LGLV vs SCHV

ALGLV

BSCHV

Measures won2–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$16,084SCHV · LGLV $14,799

Lowest cost0.04%SCHV · $4 on $10k

Most income2.03%LGLV · $203 on $10k

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

Held in common28.2%LGLV and SCHV

LGLV

SCHV

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BSchwab U.S. Large-Cap Value ETF · $15.9B

+15.3%3 years · per year$15,339 · $17,488+20.5%

+8.2%5 years · per year$14,799 · $16,084+10.0%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

2.03%12-mo yield$203 · $184 on $10k1.84%

−8.2%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.8%

2–4SCHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsLGLV · SCHV

1.2%KO1.2%

1.0%JNJ2.2%

1.0%BRK-B3.5%

0.9%PG1.3%

Held in common28.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.84%	−3.2%	+16.6%	+21.2%	+20.5%	+10.0%	−6.9%	$15.9B
2	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk		0.12%	2.03%	−1.4%	+10.5%	+13.4%	+15.3%	+8.2%	−8.2%	$1.2B

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

Both

5Y2 funds

#			Trend
1	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.84%	−3.2%	+16.6%	+21.2%	+20.5%	+10.0%	−6.9%	$15.9B
2	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk		0.12%	2.03%	−1.4%	+10.5%	+13.4%	+15.3%	+8.2%	−8.2%	$1.2B

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

Cards for this view

LGLV vs SCHV

LGLV

SPDR US Large Cap Low Volatility Index

$14,799

SCHV

Schwab U.S. Large-Cap Value

$16,084

MeasureLGLVSCHV

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield2.03%1.84%

5 years, per year+8.2%+10.0%

3 years, per year+15.3%+20.5%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y10.8%11.8%

4–2measures won
SCHV first

28.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LGLV, SCHV

Today

28.2%most shared, LGLV and SCHV

LGLVSCHV

LGLV—28.2%

SCHV28.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$191most kept, LGLV

LGLV$203 − $12 = $191

SCHV$184 − $4 = $180

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee