Compare · 3 funds side by side · dividends reinvested

LRND, SCHG and IVV

LRNDNY Life Investments×SCHGSchwab×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, SCHG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$850B1.1

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.42%+1.9%+0.9%+22.7%+11.0%−15.0%17.8%$59.1B2.3

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%$401M2.6

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 · SCHG 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

LRND

SCHG

Schwab U.S. Large-Cap Growth ETF · $59.1B$16,814

$10,000 five years ago, dividends reinvested · they hold 59.9% in common

LRNDMeasureSCHG

+6.0%Year to dateJan 1 → Nov 6+1.9%

+6.1%1 yearTotal return+0.9%

+21.2%3 years · per year$10,000 became $17,784 · $18,452+22.7%

[…]5 years · per year$10,000 became […] · $16,814+11.0%

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

0.35%Trailing 12-mo yield$35 · $42 a year on $10k0.42%

−13.4%Worst dropSmaller is better−15.0%

18.9%VolatilityLower is calmer17.8%

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

3–4SCHG 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 SCHG: Top 5 Holdings

Today

LRND

51.6%in top 5

SCHG

in top 544.2%

LRNDStockSCHG

15.3%NVDA11.0%

10.8%AAPL12.6%

11.6%GOOGL4.2%

8.7%MSFT10.0%

5.2%AMZN6.4%

Held in common59.9%

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

LRND vs SCHG Returns, Every Period

NY Life InvestmentsLRND

+6.1%

past year

SCHGSchwab

+0.9%

past year

LRNDSCHGFaded: behind in that period

2–1LRND wins

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

LRND vs IVV

YTD

NY Life InvestmentsLRND

+6.0%

IVViShares

+8.7%

+6.0%Year to date+8.7%

−13.4%Worst drop · 1Y−8.9%

18.9%Volatility · 1Y13.6%

0.3%Yield1.1%

$401MAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: LRND, SCHG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHG0.04%$4

LRND0.14%$14

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

Yields: LRND, SCHG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SCHG0.42%$42

LRND0.35%$35

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SCHG$42 − $4 = $38

LRND$35 − $14 = $21

KeptFee

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

Overlap: LRND, SCHG, IVV

Today

59.9%most shared, LRND and SCHG

LRNDSCHGIVV

LRND—59.9%41.6%

SCHG59.9%—56.6%

IVV41.6%56.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

SCHGWorst drop−15.0%17.8% 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

IVVLRND

+8.7%Year to date+6.0%

1.1%Yield0.3%

+9.8%Past year+6.1%

0.03%Fee0.14%

4–0IVV 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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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$850B

0–0level

End-of-day Nov 6, 2026