LGLV vs SCHV

ALGLV

BSCHV

Measures won2–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHV $16,047

Lowest cost0.03%IVV · $3 on $10k

Most income2.05%LGLV · $205 on $10k

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

Held in common28.4%LGLV and SCHV

LGLV

SCHV

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BSchwab U.S. Large-Cap Value ETF · $15.4B

+14.8%3 years · per year$15,138 · $17,361+20.2%

+7.9%5 years · per year$14,650 · $16,047+9.9%

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

2.05%12-mo yield$205 · $185 on $10k1.85%

−8.2%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.8%

2–4SCHV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLGLV · SCHV

1.2%KO1.2%

1.0%JNJ2.2%

1.0%BRK-B3.6%

0.9%PG1.3%

Held in common28.4%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
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 SCHV

LGLV

SPDR US Large Cap Low Volatility Index

$14,650

SCHV

Schwab U.S. Large-Cap Value

$16,047

MeasureLGLVSCHV

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield2.05%1.85%

5 years, per year+7.9%+9.9%

3 years, per year+14.8%+20.2%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y10.8%11.8%

4–2measures won
SCHV first

28.4%

holdings shared

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

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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, SCHV, IVV

Today

43.3%most shared, SCHV and IVV

LGLVSCHVIVV

LGLV—28.4%21.1%

SCHV28.4%—43.3%

IVV21.1%43.3%—

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

Income After Fees on $10,000

$193most kept, LGLV

LGLV$205 − $12 = $193

SCHV$185 − $4 = $181

IVV$114 − $3 = $111

KeptFee

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