Compare · 2 funds side by side · dividends reinvested

LRND and SCHX

LRNDNY Life Investments×SCHXSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,217SCHX · best of the two

02 / 04

LRND and SCHX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B1.0

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%$416M2.0

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 · SCHX 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

LRND

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,217

$10,000 five years ago, dividends reinvested · they hold 40.1% in common

LRNDMeasureSCHX

+9.6%Year to dateJan 1 → Nov 3+11.3%

+8.5%1 yearTotal return+11.4%

+23.9%3 years · per year$10,000 became $19,014 · $19,063+24.0%

[…]5 years · per year$10,000 became […] · $17,217+11.5%

0.14%Expense ratio$14 · $3 a year on $10k · lower is better0.03%

0.34%Trailing 12-mo yield$34 · $105 a year on $10k1.05%

−13.2%Worst dropSmaller is better−9.0%

17.9%VolatilityLower is calmer12.9%

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

0–7SCHX 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 SCHX: Top 5 Holdings

Today

LRND

50.6%in top 5

SCHX

in top 525.7%

LRNDStockSCHX

16.4%NVDA7.1%

11.0%GOOGL2.4%

10.3%AAPL7.2%

8.0%MSFT5.5%

5.0%LLYnot top 5

not top 5AMZN3.5%

Held in common40.1%

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

LRND vs SCHX Returns, Every Period

NY Life InvestmentsLRND

+8.5%

past year

SCHXSchwab

+11.4%

past year

LRNDSCHXFaded: behind in that period

0–3SCHX wins

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

LRND vs SCHX

YTD

NY Life InvestmentsLRND

+9.6%

SCHXSchwab

+11.3%

+9.6%Year to date+11.3%

−13.2%Worst drop · 1Y−9.0%

17.9%Volatility · 1Y12.9%

0.3%Yield1.1%

$416MAssets$72.9B

4–0SCHX wins

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

Cost, Income and Risk

Fees: LRND, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

LRND0.14%$14

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

Yields: LRND, SCHX

1.05%highest, SCHX

FundTrailing yieldYield$10k

SCHX1.05%$105

LRND0.34%$34

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

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

LRND$34 − $14 = $20

KeptFee

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

Overlap: LRND, SCHX

Today

40.1%most shared, LRND and SCHX

LRNDSCHX

LRND—40.1%

SCHX40.1%—

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

Return vs Bumpiness: 2 ETFs

+11.4%SCHX, at 12.9% volatility

SCHXWorst drop−9.0%12.9% 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

SCHXLRND

+11.3%Year to date+9.6%

1.1%Yield0.3%

+11.4%Past year+8.5%

0.03%Fee0.14%

4–0SCHX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026