Compare · 2 funds side by side · dividends reinvested

LRGF and VTV

LRGFiShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,000LRGF · best of the two

02 / 04

LRGF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.10%+8.8%+8.9%+22.2%+12.5%−8.7%13.6%$3.5B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LRGF 2015 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.5B$18,000

LRGF

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 32.9% in common

LRGFMeasureVTV

+8.8%Year to dateJan 1 → Nov 6+18.5%

+8.9%1 yearTotal return+22.9%

+22.2%3 years · per year$10,000 became $18,250 · $17,687+20.9%

+12.5%5 years · per year$10,000 became $18,000 · $17,585+12.0%

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

1.10%Trailing 12-mo yield$110 · $187 a year on $10k1.87%

−8.7%Worst dropSmaller is better−6.4%

13.6%VolatilityLower is calmer10.7%

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

2–6VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LRGF vs VTV: Top 5 Holdings

Today

LRGF

26.3%in top 5

VTV

in top 515.8%

LRGFStockVTV

7.4%AAPLnot top 5

6.4%NVDAnot top 5

5.7%MSFTnot top 5

not top 5MU4.6%

3.4%GOOGnot top 5

3.4%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common32.9%

End-of-day Nov 6, 2026 · share of each fund

LRGF vs VTV Returns, Every Period

iSharesLRGF

+12.5%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

LRGFVTVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

LRGF vs VTV

YTD

iSharesLRGF

+8.8%

VTVVanguard

+18.5%

+8.8%Year to date+18.5%

−8.7%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.7%

1.1%Yield1.9%

$3.5BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

LRGF0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LRGF, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

LRGF1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

LRGF$110 − $8 = $102

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LRGF, VTV

Today

32.9%most shared, LRGF and VTV

LRGFVTV

LRGF—32.9%

VTV32.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

LRGFWorst drop−8.7%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVLRGF

+18.5%Year to date+8.8%

1.9%Yield1.1%

+22.9%Past year+8.9%

0.03%Fee0.08%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026