09%$109

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

LRGF$111 − $8 = $103

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LRGF, SCHB, VUG

Today

66.0%most shared, LRGF and SCHB

LRGFSCHBVUG

LRGF—66.0%46.5%

SCHB66.0%—50.6%

VUG46.5%50.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SCHB, at 13.8% volatility

LRGFWorst drop−8.7%13.6% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LRGFSCHB

+8.4%Year to date+8.4%

1.1%Yield1.1%

+8.9%Past year+9.8%

0.08%Fee0.03%

2–0SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026