Compare · 2 funds side by side · dividends reinvested

LRND and SCHV

LRNDNY Life Investments×SCHVSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,751SCHV · best of the two

02 / 04

LRND and SCHV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.78%+20.4%+24.5%+22.1%+10.9%−6.9%11.4%$15.7B1.1

NYLI U.S. Large Cap R&D Leaders ETFLow-Cost Core · US large cap0.14%0.33%+11.0%+9.5%+23.9%[…]−13.2%18.0%$416M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: LRND 2022 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

LRND

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,751

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

LRNDMeasureSCHV

+11.0%Year to dateJan 1 → Nov 4+20.4%

+9.5%1 yearTotal return+24.5%

+23.9%3 years · per year$10,000 became $19,018 · $18,218+22.1%

[…]5 years · per year$10,000 became […] · $16,751+10.9%

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

0.33%Trailing 12-mo yield$33 · $178 a year on $10k1.78%

−13.2%Worst dropSmaller is better−6.9%

18.0%VolatilityLower is calmer11.4%

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

1–6SCHV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LRND vs SCHV: Top 5 Holdings

Today

LRND

50.6%in top 5

SCHV

in top 512.7%

LRNDStockSCHV

16.6%NVDAnot top 5

11.0%GOOGLnot top 5

10.0%AAPLnot top 5

8.1%MSFTnot top 5

4.9%LLYnot top 5

not top 5BRK-B3.4%

not top 5JPM3.0%

not top 5XOM2.4%

not top 5JNJ2.1%

not top 5WMT1.8%

Held in common8.3%

End-of-day Nov 4, 2026 · share of each fund

LRND vs SCHV Returns, Every Period

NY Life InvestmentsLRND

+9.5%

past year

SCHVSchwab

+24.5%

past year

LRNDSCHVFaded: behind in that period

1–2SCHV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

LRND vs SCHV

YTD

NY Life InvestmentsLRND

+11.0%

SCHVSchwab

+20.4%

+11.0%Year to date+20.4%

−13.2%Worst drop · 1Y−6.9%

18.0%Volatility · 1Y11.4%

0.3%Yield1.8%

$416MAssets$15.7B

4–0SCHV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRND, SCHV

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

LRND0.14%$14

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LRND, SCHV

1.78%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.78%$178

LRND0.33%$33

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

LRND$33 − $14 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LRND, SCHV

Today

8.3%most shared, LRND and SCHV

LRNDSCHV

LRND—8.3%

SCHV8.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%SCHV, at 11.4% volatility

SCHVWorst drop−6.9%11.4% vol

LRNDWorst drop−13.2%18.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHVLRND

+20.4%Year to date+11.0%

1.8%Yield0.3%

+24.5%Past year+9.5%

0.04%Fee0.14%

4–0SCHV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026