LCF vs SCHB
5Y+18.5%3 years · per year$16,628 · $17,991+21.6%
[…]5 years · per year[…] · $16,377+10.4%
1.18%Expense ratio$118 · $3 on $10k · lower wins0.03%
0.52%12-mo yield$52 · $109 on $10k1.09%
−11.7%Worst dropSmaller wins−8.9%
13.7%VolatilityLower wins13.8%
1–4SCHB wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsLCF · SCHB
8.5%AAPL7.1%
6.9%NVDA6.2%
10.1%MSFT5.6%
6.0%AMZN3.6%
Held in common38.5%
End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two