Compare · 3 funds side by side · dividends reinvested

LRND, VIG and VOO

LRNDNY Life Investments×VIGVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

LRND, VIG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

NYLI U.S. Large Cap R&D Leaders ETFLow-Cost Core · US large cap0.14%0.34%+8.7%+10.4%+21.6%[…]−13.4%19.0%$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 9, 2026 · returns include dividends · since: LRND 2022 · VIG 2006 · VOO 2010

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$16,638

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

LRNDMeasureVIG

+8.7%Year to dateJan 1 → Nov 9+14.8%

+10.4%1 yearTotal return+17.6%

+21.6%3 years · per year$10,000 became $17,997 · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

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

0.34%Trailing 12-mo yield$34 · $146 a year on $10k1.46%

−13.4%Worst dropSmaller is better−7.9%

19.0%VolatilityLower is calmer11.0%

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

1–6VIG wins

End-of-day Nov 9, 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

51.4%in top 5

VIG

in top 522.1%

LRNDStockVIG

15.5%NVDAnot top 5

11.5%GOOGLnot top 5

10.6%AAPL4.9%

8.5%MSFT4.9%

5.2%LLY4.1%

not top 5AVGO4.3%

not top 5JPM3.9%

Held in common25.9%

End-of-day Nov 9, 2026 · share of each fund

LRND vs VIG Returns, Every Period

NY Life InvestmentsLRND

+10.4%

past year

VIGVanguard

+17.6%

past year

LRNDVIGFaded: behind in that period

1–2VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: LRND vs VIG

YTD

NY Life InvestmentsLRND

+8.7%

VIGVanguard

+14.8%

+8.7%Year to date+14.8%

−13.4%Worst drop · 1Y−7.9%

19.0%Volatility · 1Y11.0%

0.3%Yield1.5%

$406MAssets$109B

4–0VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRND, VIG, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VIG0.04%$4

LRND0.14%$14

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LRND, VIG, VOO

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

VOO1.07%$107

LRND0.34%$34

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VOO$107 − $3 = $104

LRND$34 − $14 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LRND, VIG, VOO

Today

43.8%most shared, LRND and VOO

LRNDVIGVOO

LRND—25.9%43.8%

VIG25.9%—40.3%

VOO43.8%40.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

VOOWorst drop−8.9%13.7% vol

LRNDWorst drop−13.4%19.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGVOO

+14.8%Year to date+11.3%

1.5%Yield1.1%

+17.6%Past year+13.6%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026