LGLV vs SCHD

ALGLV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHD $16,267

Lowest cost0.03%VOO · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common10.2%LGLV and SCHD

LGLV

SCHD

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BSchwab U.S. Dividend Equity ETF · $120B

+14.8%3 years · per year$15,138 · $17,266+20.0%

+7.9%5 years · per year$14,650 · $16,267+10.2%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

2.05%12-mo yield$205 · $300 on $10k3.00%

−8.2%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLGLV · SCHD

1.2%KO4.3%

1.0%PEP4.0%

0.9%ADP2.9%

0.9%PG4.5%

Held in common10.2%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk	0.12%	2.05%	−0.9%	+9.6%	+12.1%	+14.8%	+7.9%	−8.2%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk	0.12%	2.05%	−0.9%	+9.6%	+12.1%	+14.8%	+7.9%	−8.2%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LGLV vs SCHD

LGLV

SPDR US Large Cap Low Volatility Index

$14,650

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureLGLVSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield2.05%3.00%

5 years, per year+7.9%+10.2%

3 years, per year+14.8%+20.0%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y10.8%11.7%

5–1measures won
SCHD first

10.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: LGLV, SCHD, VOO

Today

19.3%most shared, LGLV and VOO

LGLVSCHDVOO

LGLV—10.2%19.3%

SCHD10.2%—7.6%

VOO19.3%7.6%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

LGLV$205 − $12 = $193

VOO$110 − $3 = $107

KeptFee

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