LGLV vs SCHX

ALGLV

BSCHX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPY $17,688

Lowest cost0.03%SCHX · $3 on $10k

Most income2.04%LGLV · $204 on $10k

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

Held in common20.7%LGLV and SCHX

LGLV

SCHX

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BSchwab U.S. Large-Cap ETF · $72.9B

+15.8%3 years · per year$15,532 · $19,063+24.0%

+8.0%5 years · per year$14,685 · $17,217+11.5%

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

2.04%12-mo yield$204 · $105 on $10k1.05%

−8.2%Worst dropSmaller wins−9.0%

10.5%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsLGLV · SCHX

1.1%V1.1%

1.0%BRK-B1.5%

1.1%JNJ0.9%

0.8%MSFT5.5%

Held in common20.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
4	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk	0.12%	2.04%	−0.5%	+9.8%	+12.5%	+15.8%	+8.0%	−8.2%	$1.2B

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.05%	+0.4%	+11.3%	+11.4%	+24.0%	+11.5%	−9.0%	$72.9B
4	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk	0.12%	2.04%	−0.5%	+9.8%	+12.5%	+15.8%	+8.0%	−8.2%	$1.2B

End-of-day Nov 3, 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

$14,685

SCHX

Schwab U.S. Large-Cap

$17,217

MeasureLGLVSCHX

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield2.04%1.05%

5 years, per year+8.0%+11.5%

3 years, per year+15.8%+24.0%

Worst drop · 1Y−8.2%−9.0%

Volatility · 1Y10.5%12.9%

3–3measures won
level

20.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: LGLV, SCHX, VOO, SPY

Today

95.5%most shared, VOO and SPY

LGLVSCHXVOOSPY

LGLV—20.7%19.3%20.3%

SCHX20.7%—91.3%94.2%

VOO19.3%91.3%—95.5%

SPY20.3%94.2%95.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$192most kept, LGLV

LGLV$204 − $12 = $192

VOO$107 − $3 = $104

SCHX$105 − $3 = $102

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee