LGLV vs SCHX

ALGLV

BSCHX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,645SCHX · LGLV $14,799

Lowest cost0.03%SCHX · $3 on $10k

Most income2.03%LGLV · $203 on $10k

Smallest drop−8.2%LGLV · worst fall in 1Y

Held in common20.6%LGLV and SCHX

LGLV

SCHX

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BSchwab U.S. Large-Cap ETF · $74.3B

+15.3%3 years · per year$15,339 · $18,166+22.0%

+8.2%5 years · per year$14,799 · $16,646+10.7%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

2.03%12-mo yield$203 · $108 on $10k1.08%

−8.2%Worst dropSmaller wins−9.0%

10.8%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLGLV · SCHX

1.1%V1.1%

1.0%BRK-B1.5%

1.0%JNJ1.0%

0.8%MSFT5.9%

Held in common20.6%

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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$74.3B
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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$74.3B
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 SCHX

LGLV

SPDR US Large Cap Low Volatility Index

$14,799

SCHX

Schwab U.S. Large-Cap

$16,646

MeasureLGLVSCHX

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield2.03%1.08%

5 years, per year+8.2%+10.7%

3 years, per year+15.3%+22.0%

Worst drop · 1Y−8.2%−9.0%

Volatility · 1Y10.8%13.7%

3–3measures won
level

20.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LGLV, SCHX

Today

20.6%most shared, LGLV and SCHX

LGLVSCHX

LGLV—20.6%

SCHX20.6%—

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

SCHX$108 − $3 = $105

KeptFee

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