Compare · 3 funds side by side · dividends reinvested

LRND, FELV and IVV

LRNDNY Life Investments×FELVFidelity×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

LRND, FELV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.39%+24.4%+28.4%[…][…]−6.8%11.2%$3.7B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

NYLI U.S. Large Cap R&D Leaders ETFLow-Cost Core · US large cap0.14%0.35%+6.0%+6.1%+21.2%[…]−13.4%18.9%$401M2.7

Rank among the three1st → 3rdFee, 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: LRND 2022 · FELV 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

NYLI U.S. Large Cap R&D Leaders ETF · $401M[…]

LRND

FELV

Fidelity Enhanced Large Cap Value ETF · $3.7B[…]

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

LRNDMeasureFELV

+6.0%Year to dateJan 1 → Nov 6+24.4%

+6.1%1 yearTotal return+28.4%

+21.2%3 years · per year$10,000 became $17,784 · […][…]

[…]5 years · per year[…]

0.14%Expense ratio$14 · $18 a year on $10k · lower is better0.18%

0.35%Trailing 12-mo yield$35 · $139 a year on $10k1.39%

−13.4%Worst dropSmaller is better−6.8%

18.9%VolatilityLower is calmer11.2%

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

1–5FELV wins

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

More Ways to See the Pairs

LRND vs FELV: Top 5 Holdings

Today

LRND

51.6%in top 5

FELV

in top 523.3%

LRNDStockFELV

15.3%NVDAnot top 5

11.6%GOOGLnot top 5

10.8%AAPL6.4%

8.7%MSFT4.8%

5.2%AMZN6.2%

not top 5BRK-B3.4%

not top 5JPM2.6%

Held in common21.8%

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

LRND vs FELV Returns, Every Period

NY Life InvestmentsLRND

+6.1%

past year

FELVFidelity

+28.4%

past year

LRNDFELVFaded: behind in that period

0–2FELV wins

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

LRND vs FELV

YTD

NY Life InvestmentsLRND

+6.0%

FELVFidelity

+24.4%

+6.0%Year to date+24.4%

−13.4%Worst drop · 1Y−6.8%

18.9%Volatility · 1Y11.2%

0.3%Yield1.4%

$401MAssets$3.7B

4–0FELV wins

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

Cost, Income and Risk

Fees: LRND, FELV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

LRND0.14%$14

FELV0.18%$18

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

Yields: LRND, FELV, IVV

1.39%highest, FELV

FundTrailing yieldYield$10k

FELV1.39%$139

IVV1.14%$114

LRND0.35%$35

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

Income After Fees on $10,000

$121most kept, FELV

FELV$139 − $18 = $121

IVV$114 − $3 = $111

LRND$35 − $14 = $21

KeptFee

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

Overlap: LRND, FELV, IVV

Today

47.6%most shared, FELV and IVV

LRNDFELVIVV

LRND—21.8%41.6%

FELV21.8%—47.6%

IVV41.6%47.6%—

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

Return vs Bumpiness: 3 ETFs

+28.4%FELV, at 11.2% volatility

FELVWorst drop−6.8%11.2% vol

IVVWorst drop−8.9%13.6% vol

LRNDWorst drop−13.4%18.9% vol

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

Paid More vs Made More

YTD

FELVIVV

+24.4%Year to date+8.7%

1.4%Yield1.1%

+28.4%Past year+9.8%

0.18%Fee0.03%

3–1FELV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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