Compare · 3 funds side by side · dividends reinvested

LRGF, VOO and IJH

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, VOO and IJH, 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%$3.7B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

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 · VOO 2010 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

LRGF

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 67.2% in common

LRGFMeasureVOO

+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 · $18,224+22.1%

+12.4%5 years · per year$10,000 became $17,963 · $17,156+11.4%

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

1.11%Trailing 12-mo yield$111 · $110 a year on $10k1.10%

−8.7%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.5%

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

4–3LRGF 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 VOO: Top 5 Holdings

Today

LRGF

26.2%in top 5

VOO

in top 528.3%

LRGFStockVOO

6.8%NVDA8.4%

7.2%AAPL7.4%

5.7%MSFT5.8%

3.3%AMZN3.7%

3.3%GOOGnot top 5

not top 5GOOGL3.1%

Held in common67.2%

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

LRGF vs VOO Returns, Every Period

iSharesLRGF

+12.4%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

LRGFVOOFaded: behind in that period

2–1LRGF wins

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

LRGF vs IJH

YTD

iSharesLRGF

+8.4%

IJHiShares

+9.5%

+8.4%Year to date+9.5%

−8.7%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

1.1%Yield1.3%

$3.7BAssets$125B

2–2level

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

Cost, Income and Risk

Fees: LRGF, VOO, IJH

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

LRGF0.08%$8

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

Yields: LRGF, VOO, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

LRGF1.11%$111

VOO1.10%$110

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VOO$110 − $3 = $107

LRGF$111 − $8 = $103

KeptFee

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

Overlap: LRGF, VOO, IJH

Today

67.2%most shared, LRGF and VOO

LRGFVOOIJH

LRGF—67.2%6.0%

VOO67.2%—0.1%

IJH6.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

VOOWorst drop−8.9%13.5% vol

LRGFWorst drop−8.7%13.6% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHLRGF

+9.5%Year to date+8.4%

1.3%Yield1.1%

+12.9%Past year+8.9%

0.05%Fee0.08%

4–0IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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