Compare · 2 funds side by side · dividends reinvested

LRND and SCHG

LRNDNY Life Investments×SCHGSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,712SCHG · best of the two

02 / 04

LRND and SCHG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+5.5%+3.2%+25.4%+12.1%−16.0%16.9%$61.1B1.4

NYLI U.S. Large Cap R&D Leaders ETFLow-Cost Core · US large cap0.14%0.34%+9.6%+8.5%+23.9%[…]−13.2%17.9%$416M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: LRND 2022 · SCHG 2009

Head to Head

Swap sides Versus in desk

Head to Head

NYLI U.S. Large Cap R&D Leaders ETF · $416M[…]

LRND

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.1B$17,712

$10,000 five years ago, dividends reinvested · they hold 59.4% in common

LRNDMeasureSCHG

+9.6%Year to dateJan 1 → Nov 3+5.5%

+8.5%1 yearTotal return+3.2%

+23.9%3 years · per year$10,000 became $19,014 · $19,730+25.4%

[…]5 years · per year$10,000 became […] · $17,712+12.1%

0.14%Expense ratio$14 · $4 a year on $10k · lower is better0.04%

0.34%Trailing 12-mo yield$34 · $41 a year on $10k0.41%

−13.2%Worst dropSmaller is better−16.0%

17.9%VolatilityLower is calmer16.9%

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

3–4SCHG wins

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

More Ways to See the Pairs

LRND vs SCHG: Top 5 Holdings

Today

LRND

50.6%in top 5

SCHG

in top 542.9%

LRNDStockSCHG

16.4%NVDA11.9%

10.3%AAPL12.0%

11.0%GOOGLnot top 5

8.0%MSFT9.1%

not top 5AMZN5.8%

5.0%LLYnot top 5

not top 5AVGO4.1%

Held in common59.4%

End-of-day Nov 3, 2026 · share of each fund

LRND vs SCHG Returns, Every Period

NY Life InvestmentsLRND

+8.5%

past year

SCHGSchwab

+3.2%

past year

LRNDSCHGFaded: behind in that period

2–1LRND wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LRND vs SCHG

YTD

NY Life InvestmentsLRND

+9.6%

SCHGSchwab

+5.5%

+9.6%Year to date+5.5%

−13.2%Worst drop · 1Y−16.0%

17.9%Volatility · 1Y16.9%

0.3%Yield0.4%

$416MAssets$61.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRND, SCHG

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

LRND0.14%$14

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LRND, SCHG

0.41%highest, SCHG

FundTrailing yieldYield$10k

SCHG0.41%$41

LRND0.34%$34

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, SCHG

SCHG$41 − $4 = $37

LRND$34 − $14 = $20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LRND, SCHG

Today

59.4%most shared, LRND and SCHG

LRNDSCHG

LRND—59.4%

SCHG59.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.5%LRND, at 17.9% volatility

SCHGWorst drop−16.0%16.9% vol

LRNDWorst drop−13.2%17.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHGLRND

+5.5%Year to date+9.6%

0.4%Yield0.3%

+3.2%Past year+8.5%

0.04%Fee0.14%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026