Compare · 2 funds side by side · dividends reinvested

LRND and VV

LRNDNY Life Investments×VVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,789VV · best of the two

02 / 04

LRND and VV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Large-Cap ETFLow-Cost Core · US large cap0.03%1.02%+13.1%+13.0%+24.4%+12.2%−9.2%13.0%$54.1B1.0

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%$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 4, 2026 · returns include dividends · since: LRND 2022 · VV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

LRND

Vanguard Morningstar Large-Cap ETF · $54.1B$17,789

$10,000 five years ago, dividends reinvested · they hold 44.4% in common

LRNDMeasureVV

+11.0%Year to dateJan 1 → Nov 4+13.1%

+9.5%1 yearTotal return+13.0%

+23.9%3 years · per year$10,000 became $19,018 · $19,258+24.4%

[…]5 years · per year$10,000 became […] · $17,789+12.2%

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

0.33%Trailing 12-mo yield$33 · $102 a year on $10k1.02%

−13.2%Worst dropSmaller is better−9.2%

18.0%VolatilityLower is calmer13.0%

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

0–7VV 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 VV: Top 5 Holdings

Today

LRND

50.6%in top 5

in top 528.4%

LRNDStockVV

16.6%NVDA8.1%

11.0%GOOGL3.1%

10.0%AAPL7.5%

8.1%MSFT5.9%

4.9%LLYnot top 5

not top 5AMZN3.7%

Held in common44.4%

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

LRND vs VV Returns, Every Period

NY Life InvestmentsLRND

+9.5%

past year

VVVanguard

+13.0%

past year

LRNDVVFaded: behind in that period

0–3VV wins

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

LRND vs VV

YTD

NY Life InvestmentsLRND

+11.0%

VVVanguard

+13.1%

+11.0%Year to date+13.1%

−13.2%Worst drop · 1Y−9.2%

18.0%Volatility · 1Y13.0%

0.3%Yield1.0%

$416MAssets$54.1B

4–0VV wins

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

Cost, Income and Risk

Fees: LRND, VV

Today

0.03%lowest, VV

FundExpense ratioFee$10k

VV0.03%$3

LRND0.14%$14

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

Yields: LRND, VV

1.02%highest, VV

FundTrailing yieldYield$10k

VV1.02%$102

LRND0.33%$33

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

Income After Fees on $10,000

$99most kept, VV

VV$102 − $3 = $99

LRND$33 − $14 = $19

KeptFee

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

Overlap: LRND, VV

Today

44.4%most shared, LRND and VV

LRNDVV

LRND—44.4%

VV44.4%—

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

Return vs Bumpiness: 2 ETFs

+13.0%VV, at 13.0% volatility

VVWorst drop−9.2%13.0% 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

VVLRND

+13.1%Year to date+11.0%

1.0%Yield0.3%

+13.0%Past year+9.5%

0.03%Fee0.14%

4–0VV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026