Compare · 2 funds side by side · dividends reinvested

LVLN and SCHB

LVLNSPDR×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 03

LVLN and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.1

SPDR Series Trust - State Street SPDR S&P Leveraged Loan ETFUS Stock Styles · Large cap0.40%6.66%+3.4%[…][…][…][…][…]$51M1.7

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: LVLN 2025 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Series Trust - State Street SPDR S&P Leveraged Loan ETF · $51M[…]

LVLN

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

$10,000 five years ago, dividends reinvested

LVLNMeasureSCHB

+3.4%Year to dateJan 1 → Nov 4+13.3%

[…]1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

6.66%Trailing 12-mo yield$666 · $104 a year on $10k1.04%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.1%

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

1–2SCHB wins

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

More Ways to See the Pairs

LVLN vs SCHB: Top 5 Holdings

Today

LVLN

[…]in top 5

SCHB

in top 524.4%

LVLNStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common[…]

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

LVLN vs SCHB Returns, Every Period

SPDRLVLN

[…]

past year

SCHBSchwab

+13.3%

past year

LVLNSCHBFaded: behind in that period

0–1SCHB wins

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

LVLN vs SCHB

YTD

SPDRLVLN

+3.4%

SCHBSchwab

+13.3%

+3.4%Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.1%

6.7%Yield1.0%

$51.3MAssets$44.9B

1–1level

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

Cost, Income and Risk

Fees: LVLN, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

LVLN0.40%$40

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

Yields: LVLN, SCHB

6.66%highest, LVLN

FundTrailing yieldYield$10k

LVLN6.66%$666

SCHB1.04%$104

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

Income After Fees on $10,000

$626most kept, LVLN

LVLN$666 − $40 = $626

SCHB$104 − $3 = $101

KeptFee

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

Overlap: LVLN, SCHB

Today

[…]holdings […]

LVLNSCHB

LVLN—[…]

SCHB[…]—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

LVLNWorst drop[…][…]

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

Paid More vs Made More

YTD

LVLNSCHB

+3.4%Year to date+13.3%

6.7%Yield1.0%

[…]Past year+13.3%

0.40%Fee0.03%

2–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026