LRGF vs SCHD

ALRGF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,000LRGF · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common7.7%LRGF and SCHD

LRGF

SCHD

iShares U.S. Equity Factor ETF · $3.6BSchwab U.S. Dividend Equity ETF · $120B

+22.2%3 years · per year$18,250 · $17,266+20.0%

+12.5%5 years · per year$18,000 · $16,267+10.2%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

1.10%12-mo yield$110 · $300 on $10k3.00%

−8.7%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · SCHD

0.9%MO3.1%

0.6%PG4.5%

0.6%CVX4.0%

0.6%BMY3.1%

Held in common7.7%

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.6B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.6B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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

LRGF vs SCHD

LRGF

iShares U.S. Equity Factor

$18,000

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureLRGFSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.10%3.00%

5 years, per year+12.5%+10.2%

3 years, per year+22.2%+20.0%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y13.6%11.7%

4–2measures won
SCHD first

7.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: LRGF, SCHD, VTV

Today

32.9%most shared, LRGF and VTV

LRGFSCHDVTV

LRGF—7.7%32.9%

SCHD7.7%—17.9%

VTV32.9%17.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

LRGF$110 − $8 = $102

KeptFee

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