Compare · 3 funds side by side · dividends reinvested

LRND, VIG and IVV

LRNDNY Life Investments×VIGVanguard×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, VIG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

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%$406M2.9

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 · VIG 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

NYLI U.S. Large Cap R&D Leaders ETF · $406M[…]

LRND

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 25.9% in common

LRNDMeasureVIG

+6.0%Year to dateJan 1 → Nov 6+12.1%

+6.1%1 yearTotal return+14.3%

+21.2%3 years · per year$10,000 became $17,784 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

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

0.35%Trailing 12-mo yield$35 · $150 a year on $10k1.50%

−13.4%Worst dropSmaller is better−7.9%

18.9%VolatilityLower is calmer10.8%

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

1–6VIG 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 VIG: Top 5 Holdings

Today

LRND

51.6%in top 5

VIG

in top 522.1%

LRNDStockVIG

15.3%NVDAnot top 5

11.6%GOOGLnot top 5

10.8%AAPL4.9%

8.7%MSFT4.9%

5.2%AMZNnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common25.9%

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

LRND vs VIG Returns, Every Period

NY Life InvestmentsLRND

+6.1%

past year

VIGVanguard

+14.3%

past year

LRNDVIGFaded: behind in that period

1–2VIG wins

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

Core vs Income: LRND vs VIG

YTD

NY Life InvestmentsLRND

+6.0%

VIGVanguard

+12.1%

+6.0%Year to date+12.1%

−13.4%Worst drop · 1Y−7.9%

18.9%Volatility · 1Y10.8%

0.3%Yield1.5%

$406MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: LRND, VIG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

LRND0.14%$14

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

Yields: LRND, VIG, IVV

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

IVV1.14%$114

LRND0.35%$35

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IVV$114 − $3 = $111

LRND$35 − $14 = $21

KeptFee

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

Overlap: LRND, VIG, IVV

Today

42.8%most shared, VIG and IVV

LRNDVIGIVV

LRND—25.9%41.6%

VIG25.9%—42.8%

IVV41.6%42.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% 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

VIGIVV

+12.1%Year to date+8.7%

1.5%Yield1.1%

+14.3%Past year+9.8%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

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