LRGF vs SCHD

ALRGF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,963LRGF · SCHD $16,375

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common7.5%LRGF and SCHD

LRGF

SCHD

iShares U.S. Equity Factor ETF · $3.7BSchwab U.S. Dividend Equity ETF · $123B

+22.4%3 years · per year$18,356 · $17,414+20.3%

+12.4%5 years · per year$17,963 · $16,375+10.4%

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

1.11%12-mo yield$111 · $298 on $10k2.98%

−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

0.8%MO3.0%

0.6%PG4.4%

0.6%CVX3.9%

0.6%AMGN4.2%

Held in common7.5%

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

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

LRGF vs SCHD

LRGF

iShares U.S. Equity Factor

$17,964

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureLRGFSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.11%2.98%

5 years, per year+12.4%+10.4%

3 years, per year+22.4%+20.3%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y13.6%11.7%

4–2measures won
SCHD first

7.5%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

Overlap: LRGF, SCHD, VUG

Today

46.5%most shared, LRGF and VUG

LRGFSCHDVUG

LRGF—7.5%46.5%

SCHD7.5%—0.8%

VUG46.5%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

LRGF$111 − $8 = $103

VUG$43 − $3 = $40

KeptFee

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