Compare · 2 funds side by side · dividends reinvested

LRGF and SCHD

LRGFiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,018LRGF · best of the two

02 / 04

LRGF 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%$121B1.3

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.06%+13.3%+12.4%+24.5%+13.7%−8.7%12.9%$3.6B1.8

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: LRGF 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.6B$19,018

LRGF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

LRGFMeasureSCHD

+13.3%Year to dateJan 1 → Nov 4+35.3%

+12.4%1 yearTotal return+41.6%

+24.5%3 years · per year$10,000 became $19,310 · $17,908+21.4%

+13.7%5 years · per year$10,000 became $19,018 · $16,881+11.0%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

1.06%Trailing 12-mo yield$106 · $291 a year on $10k2.91%

−8.7%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

LRGF vs SCHD: Top 5 Holdings

Today

LRGF

25.8%in top 5

SCHD

in top 521.6%

LRGFStockSCHD

7.1%NVDAnot top 5

6.9%AAPLnot top 5

5.4%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.3%GOOGnot top 5

3.2%AMZNnot top 5

Held in common7.4%

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

LRGF vs SCHD Returns, Every Period

iSharesLRGF

+13.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

LRGFSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: LRGF vs SCHD

YTD

iSharesLRGF

+13.3%

SCHDSchwab

+35.3%

+13.3%Year to date+35.3%

−8.7%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.5%

1.1%Yield2.9%

$3.6BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: LRGF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LRGF0.08%$8

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

Yields: LRGF, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

LRGF1.06%$106

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

LRGF$106 − $8 = $98

KeptFee

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

Overlap: LRGF, SCHD

Today

7.4%most shared, LRGF and SCHD

LRGFSCHD

LRGF—7.4%

SCHD7.4%—

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

LRGFWorst drop−8.7%12.9% vol

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

Paid More vs Made More

YTD

SCHDLRGF

+35.3%Year to date+13.3%

2.9%Yield1.1%

+41.6%Past year+12.4%

0.06%Fee0.08%

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%

$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