LRGF vs SCHB

ALRGF

BSCHB

Measures won5–1LRGF wins · of 6 · 5Y

$10,000 · 5Y$18,380LRGF · VTV $17,865

Lowest cost0.03%SCHB · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common65.8%LRGF and SCHB

LRGF

SCHB

iShares U.S. Equity Factor ETF · $3.6BSchwab U.S. Broad Market ETF · $43.2B

+22.5%3 years · per year$18,376 · $18,080+21.8%

+12.9%5 years · per year$18,380 · $16,705+10.8%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.07%12-mo yield$107 · $106 on $10k1.06%

−8.7%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins14.0%

5–1LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · SCHB

7.3%AAPL7.0%

6.6%NVDA6.3%

5.6%MSFT5.5%

3.4%AMZN3.6%

Held in common65.8%

End-of-day Nov 9, 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	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.07%	+2.5%	+11.5%	+12.9%	+22.5%	+12.9%	−8.7%	$3.6B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.07%	+2.5%	+11.5%	+12.9%	+22.5%	+12.9%	−8.7%	$3.6B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LRGF vs SCHB

LRGF

iShares U.S. Equity Factor

$18,380

SCHB

Schwab U.S. Broad Market

$16,705

MeasureLRGFSCHB

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.07%1.06%

5 years, per year+12.9%+10.8%

3 years, per year+22.5%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.7%14.0%

4–1measures won
LRGF first

65.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: LRGF, SCHB, VTV

Today

65.8%most shared, LRGF and SCHB

LRGFSCHBVTV

LRGF—65.8%32.8%

SCHB65.8%—39.3%

VTV32.8%39.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SCHB$106 − $3 = $103

LRGF$107 − $8 = $99

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee